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

Testing Site - JPMC; New York (NY); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

Restaurant and amenities

Job summary

Testing Site - JPMC is seeking a Vice President – Program Manager / BA to lead a global client reporting transformation. The role focuses on process improvement, requirements gathering, and delivering scalable reporting solutions across regions, collaborating with Product, Technology, and external vendors.

The position requires strong stakeholder management, budget oversight, and governance enhancements within a multi-year program.

Qualifications

• The role requires 8+ years in asset management, programme/project management, business analysis or client reporting.
• Expertise in process engineering, mapping and improvement methodologies (Lean, Six Sigma or equivalent).
• Experience supporting large-scale vendor implementations and data management solutions.
• Strong ability to lead cross-functional teams in a global, matrixed environment.
• Excellent communication and stakeholder management across diverse audiences.
• Strong organisational skills, attention to detail and proficiency with MS Office and PM tools (JIRA, Agile, PRINCE2/APM/PMP).
• Bachelor’s degree required; advanced degree or certifications preferred; change management experience is a plus.

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 elevate risks, issues, and dependencies, supporting resolution and mitigation efforts.
• Contribute to the continuous improvement of program governance, processes, and templates

Skills

Process engineering

Process mapping

Lean / Six Sigma

Communication

Stakeholder management

Project management

Agile practices

Change management

Education

Bachelor’s degree or equivalent

Advanced degree or certifications preferred

Tools

JIRA

PRINCE2

APM

PMP

Snowflake

Kurtosys

FactSet Vermilion

MS Office

Job description

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 elevate 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.