Vice President - Asset Management Client Reporting

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.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Experience Level

Executive Level