Model Portfolio Solutions Analyst at Vanguard

Malvern, Pennsylvania, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Investment Management, FinanceIndustries

Requirements

1–7 years of experience in multi-asset investing, portfolio construction, investment research, or a related field
Familiarity with capital markets assumptions (CMA), private/illiquid assets, or custom portfolio design (plus, not required)
Knowledge of risk tools such as Barra (plus, not required)
Strong analytical skills and curiosity to explore innovative approaches to asset allocation across diverse asset classes
Excellent communication skills—the ability to explain investment concepts clearly to different audiences
Collaborative, adaptable, and eager to learn in a dynamic team environment
Bachelor’s, Master’s, MBA, or PhD (all backgrounds welcome)

Responsibilities

Manage portfolios: Lead the creation, management, and enhancement of a suite of model portfolios and custom glide paths aligned with investor needs across channels and markets
Develop new solutions: Partner with business units to design innovative portfolio solutions, including custom multi-asset models and strategies that integrate both public and private markets
Apply rigor: Incorporate Vanguard’s capital markets assumptions (CMA) into portfolio construction across a wide spectrum of asset classes—equities, fixed income, private credit, and private equity—while applying techniques such as tax-aware investing and factor-based solutions
Engage stakeholders: Collaborate with distribution, product, and client-facing teams to ensure alignment and adoption of models and glide paths
Deliver insights: Contribute to analytics, performance attribution, and thought leadership that highlight the value of Vanguard’s multi-asset solutions

Skills

portfolio construction

multi-asset investing

capital markets assumptions

Barra

tax-aware investing

factor-based solutions

performance attribution

private equity

private credit

fixed income

equities

glide paths

Vanguard

Client-owned investment management firm offering low-cost funds

About Vanguard

Vanguard provides financial services with a focus on investment management. The company offers a variety of products, including mutual funds, exchange-traded funds (ETFs), individual retirement accounts (IRAs), and 401k rollovers, aimed at individual investors, financial advisors, and institutions. Vanguard's unique ownership structure means it is owned by its funds, which are in turn owned by the clients, allowing it to prioritize the needs of its investors over external shareholders. This model enables Vanguard to offer low-cost investment options, as it primarily earns revenue through management fees that are generally lower than industry standards. Additionally, Vanguard provides personalized investment advisory services, charging fees based on the assets managed. The company's goal is to help clients grow their wealth and achieve their financial objectives through effective investment strategies, while maintaining a competitive performance track record.

Kline Township, PennsylvaniaHeadquarters

1975Year Founded

SECONDARYCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Best-in-class medical, dental & vision coverage

Onsite health clinic & fitness center

Health Smart Rewards program

Vanguard Retirement Savings Plan

Education Benefits

PTO

Family Planning Benefist

Parental leave

Personal development opportunities

Volunteer Time Off

Risks

Competition from AI-driven platforms like Writer challenges Vanguard's traditional advisory services.

Vanguard's stake in Steelcase exposes it to the volatile furniture market.

New active bond ETFs may struggle in a low-yield environment with increasing competition.

Differentiation

Vanguard is client-owned, aligning its interests with investors, unlike traditional firms.

The firm offers low-cost investment products, making it attractive to cost-conscious investors.

Vanguard's ownership structure allows it to focus on long-term investor value.

Upsides

Vanguard's new active bond ETFs offer diversified, low-cost fixed income options.

The acquisition of Steelcase shares diversifies Vanguard's portfolio into the furniture industry.

Launching the International Dividend Growth Fund appeals to investors seeking sustainable dividend growth.

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