Senior Private Investment Product Strategy and Development Specialist

Vanguard • Malvern, PA

119d

About The Position

Are you ready to shape the future of private market investing at Vanguard? As a Senior Private Investment Product Strategy and Development Specialist, you’ll be at the forefront of a strategic expansion into private markets supporting product planning and development to shape our future investment offer. This is a unique opportunity to bring your deep expertise in private markets and investment strategy to a team that’s building something new, impactful, and aligned with Vanguard’s mission to give investors the best chance for success.

Requirements

• Eight years related work experience, including five years experience in private markets product management and investment analysis/strategy.
• Undergraduate degree or equivalent combination of training and experience.
• Graduate degree preferred.
• Deep knowledge of evergreen private markets vehicles such as interval funds, tender offer funds, and BDCs required.
• CFA preferred.

Responsibilities

• Manages various projects related to fund initiatives to strengthen Vanguard's Private Market Investment product offer.
• Conducts deep analysis of strategic, competitive, client and market issues related to Vanguard's product line-up.
• Gathers qualitative and quantitative data from internal and external sources to make data-based recommendations about new products, changes to existing products, or input into strategic projects.
• Partners with senior leaders, key stakeholders, and subject matter experts to evaluate existing and new products.
• Recommends additions and changes to Vanguard's Private Investment product line-up.
• Offers guidance and advice related to Vanguard's investment philosophy, product development process, and internal governance framework.
• Analyzes data of high complexity using investment and business knowledge to derive Private Investment product development and product insights.
• Verifies the quality, accuracy, and reasonableness of the data.
• Engages directly with clients and prospects to gain additional insights and perspective.
• Responds to fund and market questions.
• Creates presentations summarizing analyses, findings, and recommendations for new and existing Private Investment products for discussion at internal forums.
• Conducts product based competitor research, analysis and monitoring to better understand our competitors' product offerings to drive positioning of Vanguard's products.
• Develops and maintains broad and deep knowledge of the asset management industry, market and product, and competitive dynamics.
• Leverages knowledge to derive and communicate product-related insights at internal forums.
• Provides thought leadership through identifying strategic topics and presents compelling ideas for research evaluation.
• Participates in special projects and performs other duties as assigned.

What This Job Offers

• Career Level: Senior
• Education Level: Bachelor's degree