Vista previa generada por IA
Lead Vanguard’s global asset allocation research from Malvern, driving investment strategy and portfolio decisions.
Shape portfolio strategies, influence funds and retirement products, and represent Vanguard publicly.
Vanguard is looking for a senior leader to lead Vanguard’s global asset allocation research function within the Investment Strategy Group (ISG) – the firm’s multi-asset investments group responsible for shaping investment perspectives, portfolio methodologies, and advice frameworks.
As the Head of Global Asset Allocation Research, you will own the research and models that underpin capital market assumptions, portfolio construction, and multi-asset solutions, directly influencing Vanguard’s funds, model portfolios, and retirement offerings. You will serve as a senior advisor to investment leadership, helping translate macroeconomic insights into long-term, investor-focused portfolio strategy.
What you will do
- Lead Vanguard’s strategic and dynamic asset allocation research agenda, including translating the firm’s capital market assumptions into portfolio strategies.
- Translate macro, valuation, and market insights into evidence-based portfolio positioning aligned with Vanguard’s long‑term investment philosophy.
- Lead portfolio construction frameworks for multi-asset funds, model portfolios, retirement, and advice solutions.
- Oversee our proprietary Vanguard Asset Allocation Model and related tools to evaluate risk/return trade‑offs and ensure scalable, consistent application across client segments.
- Shape Vanguard’s position about role of asset classes in portfolios, asset allocation views, and flagship research for internal and external audiences.
- Provide differentiated perspectives on portfolio strategies and represent vanguard views with clients, industry forum, and in the press.
- Advise senior leadership on portfolio positioning, rebalancing, risk scenarios, and alignment between research, methodology, and implementation.
- Partner with portfolio management, advice, and product teams to inform fund management, product design, model portfolios, and retirement solutions.
- Set ISG’s research agenda, standards, and priorities while integrating economics, behavioral research, portfolio construction, modeling, and analytics.
What it will take
10+ years’ research experience in multi-asset investing, asset allocation, or macro strategy. PhD or graduate degree preferred
Deep expertise across global asset classes and portfolio construction research frameworks
Proven experience with research publications, public speaking, and media
Track record influencing CIOs, investment committees, and portfolio decisions
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long‑term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in‑person learning, collaboration, and connection. We believe our mission‑driven and highly collaborative culture is a critical enabler to support long‑term client outcomes and enrich the employee experience.