Model Portfolio Solutions Analyst

Malvern, PA - USA

Monthly Salary: Not Disclosed

Posted on: 24 days ago

Vacancies: 1 Vacancy

Job Summary

Shape the next generation of portfolio solutions.

Vanguards Model Portfolio Solutions function is at the center of how we design and deliver innovative portfolios for our clients. As part of this growing team we are seeking a Model Portfolio Solutions Analyst to play a critical role in building managing and evolving solutions that reflect Vanguards best thinking.

This is a unique opportunity to work at the heart of Vanguards investment engine where your expertise will help bring innovative client-focused solutionsfrom core model portfolios to custom glide paths and hybrid private/public blendsto market.

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 Vanguards capital markets assumptions (CMA) into portfolio construction across a wide spectrum of asset classesequities fixed income private credit and private equitywhile 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 Vanguards multi-asset solutions.

Qualifications:

17 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 is a plus but not required.
Knowledge of risk tools such as Barra is a plus but not required.
Strong analytical skills and curiosity to explore innovative approaches to asset allocation across diverse asset classes.
Excellent communication skillsthe ability to explain investment concepts clearly to different audiences.
Collaborative adaptable and eager to learn in a dynamic team environment.
Education: Bachelors Masters MBA or PhDall backgrounds welcome.

Work Model & Relocation Support

This role follows a hybrid work model designed to promote collaboration and connection. Team members are expected to work onsite in our Malvern PA office from Tuesday through Thursday. On Mondays and Fridays youll have the flexibility to work remotely or continue working onsite.

We offer relocation assistance to help you transition to the Malvern PA area.

Special Factors

Sponsorship

Vanguard is offering visa sponsorship for this position.

About Vanguard

At Vanguard we dont just have a missionwere on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne our mission drives us forward and inspires us to be our best.

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.

Required Experience:

Shape the next generation of portfolio solutions.Vanguards Model Portfolio Solutions function is at the center of how we design and deliver innovative portfolios for our clients. As part of this growing team we are seeking a Model Portfolio Solutions Analyst to play a critical role in building manag...