The role will be critical in maintaining and continually improving Vanguard Australia’s disclosure practices across Vanguard managed funds, ETFs, Superannuation and Investor Directed Portfolio Service (IDPS).
The Product Analyst – Disclosure will report to the Head of Product Governance and Disclosure. This varied role will involve working with stakeholders including product offer, legal and compliance in the management of compliant, clear, concise and effective PDSs for Vanguard Australia.
About Vanguard
More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no external shareholders. That means no share prices to protect, and no profits to generate for outside owners.
Today, Vanguard is one of the world’s largest investment management companies, serving more than 50 million investors worldwide. For more than 25 years Vanguard Australia has been supporting individual investors, financial advisers, and superannuation members to achieve their long-term financial goals.
Our Team & Opportunity
The Product Governance and Disclosure Team is at the forefront of Vanguard Australia’s focus in maintaining the integrity of our Product Disclosure Statements (PDSs).
The role will be critical in maintaining and continually improving Vanguard Australia’s disclosure practices across Vanguard managed funds, ETFs, Superannuation and Investor Directed Portfolio Service (IDPS).
The Product Analyst – Disclosure will report to the Head of Product Governance and Disclosure. This varied role will involve working with stakeholders including product offer, legal and compliance in the management of compliant, clear, concise and effective PDSs for Vanguard Australia.
What you will do
- Support the implementation and maintenance of our disclosure policies and due diligence processes for Managed Funds/ETFs, Superannuation and IDPS, ensuring compliance with applicable regulatory requirements and internal standards.
- Draft, review and verify regulatory disclosures for Vanguard’s ETFs, managed funds and superannuation products, and the IDPS platform, ensuring accuracy and compliance.
- Develop and maintain a comprehensive understanding of Vanguard’s investment products, operations and processes to support effective disclosure.
- Ensure that all disclosures meet relevant regulatory requirements and align with Vanguard’s internal policies, procedures and guidelines.
- Work closely with members of the Product Governance and Disclosure Team, collaborate with SMEs and develop strong relationships across the organisation (domestic, international, and VGI) to support better disclosure practices .
- Demonstrate exceptional attention to detail and strong organisational skills by managing multiple disclosure projects and deadlines concurrently.
- Take accountability for the quality and timeliness of disclosures, applying sound judgment and escalating issues when necessary.
- Continuously identify opportunities for process improvement and contribute to enhancing the efficiency and quality of disclosure processes.
- Undertake other disclosure related activities as required.
What we are looking for
- Tertiary qualifications in Law, Finance, Business or in a related discipline.
- Minimum 2 years related work experience across the funds management and/or superannuation industry, specifically in a product, legal or compliance function.
- Excellent analytical skills and the ability to interpret complex regulatory documents and technical information.
- Exceptional written and verbal communication skills, with the ability to engage effectively with stakeholders at all levels of the organisation.
- Meticulous attention to detail, strong organisational skills and the ability to manage competing priorities in a fast-paced environment.
- A proactive problem-solving mindset and a commitment to continuous learning and process improvement.
Specialisations that’ll make an impact
- Highly motivated, results-oriented and growth mindset.
- Demonstrated ability to collaborate effectively on various initiatives.
- Knowledge of investment products and concepts
- Experience with offer document content management systems
Inclusion Statement
Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”
We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.
When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard’s core purpose.
Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
