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JOB SUMMARY
The Senior Analyst: Complex Assets & Investments evaluates, executes, and supports complex asset contributions and investment-related activities, including held assets, off-menu investments, and the public investment lineup. Working under the direction of the Head of Investments, this role partners with internal and external stakeholders to support activity aligned with Vanguard Charitableās strategic growth objectives and donorsā philanthropic goals. The role is responsible for underwriting complex gifts, coordinating transaction execution, and ensuring compliance with fiduciary and regulatory requirements. In addition, the analyst supports the maintenance and monitoring of the investment lineup and contributes to the ongoing portfolio management of held and off-menu assets. The position requires regular interaction with donors, external partners, and internal stakeholders to support transactions, investment discussions, and communication of outcomes.Ā
ESSENTIAL JOB FUNCTIONS
Complex Asset Evaluation and Transaction Management (40%)Ā
- Evaluate complex asset contribution opportunities across private stock, private equity, hedge funds, restricted securities, and other non-cash financial assetsĀ
- Perform financial, legal, tax, and regulatory due diligence to assess acceptability, ownership, liquidity, and risk exposureĀ
- Analyze portfolio fit, holding periods, and liquidation strategies; recommend risk mitigation approachesĀ
- Coordinate transaction execution, including negotiations, structuring, documentation, approvals, transfer mechanics, and disposition activitiesĀ
- Partner with legal counsel, tax advisors, investment managers, and other third-party specialistsĀ
Investment Lineup, Off-Menu, and Portfolio Management Support (40%)Ā
Support maintenance and monitoring of the investment lineup across public and alternative strategiesĀ
- Evaluating off-menu investment requests, including structure, liquidity, and alignment with investment policyĀ
- Conduct performance analysis and benchmarking of investments to support manager evaluationĀ
- Portfolio management of held and off-menu assets, including performance tracking, valuations, liquidity events, and risk exposureĀ
- Coordinate implementation and monitoring of investment positionsĀ
Investment & Complex Asset Reporting, Client, and Partner Support (10%)Ā
- Prepare reporting and analysis for leadership and investment governance bodiesĀ
- Support materials for donor discussions and assist with investment inquiriesĀ
- Participate in client and partner interactions to support execution and portfolio oversightĀ
- Coordinate communication across internal teams and external partnersĀ
Program Development and Strategic Support (10%)Ā
- Contribute to program scalability and continuous improvementĀ
- Research industry trends and best practicesĀ
- Support internal training and knowledge sharingĀ
QUALIFICATIONS
Education & Training
- Bachelorās degree required; MBA or related advanced degree preferred
Licensure & Certification
- None
Knowledge, Skill, and Ability
- Strong understanding of complex and illiquid asset structures and portfolio managementĀ
- Ability to evaluate investment performance and assess portfolio-level riskĀ
- Ability to interpret legal, financial, and tax documentationĀ
- Strong analytical, project management, and communication skillsĀ
- Ability to interact effectively with stakeholders and manage competing prioritiesĀ
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Experience
- Minimum of 7 years of relevant experienceĀ
- Experience with alternative investments and transaction underwriting preferredĀ
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