Client Reporting Implementation and Transition Team, Program Manager/BA - US - VP

Job Title: Vice President – Program Manager / BA 

Location: United States – Columbus or New York

Role Overview:

The Client Reporting organisation manages the production of over 700,000 client deliverables annually, spanning recurring marketing, client, and regulatory-driven reporting across all client channels and asset classes. The organization is undergoing a multi-year, global transformation to implement a new Target State, including the deployment of a new vendor reporting platform, optimization of data management, template enhancements, operating model convergence, and the decommissioning of legacy systems. A new Transformation Program team is being formed to support the delivery of this strategic initiative.

This Vice President role will report to the Program Director and work closely with cross-functional stakeholders, including Client Reporting, Investment Specialists, Sales, Marketing, Product, Technology, and external vendor partners to gather requirements, support process engineering, and deliver associated program outcomes. The role will have a particular focus on process improvement and business analysis, supporting the design and implementation of efficient, scalable solutions.

Responsibilities:

• Support the end-to-end delivery of the Client Reporting Target State program, ensuring alignment with organizational strategy and business objectives.

• Manage assigned workstreams or projects, including planning, execution, and delivery of key milestones.

• Coordinate with stakeholders to ensure effective communication, transparency, and alignment throughout the program lifecycle.

• Prepare and deliver program updates, status reports, and risk/issue logs for senior management and steering committees.

• Collaborate with the Product Lead and Technology teams to support integration of the new reporting platform and data management enhancements.

• Drive change management activities, including stakeholder engagement, training, and adoption initiatives.

• Gather, analyze, and document business requirements, translating them into functional specifications for technology and operational teams.

• Monitor program budgets and track financial performance for assigned workstreams.

• Identify and escalate risks, issues, and dependencies, supporting resolution and mitigation efforts.

• Contribute to the continuous improvement of program governance, processes, and templates

   

Desired qualifications, capabilities and skills

• Minimum 8 years’ relevant experience in asset management, programme/project management, business analysis and/or client reporting, with a track record of delivering complex projects or programmes.
• Demonstrated expertise in process engineering, mapping and improvement methodologies (e.g., Lean, Six Sigma or equivalent).
• Proven experience supporting large-scale vendor implementations, ideally for reporting platforms (e.g., Kurtosys, FactSet Vermilion or equivalent) and data management solutions (e.g., Snowflake).
• Strong ability to lead cross‑functional teams and operate effectively in a matrixed, global environment.
• Excellent communication and stakeholder management skills, with the ability to tailor messaging to diverse audiences.
• Strong organisational skills, attention to detail and results orientation; proficient in MS Office and experienced with project management tools and methodologies (e.g., JIRA, Agile practices, PRINCE2/APM/PMP).
• Bachelor’s degree or equivalent; advanced degree and/or relevant certifications preferred; experience with change management and process improvement initiatives is an advantage.