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Private Investments Product Strategist

Vanguard
Posted a month ago, valid for 17 days
Location

Malvern, PA 19355, US

Salary

$90,000 - $108,000 per year

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Contract type

Full Time

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Sonic Summary

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  • The Private Investments Product Strategist will research and develop new investment ideas for private markets offerings.
  • Candidates should have five years of relevant work experience, including three years in product management, development, or investment analysis/strategy.
  • A strong understanding of private equity, credit, real estate, and infrastructure investment strategies is required, along with experience in evergreen structures.
  • The role involves conducting in-depth analysis of market issues and presenting investment ideas to internal stakeholders and governance committees.
  • While the salary is not explicitly mentioned, the position does not offer visa sponsorship and prefers candidates with graduate degrees or relevant certifications like CAIA, CFA, or CFP.

As a Private Investments Product Strategist, you’ll help shape the future of our private markets offerings by researching new investment ideas and bringing them to life. You’ll work closely with partners across the organization, using market insight and analysis to influence product decisions and move initiatives from early concept through approval.

Responsibilities:

  • Independently leads research projects to evaluate new investment strategies for private market products. Direct experience with evergreen structures, such as interval and tender offer funds preferred.

  • Strong understanding of private equity, credit, real estate, and infrastructure investment strategies and competitive industry dynamics.

  • Conducts deep analysis of strategic, competitive, client and market issues related to Vanguard's investment product line-up. Gathers qualitative and quantitative data from internal and external sources to make data-based recommendations about new products or changes to existing products

  • Develops and maintains key internal stakeholder relationships across the organization. Presents investment ideas for consideration and evaluation to the various internal groups and governance committees.

  • Defines project scope and requirements, establishes timeline, and ensures completion of deliverables.

  • Participates in special projects and performs other duties as assigned.


Qualifications:

  • Five years related work experience, including three years experience in product management, development or investment analysis/strategy.

  • Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.

  • CAIA, CFA, or CFP optional

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we'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.




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