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About the Role

A challenging and exciting role in the rapidly growing Portfolio Analytics group, serving a diverse client base across North America, the United Kingdom, Continental Europe, and Asia. The Vice President will manage US client relationships, ensure client retention, and drive sales, marketing, and business development initiatives. The team provides ad-hoc and regulatory risk reports, supporting clients across various strategies and structures. This role offers a unique opportunity to work with a wide range of financial instruments and lead the build-out of a high-performing client service model across the US.

Responsibilities

Take an active, leading role in the CFS 'new business acquisition' process from a Portfolio Analytics perspective, demonstrating services to potential and existing clients.
Evaluate the viability of current and new business proposals with emphasis on tactical issues and barriers.
Own and lead senior client relationships across the US book, participating in regular client calls and working with the global Client Integration team.
Own and maintain the KPI and RAG framework across the US client base, supervising junior team members in day-to-day tracking and reporting.
Provide day-to-day leadership and management of the US Portfolio Analytics team, embedding a structured, KPI-driven client service model.
Ensure consistent standards of client oversight and RAG reporting across the book.
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.
Proactively build strong relationships with Client Service and Business Development colleagues across CFS offices.
Network across departments (Valuation/Profit & Loss, Operations, Internal Audit, Integration, etc.) to establish collaborative business relationships.
Embody the CFS culture, lead and inspire team through change, encourage others to seek opportunities for different approaches to address problems and opportunities.
Oversee the US team with responsibility for pre-sales, onboarding, client coverage planning, and other new business initiatives.
Focus on identifying, developing, deploying and retaining key talent within the US team, initiating strategies to develop internal talent through ongoing training and conducting timely performance evaluations.
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.
Execute business strategy by aligning communication, accountabilities, skills, internal processes and measurement to ensure sustainable and profitable results.
Identify and manage clients with elevated customisation and key person risk, ensuring documented continuity plans are in place and escalating concentration risk where appropriate.

Requirements

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.
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.
Enjoys project-based work, collaboration across teams, and dealing directly with clients.
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.
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.

Skills

Excel
VBA
SQL
Python
Qlik Sense
Tableau
Jaspersoft
Risk reporting
Performance analytics
Client relationship management
Team management
Pre-sales
Onboarding
Business development
Market risk
Credit risk
Liquidity risk
Counterparty risk measurement
Regulatory frameworks (Form PF, Form CPO-PQR, Annex IV, Basel III/CRD IV/CRR, Solvency II)

Location

North America
United Kingdom
Continental Europe
Asia
United States

Work Type

Full-time
Onsite

Experience Level

7-10 years
Senior leadership

Education Level

Bachelor's degree or higher
MSc
PhD
CQF
FRM
PRMIA
GARP
CFA
FIA

Salary/Compensations

$115,000 - $155,000

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 pool

About the Company

Citco is the market leader and premier provider in its field, pioneering the asset servicing sector since 1948.
The company continues to innovate and expand, shaping the future of the industry.
Citco serves hedge funds, alternative investments, corporations, and private clients across various asset classes and geographies.
Fund Administration is Citco’s core business, with a respected alternative asset and accounting service.
Continuous investment in learning and technology solutions ensures a seamless client experience.

Equal Opportunity

Citco fosters an inclusive culture by prioritizing the hiring of people from diverse backgrounds.
The company's culture is a source of pride and strength, fostering innovation, mutual respect, and collaboration.
Applications from people with disabilities are warmly welcomed and encouraged.
Citco adheres to making all employment and personnel decisions without discriminating based on race, color, creed, religion, sex, physical disability, mental disability, age, marital status, sexual orientation, citizenship status, national or ethnic origin, or any other protected status.