Senior Private Investment Product Strategy and Development Specialist at Vanguard

Malvern, Pennsylvania, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Investment Management, Financial ServicesIndustries

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

Skills

Key technologies and capabilities for this role

Private MarketsInvestment StrategyProduct DevelopmentData AnalysisCompetitor ResearchQuantitative AnalysisQualitative AnalysisStakeholder ManagementFinancial PresentationsMarket Analysis

Questions & Answers

Common questions about this position

What experience is required for this Senior Private Investment Product Strategy role?

Candidates need eight years of related work experience, including five years in private markets product management and investment analysis/strategy. An undergraduate degree is required or equivalent, with a graduate degree preferred, and CFA is preferred.

What specific knowledge is needed about private markets for this position?

Deep knowledge of evergreen private markets vehicles such as interval funds, tender offer funds, and BDCs is required.

Is visa sponsorship available for this role at Vanguard?

No, Vanguard is not offering visa sponsorship for this position.

What is the employment type for this Senior Specialist position?

This is a full-time position.

What is the salary or compensation for this role?

This information is not specified in the job description.

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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