Investment Strategist, Senior Specialist
HybridMalvern, Pennsylvania, United States
Job Summary
Conduct original quantitative and qualitative research on private markets, portfolio construction, and investment strategy. Develop independent insights and recommendations that inform Vanguard's investment philosophy and product development. Design and implement analytical models, research tools, and reproducible code using Python, R, or similar languages to analyze complex datasets and automate workflows. Lead research projects across private equity, private credit, real estate, and infrastructure while preparing papers and statistical analyses for senior management and industry audiences. Contribute to the development and validation of investment methodologies, including asset allocation and risk measurement. Collaborate across investment, product, and client-facing teams to serve as a subject matter expert on private market portfolio research.
Required Qualifications
- Five to seven years of experience in investment research, asset management, quantitative analysis, portfolio construction, or related investment-focused roles
- Exposure to private markets through research, investment analysis, manager due diligence, portfolio construction, or investment strategy work
- Knowledge of private equity, private credit, real estate, infrastructure, or other alternative asset classes, with the ability to apply private markets insights within a broader investment context
- Demonstrated expertise in quantitative analysis, econometrics, statistics, and financial modeling
- Proficiency in Python, R, or comparable programming languages for data analysis, model development, and research automation
- Proven ability to independently originate research ideas, solve complex investment problems, and communicate findings effectively
- Undergraduate degree in Finance, Economics, Mathematics, Statistics, Computer Science, Engineering, or a related quantitative field
- In-office collaboration required Tuesday through Thursday in Malvern, PA
- Relocation assistance is available
Desired Qualifications
- Direct private markets experience of one to two years
- Graduate degree
- CFA designation
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