Bachelor's degree required; MBA or related advanced degree preferred
Minimum of 7 years of relevant experience
Strong understanding of complex and illiquid asset structures
Ability to evaluate investment performance and assess portfolio-level risk
Strong analytical, project management, and communication skills
Responsibilities
Evaluate complex asset contribution opportunities across non-cash financial assets
Perform financial, legal, tax, and regulatory due diligence on contributions
Coordinate transaction execution, including negotiations and documentation
Support maintenance and monitoring of the investment lineup and portfolio
Conduct performance analysis and benchmarking of investments
Prepare reporting and analysis for leadership and governance bodies
Contribute to program scalability and research industry trends
Benefits
Collaborative workplace culture
Engagement with high-net-worth philanthropic initiatives
Opportunity for professional development and industry training
Access to industry-leading investment research and resources
Flexible work arrangements may be available
Full Job Description
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
