LOG IN
SIGN UP
Canary Wharfian - Online Investment Banking & Finance Community.
Sign In
or continue with e-mail and password
Forgot password?
Don't have an account?
Create an account
or continue with e-mail and password
By signing up, you agree to our Terms & Conditions and Privacy Policy.

Head of Equity Liquidity

ExperiencedNo visa sponsorship
Vanguard logo

at Vanguard

Asset Management

Posted 12 days ago

No clicks

**Head of Equity Liquidity**: Lead global portfolio data, trade support, and liquidity strategies. Manage senior teams, set operational standards, and drive investment excellence. Expertise in equity portfolio liquidity, cash flow, and complex trading scenarios required. Must be an experienced leader, dynamic decision-maker, and strategic thinker with a strong background in financial services and liquidity management. Vanguard promotes a hybrid work environment and is dedicated to fostering a mission-driven culture.

Compensation
Not specified USD

Currency: $ (USD)

City
Not specified
Country
United States

Full Job Description

Provides leadership and strategic direction for global portfolio data, investment operations, and trade support services. Leads a multi-level operational team responsible for delivering high-quality investment-critical data, portfolio modeling, and trade support activities. end-to-end portfolio management and trading support. Owns the operating model, workforce strategy, and financial outcomes for investment data and portfolio management operational services supporting the end to end investment lifecycle.

Shape the future of equity trading and liquidity management in a highly visible leadership role at the core of Vanguards investment ecosystem. As Head of Equity Liquidity, youll lead a senior, specialist team focused on some of the most complex and highstakes portfolio flowspartnering closely with portfolio managers, traders, and global counterparts to navigate cash flow, liquidity, and inkind transactions that require precision, coordination, and realtime decision-making. This is a unique opportunity for a playercoach leader to combine deep investment expertise with hands-on operational leadership, driving seamless execution while influencing how liquidity strategy and global equity operations evolve at scale.

Responsibilities:

  • Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
  • Sets direction for portfolio administration, investment operations, data management, and trade readiness services supporting complex portfolios, products, and market activity globally. Translates strategic priorities into scalable operating plans that drive service quality, efficiency, resiliency, and risk mitigation across the region.
  • Serves as a senior operational advisor to investment leaders, portfolio managers, traders, and business leaders on operational readiness, execution risk, and largescale portfolio, market, or platform initiatives. Builds and sustains executivelevel partnerships with investment leadership, technology, risk, and external service providers.
  • Owns enterpriselevel escalation and resolution frameworks for material operational risks, establishing decision protocols that align with governance, regulatory, and risk management expectations and ensure consistent application of rootcause analysis and sustainable remediation.
  • Leads and oversees the strategic operating model evolution, including global standardization, automation, outsourcing strategy, and adoption of advanced data and analytics capabilities. Establishes and governs global operating standards, data controls, and service delivery models to ensure consistency, resiliency, and risk alignment across regions.
  • Leverages deep investment knowledge to oversee endtoend trade lifecycle processes, evaluate material operational risks, and shape riskaware execution and control outcomes across portfolios and strategies
  • Represents the function in audit, risk, vendor, and governance forums, and drives remediation and control enhancements to protect operational integrity and enterprise risk posture.
  • Maintains and expands investment knowledge of financial markets, investment products, regulatory developments, and investment management functional areas. Ensure team readiness to anticipate impacts to evolving business needs and external market conditions. Oversee adherence to operating procedures, documentation standards, and continuous improvement initiatives to enhance efficiency, scalability, and control.
  • Sponsors enterprise and divisional initiatives that shape the future investment operating model and strengthen positioning across the platform. Oversee process improvement initiatives to ensure efficiency and risk management.
  • Leads operational strategy for new portfolios, products, or market-driven initiatives, overseeing requirements definition, data validation, testing, and implementation across teams. Monitors market, index, regulatory, and business developments; assesses downstream operational impacts and directs required data, process, and control changes.
  • Participates in special projects and performs other duties as assigned.

Qualifications:

  • Minimum of eight years experience in the Financial Services industry or related experience preferred. Supervisory experience required.
  • Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
  • Liquidity and cash flow expertise, especially within equity portfolios.
  • Strong technical investment knowledge (e.g., in-kind transactions, complex flows.)
  • Real-time decision-making and problem solving in high-stakes scenarios.
  • Player-coach leadership.
  • Cross-functional coordination (portfolio managers, traders, distribution teams).
  • Experience managing complex, high-risk transactions that require coordination across multiple stakeholders.
  • Background in liquidity management, cash flow, or trading support environments.
  • Proven ability to handle escalations and non-standard scenarios.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a missionwe'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.

Head of Equity Liquidity

Compensation

Not specified USD

City: Not specified

Country: United States

Vanguard logo
Asset Management

12 days ago

No clicks

at Vanguard

ExperiencedNo visa sponsorship

**Head of Equity Liquidity**: Lead global portfolio data, trade support, and liquidity strategies. Manage senior teams, set operational standards, and drive investment excellence. Expertise in equity portfolio liquidity, cash flow, and complex trading scenarios required. Must be an experienced leader, dynamic decision-maker, and strategic thinker with a strong background in financial services and liquidity management. Vanguard promotes a hybrid work environment and is dedicated to fostering a mission-driven culture.

Full Job Description

Provides leadership and strategic direction for global portfolio data, investment operations, and trade support services. Leads a multi-level operational team responsible for delivering high-quality investment-critical data, portfolio modeling, and trade support activities. end-to-end portfolio management and trading support. Owns the operating model, workforce strategy, and financial outcomes for investment data and portfolio management operational services supporting the end to end investment lifecycle.

Shape the future of equity trading and liquidity management in a highly visible leadership role at the core of Vanguards investment ecosystem. As Head of Equity Liquidity, youll lead a senior, specialist team focused on some of the most complex and highstakes portfolio flowspartnering closely with portfolio managers, traders, and global counterparts to navigate cash flow, liquidity, and inkind transactions that require precision, coordination, and realtime decision-making. This is a unique opportunity for a playercoach leader to combine deep investment expertise with hands-on operational leadership, driving seamless execution while influencing how liquidity strategy and global equity operations evolve at scale.

Responsibilities:

  • Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
  • Sets direction for portfolio administration, investment operations, data management, and trade readiness services supporting complex portfolios, products, and market activity globally. Translates strategic priorities into scalable operating plans that drive service quality, efficiency, resiliency, and risk mitigation across the region.
  • Serves as a senior operational advisor to investment leaders, portfolio managers, traders, and business leaders on operational readiness, execution risk, and largescale portfolio, market, or platform initiatives. Builds and sustains executivelevel partnerships with investment leadership, technology, risk, and external service providers.
  • Owns enterpriselevel escalation and resolution frameworks for material operational risks, establishing decision protocols that align with governance, regulatory, and risk management expectations and ensure consistent application of rootcause analysis and sustainable remediation.
  • Leads and oversees the strategic operating model evolution, including global standardization, automation, outsourcing strategy, and adoption of advanced data and analytics capabilities. Establishes and governs global operating standards, data controls, and service delivery models to ensure consistency, resiliency, and risk alignment across regions.
  • Leverages deep investment knowledge to oversee endtoend trade lifecycle processes, evaluate material operational risks, and shape riskaware execution and control outcomes across portfolios and strategies
  • Represents the function in audit, risk, vendor, and governance forums, and drives remediation and control enhancements to protect operational integrity and enterprise risk posture.
  • Maintains and expands investment knowledge of financial markets, investment products, regulatory developments, and investment management functional areas. Ensure team readiness to anticipate impacts to evolving business needs and external market conditions. Oversee adherence to operating procedures, documentation standards, and continuous improvement initiatives to enhance efficiency, scalability, and control.
  • Sponsors enterprise and divisional initiatives that shape the future investment operating model and strengthen positioning across the platform. Oversee process improvement initiatives to ensure efficiency and risk management.
  • Leads operational strategy for new portfolios, products, or market-driven initiatives, overseeing requirements definition, data validation, testing, and implementation across teams. Monitors market, index, regulatory, and business developments; assesses downstream operational impacts and directs required data, process, and control changes.
  • Participates in special projects and performs other duties as assigned.

Qualifications:

  • Minimum of eight years experience in the Financial Services industry or related experience preferred. Supervisory experience required.
  • Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
  • Liquidity and cash flow expertise, especially within equity portfolios.
  • Strong technical investment knowledge (e.g., in-kind transactions, complex flows.)
  • Real-time decision-making and problem solving in high-stakes scenarios.
  • Player-coach leadership.
  • Cross-functional coordination (portfolio managers, traders, distribution teams).
  • Experience managing complex, high-risk transactions that require coordination across multiple stakeholders.
  • Background in liquidity management, cash flow, or trading support environments.
  • Proven ability to handle escalations and non-standard scenarios.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a missionwe'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.