What are the responsibilities and job description for the Senior Investment Analyst position at VANGUARD CHARITABLE ENDOWMENT PROGRAM?
Position | Senior Investment Analyst |
Reports to | Complex Assets Senior Manager |
Summary
The Senior Portfolio & Complex Assets Analyst is responsible for the strategic oversight, execution, and risk management of Vanguard Charitable’ s portfolio of held and complex assets. This role combines deep expertise in financial, legal, and operational domains to ensure that contributed assets—ranging from private equity and hedge funds to LLC/LLP interests and restricted stock—are managed in alignment with organizational standards, best practices, regulatory requirements, and philanthropic goals
Key Responsibilities:
Strategic Oversight & Portfolio Management
- Serve as primary point of contact for held and complex asset oversight, including valuation, performance analysis and tracking, redemption cycles, and liquidation activities.
- Develop and document scalable transaction models and workflows to support efficiency and quality across the Held and Complex Assets program.
- Build and enhance infrastructure to support the Held Assets program, including systems, processes, and reporting tools.
- Coordinate with internal stakeholders and external accountants on valuation processes, financial reporting, and IRS compliance (Forms 8283, 8282, UBTI, etc.).
- Manage redemptions, capital calls, and liquidity planning; ensure timely booking of new assets and application of fees, sale proceeds and distributions.
Complex Asset Transactions
- Lead due diligence, underwriting and approval process for complex contributions, including financial, legal and tax risk assessments in collaboration with external counsel and advisors. Support donor communications.
- Negotiate transfer and sale agreements, review entity documentation, and assess liquidation terms and risks.
- Coordinate the full lifecycle of complex asset contributions—from intake and approval through liquidation and reporting.
- Analyze UBTI exposure and coordinate mitigation strategies and account adjustments.
Stakeholder Engagement & Communication
- Act as a liaison with donors, internal teams, and external partners to ensure transparency and alignment with objectives.
- Train and mentor junior staff; promote consistent intake and evaluation processes.
- Prepare and present reports for the Board of Trustees and internal leadership.
- Participate in special projects and strategic business initiatives and perform other duties as assigned.
Qualifications
- Education: Bachelor’s degree in finance, Accounting, Law, or related field required; MBA or advanced degree preferred. CFA or CAIA certification is a plus.
- Experience: Minimum 7–10 years in portfolio management, complex asset underwriting, or alternative investments. Experience in commercial lending or M&A is highly relevant.
Skills:
- Deep understanding of complex and illiquid asset structures.
- Strong legal and regulatory acumen, particularly in nonprofit and tax-exempt contexts.
- Excellent communication, negotiation, and project management skills.
- Ability to work independently, manage competing priorities, and produce high-quality work under minimal supervision.
- Proficiency in Microsoft Office Suite, Salesforce, and SharePoint.