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Senior M&A and Strategic Partnerships Deal Lead

Vanguard

Senior M&A and Strategic Partnerships Deal Lead

Vanguard

Malvern, PA

·

On-site

·

Full-time

·

1w ago

Benefits & Perks

Remote Work

Remote Work

Required Skills

Financial modeling

Valuation analysis

Due diligence

Negotiation

Project management

Executive communication

Create value through inorganic growth and new partnerships!

This role will support key activities across the entire transaction lifecycle related to possible mergers, acquisitions, divestitures, joint ventures, and other strategic partnerships and will report directly to the Head of M&A and Partnerships. The ideal candidate will apply strategic, analytical, and transactional skills to support the identification and execution of growth opportunities across Vanguard’s business lines.

Responsibilities:

  • Identify, evaluate, and execute potential M&A and partnership opportunities by delivering both quantitative and qualitative analyses to gain consensus on strategy and investment theses that align with Vanguard’s business goals and strategic priorities.
  • Develop and maintain sophisticated financial models and valuation analyses to analyze complex transactions and present clear recommendations to key stakeholders.
  • Lead all aspects of the due diligence process, including planning, counterparty engagement, leadership reviews, etc.
  • Support the negotiation of commercial terms within term sheets and definitive agreements.
  • Grow strong internal relationships and collaborate effectively with cross-functional teams.
  • Build executive level presentations and clearly communicate in-depth market research and analyses to senior stakeholders to drive executive-decision making.
  • Work independently with exemplary attention to detail and sensitivity to deadlines. Lead multiple workstreams while managing competing priorities and partner needs.
  • Coach less experienced crew in financial methodologies, partnership and M&A frameworks and approaches, and inorganic growth best practices based on deep knowledge of emerging trends and industry standards.
  • Participate in special projects and perform other duties as assigned.

Qualifications:

  • Functional & Industry Expertise: 8+ years of direct work experience in investment banking, private equity, corporate development, management consulting or similar M&A or strategic partnership roles. Asset management or financial services experience a plus.
  • Education: Undergraduate degree required in Business, Economics, Finance, or similar required. Graduate degree preferred.
  • Analytical Skills: Proven ability to lead financial modeling, valuation, and pro forma analysis. Candidate must be skilled in evaluating and solving complex business scenarios. Conceptual thinking skills must be complemented by strong quantitative orientation.
  • Leadership & Influence: Demonstrated ability to influence and lead cross-functional teams without direct authority. Candidates should foster innovation, drive critical decisions, hold business partners accountable, and be able to consistently deliver results.
  • Executive Communication & Presentation Abilities: Impeccable written and oral communication credentials, coupled with strategic influencing skills and the ability to drive agreement through intellect, interpersonal and negotiation skills.
  • Project Management: Rigorous project management and organizational skills. Proven ability to manage multiple complex, parallel initiatives simultaneously under tight deadlines and ambiguity in fast-paced, dynamic environment.

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.

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About Vanguard

Vanguard

A client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services to institutional and individual investors, and financial professionals.

10,001+

Employees

Kelayres

Headquarters

Reviews

3.4

3 reviews

Work Life Balance

2.5

Compensation

3.2

Culture

2.8

Career

3.5

Management

3.0

45%

Recommend to a Friend

Pros

Competitive compensation package with bonuses

Good foundation for career development

Interesting programs aligned with education

Cons

Long commute requirements (2.5 hours)

Mandatory on-site presence multiple days

Pay below industry standards

Salary Ranges

1,532 data points

Junior/L3

Junior/L3 · Client Relationship Associate

529 reports

$60,018

total / year

Base

$55,076

Stock

-

Bonus

$4,942

$46,375

$78,763

Interview Experience

3 interviews

Difficulty

3.0

/ 5

Duration

14-28 weeks

Interview Process

1

Application Review

2

Recruiter/HR Phone Screen

3

Technical/Case Study Round

4

Final Round Interview

5

Offer

Common Questions

Behavioral/STAR

Technical Knowledge

Case Study

Past Experience

Culture Fit