Vice President- Investment Performance, Analytics and Transformation

As a key member of the IIS Operations Team, you will enhance and optimize the delivery of performance solutions and products to customers. You will lead the swift onboarding of asset owner and asset manager clients from an internal legacy platform to a vendor solution, collaborating closely with internal stakeholders in client operations, product technology, and product management across global operating sites.

Responsibilities

• Lead end-to-end product delivery processes including intake, dependency management, release management, product operationalization, delivery feasibility decision-making, and product performance reporting, while escalating opportunities to improve efficiencies and functional coordination.
• Lead the completion of change management activities across functional partners and ensure adherence to the firm's risk, controls, compliance, and regulatory requirements.
• Effectively manage timelines and dependencies while monitoring blockers, ensuring adequate resourcing, and liaising with stakeholders and functional partners.
• Assess platform readiness for client migration to new operating model, including functional requirements, quality control and reporting, plus operational readiness.
• Collaborate with development teams on the execution of the product roadmap, including requirement gathering, functional testing, and training users.
• Partner with the Performance Operations team and the Product team to understand client behavior and needs to execute and deliver business requirements.
• Assist senior department leadership with project staffing and governance decisions; lead/influence less experienced members of the team in a matrix reporting environment.
• Establish and maintain relationships with vendor and internal management.
• Possess business-level understanding of platform functions (legacy and external).
• Identify, document, and resolve production issues pre- and post-migration.
• Work independently and as a team to verify performance/risk analytics at multiple levels across platforms using available tooling.
• Provide concise client migration status updates and assist with prioritization; present findings, outcomes, and solutions at stakeholder meetings.

Requirements

• 5+ years of experience or equivalent expertise in product delivery or a relevant domain area.
• Demonstrated ability to execute operational management and change readiness activities.
• Strong understanding of delivery and a proven track record of implementing continuous improvement processes.
• Experience in product or platform-wide release management, in addition to deployment processes and strategies.
• Previous industry experience with institutional clients (working with market-leading performance, attribution, and analytics software platforms, e.g., FactSet).
• Deep understanding of systems/software development lifecycle.
• Proficiency with office productivity software.
• Positive attitude with a willingness to work hard and be on a steep learning curve.
• Attention to detail with demonstrated problem-solving ability.

Preferred Qualifications

• Proficient knowledge of the product development life cycle, design, and data analytics.
• Deep understanding of investment performance and attribution calculations and methodologies.
• Industry-recognized professional certifications such as CFA, CAIA, and CIPM are encouraged.
• Degree in business, finance, or math is preferred.
• BA/BS/MBA or equivalent.
• Experience supporting more than one CCB Operations Function/Line of Business.

Benefits

• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

Pay

Competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.

Schedule

Full-time in office, on a 40-hour per week schedule.

Visa sponsorship is not available for this position.