Business Unit Strategy Specialist

About Vanguard  

More than 50 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.   

Team & Opportunity   

The Senior Strategy Analyst is a critical member of VIA’s Strategy team, supporting the Head of Strategy and senior leaders to assess market insights and growth opportunities, deliver and maintain enterprise strategy artifacts, and turn complex issues into decision-ready recommendations.  

Combining consulting-style problem solving with enterprise strategy and portfolio governance, the role is well suited to someone with external strategy consulting experience who can bring structured problem solving, analytical discipline and executive-level communication into an enterprise strategy environment.  

Core Responsibilities 

1. Lead Strategic Engagements 

• Lead strategy workstreams across enterprise initiatives. 

• Structure ambiguous business problems and develop fact-based recommendations. 

• Evaluate strategic options, commercial implications and execution trade-offs. 

• Build business cases that support investment, sequencing and portfolio decisions. 

• Support enterprise strategy development and execution, including strategic planning, performance reporting, partnership initiatives and priority growth opportunities. 

2. Support Enterprise Strategic Planning 

• Support development of enterprise and divisional strategic plans.  

• Support strategic planning and portfolio governance across enterprise and divisional priorities and steer performance tracking, benefits realisation and strategic initiative review.  

• Develop and maintain decision-ready strategic planning materials for executive forums, clearly framing choices, risks and recommendations, including: strategy overview, strategic initiative updates and investment prioritisation frameworks. 

• Coordinate and develop quarterly business review reporting processes and annual strategy cycle, including stakeholder input gathering, performance analysis and preparation of executive reporting materials. 

• Manage the preparation and publication of organisational performance scorecards, and oversee the tracking and reporting of Objectives and Key Results (OKRs) and Strategic Initiatives, ensuring progress, risks and outcomes are captured and communicated to stakeholders. 

3. Develop Market Intelligence & Strategic Insight 

• Lead strategic intelligence and insight activities, including the coordination, synthesis and reporting of market, business and competitive intelligence to support executive decision making. 

• Monitor industry trends, competitor activity, regulatory developments and emerging business models. 

• Translate external market intelligence into implications for VIA’s strategy agenda. 

• Conduct market sizing, customer, product and commercial analysis. 

• Manage relationships with research providers and help disseminate insights across the business.  

4. Deliver Executive-level Communication 

• Coordinate executive strategy forums and roundtables, including agenda development, stakeholder engagement and finalisation of supporting materials. 

• Translate complex analysis into concise, compelling narratives. 

• Develop high-quality presentations, discussion papers, board materials and executive briefings 

• Present findings and recommendations to senior stakeholders. 

5. Drive Analytical Excellence 

• Apply structured problem-solving methods and consulting disciplines to strategic work. 

• Ensuring analysis is robust, evidence-based and commercially grounded. 

• Coach junior analysts and contribute to Strategy team capability. 

• Help lift the standard of strategic thinking, and analysis across the team. 

Qualifications & Experience 

Required 

• 5+ years' experience in management consulting, corporate strategy, strategic planning, business transformation or a related field. 

• Experience leading complex strategic analyses and workstreams. 

• Demonstrated ability to solve ambiguous business problems using structured analytical approaches. 

• Strong business case development and financial modelling capability. 

• Exceptional written and verbal communication skills. 

• Experience developing executive and board-level materials. 

• Undergraduate degree in Business, Commerce, Economics, Finance, Law, Engineering or a related discipline. 

Preferred 

• Experience within a top-tier strategy consulting firm (strategy or equivalent). 

• Experience working within financial services, wealth management or asset management. 

• Exposure to portfolio prioritisation, capital allocation, investment governance or enterprise transformation. 

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.