Jason Romanski

Senior Manager, Vanguard Portfolio Review Department

Role
Senior Manager, Portfolio Review Department at Vanguard
Location
Philadelphia, PA, US
LinkedIn followers
500 followers

About Jason Romanski

Investment professional with deep experience on all aspects of investment, risk and regulation supporting the investment industry. Areas of focus include operational due diligence, third party risk management, liquidty risk management, proxy voting, and ESG. Experience developing practical solutions to challenging issues and skilled at building consensus. Passion for coaching and supporting the growth of others. Driven by working in a mission focused environment on teams that value input and collaboration. Specialties: risk management, third party risk mangagement, investments, operational due diligence, relationship management, investment risk and compliance, coaching and teaching

Experience

  1. Senior Manager, Portfolio Review Department

    Vanguard

    Nov 2008 — Present · Malvern, PA

    Oversight of Vanguard\'s third-party investment managers, including liquidity risk management, proxy voting, compliance, new investments, cash management, ESG, and fund operations. Experience with process and controls supporting both the Investment Company Act and Investment Advisers Act. Extensive involvement in coaching and mentoring.

Education

  • Isenberg School of Management, UMass Amherst

    Master of Business Administration (M.B.A.)

  • Indiana University of Pennsylvania

    Bachelor’s Degree, Accounting and Finance

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Jason Romanski — Senior Manager, Portfolio Review Department at Vanguard in Philadelphia, PA, US | Unifers