Senior Complex Assets Analyst

Vanguard Charitable Endowment Program; Malvern (Chester County); On-site; USD 120,000 - 180,000; Full time

Job summary

Vanguard Charitable Endowment Program in Malvern, PA seeks a Senior Complex Assets Analyst to evaluate, underwrite, and manage complex asset contributions and investment activities under the Head of Investments. You will coordinate with donors, legal, tax, and investment partners to ensure fiduciary compliance, monitor portfolios, and provide reporting for governance and donors.

Role requires strong analytical skills, extensive experience with alternative investments, and ability to collaborate

Qualifications

• Bachelor’s degree required; MBA or related advanced degree preferred.
• Minimum of 7 years of relevant experience in complex assets or investments.
• Experience with alternative investments and transaction underwriting preferred.
• Strong analytical, project management, and communication skills.

Responsibilities

• Complex Asset Evaluation and Transaction Management: evaluate assets across private stock, private equity, hedge funds, and other non-cash assets.
• Due diligence: perform financial, legal, tax, and regulatory checks to assess ownership and risk.
• Coordinate transaction execution, documentation, approvals, transfer mechanics with internal/external partners.
• Portfolio management: monitor held and off-menu assets; analyze performance and risk exposure.
• Reporting: prepare materials for leadership and governance bodies and donor discussions.

Skills

Complex assets

Portfolio management

Due diligence

Financial analysis

Stakeholder communication

Education

Bachelor’s degree

MBA or related advanced degree

Job description

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Senior Complex Assets Analyst

Malvern, PA, US

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 Charitable’s strategic growth objectives and donors’ 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.

ESSENTIAL JOB FUNCTIONS

Complex Asset Evaluation and Transaction Management (40%)

• Evaluate complex asset contribution opportunities across private stock, private equity, hedge funds, restricted securities, and other non-cash financial assets
• Perform financial, legal, tax, and regulatory due diligence to assess acceptability, ownership, liquidity, and risk exposure
• Analyze portfolio fit, holding periods, and liquidation strategies; recommend risk mitigation approaches
• Coordinate transaction execution, including negotiations, structuring, documentation, approvals, transfer mechanics, and disposition activities
• Partner with legal counsel, tax advisors, investment managers, and other third-party specialists

Investment Lineup, Off-Menu, and Portfolio Management Support (40%)

Support maintenance and monitoring of the investment lineup across public and alternative strategies

• Evaluating off-menu investment requests, including structure, liquidity, and alignment with investment policy
• Conduct performance analysis and benchmarking of investments to support manager evaluation
• Portfolio management of held and off-menu assets, including performance tracking, valuations, liquidity events, and risk exposure
• Coordinate implementation and monitoring of investment positions

Investment & Complex Asset Reporting, Client, and Partner Support (10%)

• Prepare reporting and analysis for leadership and investment governance bodies
• Support materials for donor discussions and assist with investment inquiries
• Participate in client and partner interactions to support execution and portfolio oversight
• Coordinate communication across internal teams and external partners

Program Development and Strategic Support (10%)

• Contribute to program scalability and continuous improvement
• Research industry trends and best practices
• Support internal training and knowledge sharing

QUALIFICATIONS

Education & Training

• Bachelor’s 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 management
• Ability to evaluate investment performance and assess portfolio-level risk
• Ability to interpret legal, financial, and tax documentation
• Strong analytical, project management, and communication skills
• Ability to interact effectively with stakeholders and manage competing priorities

Experience

• Minimum of 7 years of relevant experience
• Experience with alternative investments and transaction underwriting preferred