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Business Unit Strategy Specialist

Melbourne, Australia

Supports the business by leading strategy projects and workstreams that include conducting business strategic analysis, competitive research, and product/service evaluation.

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   E nterprise   Strategic Planning Support development of enterprise and divisional strategic plans . Support strategic planning and portfolio governance across enterprise and divisional priorities   and s teer 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   E xecutive-level   C ommunication 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   (s trategy or equivalent). Experience working within financial services, wealth   management   or asset management. Exposure to portfolio   prioritisation , capital allocation, investment   governance   or enterprise transformation.

I nclusion 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.

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