Senior Private Investment Product Strategy and Development Specialist jobs in United States
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Vanguard ยท 3 months ago

Senior Private Investment Product Strategy and Development Specialist

Vanguard is on a mission to work for the long-term financial wellbeing of their clients. As a Senior Private Investment Product Strategy and Development Specialist, you will manage projects related to fund initiatives, conduct deep analysis, and partner with senior leaders to enhance Vanguard's Private Investment product offerings.

FinanceFinancial Services
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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

Qualification

Private markets product managementInvestment analysis/strategyPrivate market vehiclesCFA certificationData analysisProject managementPresentation skills

Required

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

Preferred

Graduate degree preferred
CFA preferred

Company

Vanguard

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Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
ic@3401
2017-03-31Non Equity Assistance

Leadership Team

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Salim Ramji
Chief Executive Officer
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Andrew Maack
Principal, Head of US Equity Index Portfolio Management
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Company data provided by crunchbase