Model Portfolio Solutions Analyst
Shape the next generation of portfolio solutions. Vanguard's 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 Vanguard's best thinking.
This is a unique opportunity to work at the heart of Vanguard's 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 Vanguard's 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 Vanguard's 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 : Bachelor's, Master's, 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, you'll 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 don't just have a missionwe're 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.
Portfolio Analyst • Malvern, PA, US