Vice President - Investment Governance and Reporting

Investment Governance, Insights & Engagement- Vice President

This role leads stakeholder engagement and change execution across the Digital & Platform Services F&BM Investment Governance space. The work includes driving reporting and data strategy discussions, coordinating enhancements across firmwide tooling and reporting platforms, supporting operational governance processes, and partnering with business, product, and technology stakeholders to improve reporting usability, controls, and adoption.  

As a Vice President in Investment Governance, Insights & Engagement, you will lead stakeholder engagement and change execution across the Digital & Platform Services F&BM Investment Governance space

Job Responsibilities 

• Lead portfolio governance and reporting discussions, including agenda-setting, stakeholder follow-up, minutes, prioritization, and coordination of enhancements across reporting and data platforms.  
• Coordinate strategic reporting and data initiatives to improve reporting automation, stability, access, and downstream consumption.  
• Act as a key business interface between investment governance, product teams, and technology teams by translating business needs into actionable requirements, reviewing functionality documentation, challenging sign-off content, and progressing enhancements or fixes. 
• Support production readiness and issue resolution by triaging reporting discrepancies, escalating data issues, coordinating with product or L1 support teams, and helping users navigate workarounds, access requests, and deployment dependencies. 
• Oversee reporting framework adoption and communications by promoting new portfolio reporting environments, guiding users to help resources and channels, and supporting office hours, demos, and engagement forums. 
• Provide line support, coaching, and day-to-day direction to junior team members, including analysts and rotational talent 
• Contribute to business communications and governance outreach, including email communications, all-hands support, status updates, and user-facing reporting notices.  

 

Required qualifications, skills, and capabilities

• Experience in portfolio governance, finance/business management, reporting, product support, or a related transformation / controls environment 
• Demonstrated experience working across business and technology stakeholders in a matrixed organization 
• Strong analytical and problem-solving skills, with the ability to translate business needs into reporting or process solutions 
• Experience working with reporting / BI tools and data-driven governance processes 

• Proven ability to manage multiple priorities, drive follow-up, and lead execution through ambiguity 

   

Preferred qualifications, skills, and capabilities

• Investment governance and financial/reporting process knowledge. Masters degree in Finance, Business, Economics, Technology, or a related discipline preferred. Prior experience supporting or managing analysts, interns, apprentices, or junior team members preferred 
• Stakeholder management across business, product, and technology teams. Strong written and verbal communication skills 
• Project management and execution discipline. Requirements gathering, documentation review, and change coordination 
• Issue management, escalation handling, and user support orientation. Team leadership, coaching, and early-career talent development 

Experience Level

Executive Level