Anika Nazmun

Experience

• 

  Vanguard

  Jun 2012 - now

  Create product strategy and drive execution of a multi-year roadmap for one of the top hybrid advice offers in the industry, Vanguard Personal Advisor Services (PAS). Chief of Staff to Vanguard's Institutional Investor Group, a $2T business driving retirement success for over 20M participants. Created strategy and drove implementation of a program to strengthen Vanguard’s support model for financial advisors. Developed business case, operating model, and execution plan. Interfaced with enterprise senior leaders, coordinated project plans, and managed change and communications for a successful program launch. Led a team of financial analysts responsible for the valuation of equity and fixed income securities, FX rates, and private equities for all US and internationally domiciled funds. A rotational leadership program focused on developing analytical, client relationship management, and leadership skills. Rotations included Security Pricing (focused on security analysis and designing process for risk mitigation), Global Procurement (supported organizational change efforts for management groups), HR (supported a global HR transformation with specific focus on people, process, and technology), and Internal Audit. Guided client investment decisions. Executed trades with accuracy and efficiency. Responded to client inquiries by remaining knowledgeable about investment products and services.

  • Digital Transformation Leader

    Oct 2023 - now

  • Senior Product Portfolio Manager

    Feb 2022 - now

  • Chief of Staff, Institutional Investor Group

    Feb 2019 - Jan 2022

  • Project Manager, Financial Advisor Services

    Jun 2016 - Feb 2019

  • Equity and Fixed Income Pricing

    Aug 2014 - Jun 2016

  • Acceleration Leadership Development Program

    Aug 2013 - Aug 2014

  • Brokerage Associate

    Jun 2012 - Aug 2013