Senior Investment Transition Lead (Hybrid)

Vanguard; Malvern (Chester County); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Vanguard is seeking an Investment Transition Consultant to evaluate portfolio impacts, identify risks, and develop solutions for complex asset moves and portfolio restructurings. You will coordinate with internal and external stakeholders to ensure disciplined execution and client objectives are met.

The role links investment strategy with implementation, advancing Vanguard's transition capabilities and mentoring junior crew members.

Qualifications

• Five years of experience in financial services or investment management.
• Experience supporting institutional asset transitions or portfolio restructuring.
• Project management across multiple stakeholders and priorities.
• Regulatory licensing/registration as determined by Compliance.

Responsibilities

• Advises clients on asset allocation, portfolio construction and fund selection.
• Conducts investment reviews and shares findings with clients and governing bodies.
• Collaborates to develop and deliver targeted client strategies and ensure cohesion of client experience.
• Maintains understanding of market conditions, competition, and compliance policies; serves as internal resource.
• Leads initiatives to enhance transition consulting capabilities and infrastructure.
• Manages cross-functional projects to improve processes, tools, and client outcomes.
• Mentors junior team members and participates in special projects.

Skills

Financial services

Investment management

Client services

Project management

Risk management

Regulatory knowledge

Communication skills

Team collaboration

Education

Bachelor's degree

Job description

Vanguard is seeking an Investment Transition Consultant to evaluate portfolio impacts, identify risks, and develop solutions for complex asset moves and portfolio restructurings. You will coordinate with internal and external stakeholders to ensure disciplined execution and client objectives are met.

The role links investment strategy with implementation, advancing Vanguard's transition capabilities and mentoring junior crew members.