Vice President, Data, Reporting & Platform Enablement

The Citco Group • Dallas, TX

17h

About The Position

This role is within the Strategic Operations team, a dedicated function within Private Assets at Citco. Strategic Operations focuses on transformation delivery, project execution, business analysis, operational initiatives, and implementation support. The Data, Reporting & Platform Enablement area, led by the Technology, Data & Delivery leader, will define Operations requirements for data, reporting, and platforms, strengthen data quality and lineage, and manage solutions through testing, deployment, and adoption. This group collaborates closely with Operations, the Transformation Office, IT, Tactical Operations, and Marquee Client teams. Roles can be permanent or approximately 12-month rotational assignments.

Requirements

• 8+ years’ experience in private assets accounting or operations, with hands-on exposure to data, reporting or platform work.
• Hands-on experience of reporting build, data analysis, system implementation or project delivery.
• Strong technical knowledge of private assets processes and the data that underpins them.
• Strong analytical skills, with the ability to interrogate large data sets and evidence a recommendation.
• Project management skills with attention to detail and a proven ability to multi-task.
• Confident engaging both operational teams and technology partners.
• Strong written and verbal communication skills.
• Advanced computer skills (Microsoft Excel); familiarity with reporting, workflow or automation tooling an advantage.
• Bachelor’s Degree in Accounting, Finance or Economics; professional accounting designation is preferred.
• Deep technical and operational knowledge — genuine depth in how our processes, data and platforms actually work — the detail that only comes from having run the work.
• Curiosity — the instinct to ask why a process looks the way it does, to challenge the answer, and to keep asking whether there is a better way.
• A transformational mindset — comfortable redesigning end to end rather than patching, and prepared to see change through past go-live to the point where it is genuinely adopted.
• Ownership through to adoption — accountability does not end at delivery; success is measured by whether the change sticks in the business.
• Commercial and client awareness — an understanding of what we can genuinely run, so that what we commit to a client is deliverable.
• Global mindset — working across regions, jurisdictions and time zones, and designing solutions that scale beyond a single desk, client or location.
• Ambition to shape Citco’s future — an appetite to help build the operating model we will run for years, and to be measured on whether it works.

Nice To Haves

• Familiarity with reporting, workflow or automation tooling an advantage.

Responsibilities

• Deliver data, reporting, and platform change from requirement definition through testing to deployment and adoption.
• Define and document Operations’ data and reporting requirements, and agree them with IT and the Transformation Office.
• Support platform change through build, and own the Operations-side test strategy including UAT and defect resolution.
• Build the data and reporting outputs needed to evidence a problem and measure the benefit of a change.
• Investigate and resolve data quality issues, tracing them to source rather than correcting downstream.
• Support implementation of platform change across fund structures, new client setups, and transitions.
• Work with the Operating Model, Product & Client Solutions and Digital Workflow, Automation & AI focus areas where delivery depends on data or reporting capability.
• Work directly with Operations teams to ensure change is understood, trained out, and genuinely adopted.
• Produce project documentation, status reporting, and ad hoc analysis as 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 pool based on company profitability and individual contributions

What This Job Offers

• Job Type: Full-time
• Career Level: Senior