Vice President, Client Reporting/Performance

We are seeking a Vice President, Client Reporitng/performance to join our team.  The position will be located in Pittsburgh, PA ( 4 days in office expectation).

In this role, you’ll make an impact in the following ways:

• Reviews and interprets portfolio and reporting data to support accurate, timely, and meaningful client deliverables.
• Resolves complex questions related to reporting outputs, data integrity, and system functionality.
• Uses SQL to source, validate, and reconcile information across multiple platforms.
• Performs business analysis by documenting requirements, assessing workflows, identifying gaps, and supporting solution implementation.
• Leads stakeholder discussions to capture needs, confirm priorities, and ensure follow-through on agreed actions.
• Works across technology, operations, and business teams to enhance reporting processes and platform capabilities.
• Coordinates assigned deliverables, monitors progress, and supports execution of change initiatives.
• Produces insights and recommendations that contribute to service quality and a stronger client experience.
   

To be successful in this role, we’re seeking the following:

• Bachelor’s degree or equivalent combination of education and experience required.
• Minimum 5 years of relevant experience required.
• Strong SQL capability and experience working with data from multiple sources required.
• Proven business analysis experience required.
• Demonstrated project management or delivery coordination skills required.
• Strong communication, analytical, and problem-solving skills required.
• Ability to lead meetings and work effectively with cross-functional stakeholders required.
• Experience in financial services, client reporting, brokerage, trading support, or a related discipline preferred.
• Nice to have: experience with Business Intelligence tools such as Power BI