VP, Research
Core
Designing and scaling the operating framework for a next-generation Outsourced Chief Investment Officer (OCIO) platform, integrating acquired teams, and establishing operational strategy.
Role type
VP, Research (Investment Operations & OCIO Platform Strategy)
Builds
Next-generation OCIO platform operating model and integrated investment workflows
Domain
Institutional Asset Management / OCIO / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Operational strategy design, process standardization, cross-functional leadership, organizational change management, technology enablement, business integration, workflow automation, governance framework development
Preferred skills
OCIO platform experience, M&A integration, institutional investment workflows, investment technology platforms, continuous improvement methodologies, quantitative research partnership
Technologies
CRM, performance reporting systems, workflow automation systems
Responsibilities
Designing and improving the operating model for OCIO services, leading operational strategy and process standardization, integrating acquired investment teams, partnering with technology providers to automate workflows
Seniority
Executive (VP), hands-on IC with strategic scope
