Asset Management Client Reporting Vice President

Drive the modernization of reporting by ensuring trusted well-governed data from source to consumer. Lead while strengthening quality controls and transparency. Partner with stakeholders and Subject Matter Experts to deliver scalable reconciled audit-ready reporting.

As a Vice President within Client Services team you drive data governance and the transition of reporting to Kurtosys to enable consistent traceable and reproducible outcomes. You ensure data readiness for onboarding oversee quality frameworks and manage end-to-end reconciliation between CRDP and Kurtosys. You lead a team and SME steward network while proactively managing stakeholders risks testing and cutover execution.

Job Responsibilities

• Establish processes to validate data availability for onboarding and downstream reporting readiness.
• Drive remediation plans to close data gaps and track completion to agreed milestones.
• Standardize data definitions and transformations across CRDP and Kurtosys for consistent interpretation.
• Enable end-to-end traceability by aligning lineage metadata and control documentation.
• Implement data quality frameworks leveraging the Pro DQ model and defined quality thresholds.
• Coordinate report transition analysis test planning and migration approach to Kurtosys.
• Execute regression checks and cutover readiness activities to minimize operational disruption.
• Monitor delivery progress dependencies and key risks across the transition program.
• Mitigate issues through structured triage root-cause analysis and corrective action plans.
• Build a network of SMEs to serve as data stewards with clear ownership and escalation paths.
• Lead and develop team members to foster high performance and cross-functional collaboration.

Required qualifications capabilities and skills

• Bring 12 years of experience in data governance reporting or asset management.
• Demonstrate delivery leadership on large-scale governance or reporting transformation initiatives.
• Lead teams through people management coaching and performance development.
• Influence senior stakeholders with clear communication and strong relationship management.
• Apply rigorous analytical and organizational skills to drive structured execution.
• Manage risks dependencies and delivery timelines across multi-team programs.
• Ensure data control discipline across definitions transformations and reconciliation outcomes.

Preferred qualifications capabilities and skills

• Hold an MBA in Finance or a CFA.
• Leverage hands-on experience with Kurtosys or similar reporting platforms.
• Apply practical experience with metadata management and data lineage tooling.
• Implement data quality monitoring and exception management operating models.
• Partner effectively with technology teams on data pipelines and transformation logic.
• Operate confidently in regulated environments requiring audit-ready reporting and controls.
• Facilitate workshops and calibration sessions to align requirements and definitions across stakeholders.