Vice President, Portfolio Analytics

Job summary

The Vice President will manage senior client relationships, drive business development initiatives, and oversee the US Portfolio Analytics team. They are responsible for ensuring high-quality risk reporting, team development, and the implementation of a structured, KPI-driven client service model.

Job details

About Citco: The market leader. The premier provider. The best in the business. At Citco, we’ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we’ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco. About the Team & Business Line: Fund Administration is Citco’s core business, and our alternative asset and accounting service is one of the industry’s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience. A challenging and exciting role in a rapidly growing industry, Portfolio Analytics services across a diverse client base spanning hedge funds, private markets and multi-asset strategies across North America, the United Kingdom, Continental Europe and Asia. The Vice President of the Portfolio Analytics group will take a senior leadership role managing existing US client relationships, ensuring client retention, and driving sales, marketing and business development initiatives across the region. The team provides ad-hoc and regulatory risk reports that include, but are not limited to, exposure and P&L reports, limits monitoring, scenario analysis, stress testing, value-at-risk and fund performance analytics - supporting clients across a broad range of strategies and structures. The role provides a unique opportunity to work closely with a wide range of securities, derivatives and structured products in many currencies traded across global markets, and to lead the build-out of a structured, high-performing client service model across the US book. The individual's duties will include, but are not limited to, client onboarding project management, senior client relationship leadership, team management, and the training and development of staff — mirroring and helping to embed a proven operating model already established elsewhere in the group. Responsibilities Your Role: Business Development & Commercial Acumen — Take an active, leading role in the CFS 'new business acquisition' process from a Portfolio Analytics perspective, effectively demonstrating our suite of Portfolio Analytics services to potential clients as well as new or enhanced services to existing clients, positioning this as a core driver of the role; evaluate the viability of current and new business proposals with emphasis on tactical issues and barriers Client Relationship Management — Own and lead senior client relationships across the US book, participating in regular client calls and working closely with the global Client Integration team who oversee and project manage the firm-wide onboarding process Reporting of Client KPIs — Own and maintain the KPI and RAG framework across the US client base, supervising junior team members in day-to-day tracking and reporting to support senior management oversight Team Leadership & Management — Provide day-to-day leadership and management of the US Portfolio Analytics team, embedding a structured, KPI-driven client service model and ensuring consistent standards of client oversight and RAG reporting across the book Communication — Use appropriate interpersonal styles and techniques to gain acceptance and help others understand the importance of the vision on the day-to-day reality of the risk reporting process Building Networks - Proactively build strong relationships with Client Service and Business Development colleagues across CFS offices as a first priority, while also networking across departments (Valuation/Profit & Loss, Operations, Internal Audit, Integration, etc.) to establish collaborative business relationships at all levels and facilitate the accomplishment of business objectives Leading & Managing Others — Embody the CFS culture, lead and inspire team through change, encourage others to seek opportunities for different approaches to address problems and opportunities Organization & Resource Management — Oversee the US team with responsibility for pre-sales, onboarding, client coverage planning, and other new business initiatives Building and Retaining Organizational Talent —Focus on identifying, developing, deploying and retaining key talent within the US team (including succession planning) for the future success of CFS, initiating strategies to develop internal talent through ongoing training and conducting timely performance evaluations. Operational Decision-making — Commit and take responsibility for tactical decisions, adopting innovative approaches to move resolution of challenges to completion; communicate outcomes to all stakeholders and contribute to CFS vision and strategy Execution — Execute business strategy by aligning communication, accountabilities, skills, internal processes and measurement to ensure sustainable and profitable results Client Risk & Continuity Oversight — Identify and manage clients with elevated customisation and key person risk, ensuring documented continuity plans are in place and escalating concentration risk where appropriate Qualifications About You: Drive for Results — Possessing an energetic and tenacious achievement orientation; proactively seeking opportunities to drive performance of self and team, and setting stretching goals; managing personal and group strengths and opportunities Navigating Complexity — Proactively and quickly making sense of complex issues where ambiguity exists; communicating complicated information concisely and logically Excellent analytical, problem-solving and communication skills, with proven ability to summarise and interpret client requirements Aspiration to become a subject matter expert in proprietary risk solutions Someone who enjoys project-based work, collaboration across teams, and dealing directly with clients — no two days the same Quantitative background with a Bachelor's/higher level degree or professional qualification (MSc, PhD, CQF, FRM, PRMIA, GARP, CFA, FIA) Proficient in Excel, VBA, SQL, with Python experience in particular advantageous Knowledge of business intelligence tools such as Qlik Sense (or Tableau) and Jaspersoft is a plus 7–10 years' experience in investment and regulatory risk reporting and performance analytics in funds/asset management/banking/insurance - including hedge fund, private markets and multi-asset strategies , with demonstrated experience in client relationship leadership, team management, pre-sales, onboarding and business development Prior experience managing or supervising a client-facing team is required Knowledge of market, credit, liquidity and counterparty risk measurement and management under regulatory frameworks such as Form PF, Form CPO-PQR, Annex IV, Basel III/CRD IV/CRR and Solvency II is advantageous Candidates must be willing to travel to the United States for business purposes Salary Range: $115,000 - 155,000 This position is for an existing vacancy Our Benefits Your well-being is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location. We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect. Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.

What you’ll do

The Vice President will manage senior client relationships, drive business development initiatives, and oversee the US Portfolio Analytics team. They are responsible for ensuring high-quality risk reporting, team development, and the implementation of a structured, KPI-driven client service model.

Requirements

Candidates must have 7–10 years of experience in investment and regulatory risk reporting within the asset management or banking sectors. A quantitative background with a bachelor's degree or higher, along with proficiency in SQL, Python, and Excel, is required.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• Short-term disability benefits
• Long-term disability benefits
• Retirement savings plan
• Tuition reimbursement
• Mental health and wellness support
• Parental leave
• Annual discretionary bonus

Listed skills

• Client Relationship Management · Preferred
• Business development · Preferred
• Team Leadership · Preferred
• Project management · Preferred
• Microsoft Excel · Preferred
• SQL · Preferred
• Python · Preferred
• Tableau · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Portfolio analytics
• Client relationship management
• Business development
• Risk reporting
• Team leadership
• Project management
• Excel
• VBA
• SQL
• Python
• Qlik Sense
• Tableau
• Jaspersoft
• Regulatory risk reporting
• Performance analytics
• Financial derivatives
• Counterparty Risk
• Value At Risk (VaR)
• Energetic
• Financial Stress Testing
• Frontline Decision-Making Autonomy
• Profit And Loss (P&L) Management
• Regulatory Risk
• Business Objectives
• Regulatory Frameworks
• Technology Solutions
• Client Onboarding
• Planning
• Accounting
• Asset Classes
• Asset Management
• Mental Health
• Business Development
• Customer Relationship Management
• Business Acquisition
• Business Intelligence Tools
• Management
• Business Proposals
• Investments
• Chartered Financial Analyst
• Communication
• Training And Development
• Disabilities
• Sales
• Fund Administration
• Geography
• Global Marketing
• Leadership
• Hedge Funds
• Marketing

Job areas

• Finance & Accounting
• Management & Leadership
• Data & Analytics
• Consulting
• Customer Service & Support
• Vice President/Portfolio Manager
• Vice President / Director of Finance
• Finance Managers
• Treasurers and Controllers
• Financial Managers

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