Vice President, Data & Technical Client Solutions

We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.

Position Overview

The DATS Business Partner Lead serves as a cross-functional project manager and “player-coach,” engaging with assigned business groups to translate operational needs into data, workflow, and technology solutions.  The Business Partner Lead is part of a global peer network of Business Partners focused on success in three cross-functional areas: data and technology adoption, workflow standardization, and shared information flows.  The Business Partner Lead marries strategy and execution, identifying root causes upstream; defining project specifications and coordinating execution with DATS; and implementing outcomes downstream with business stakeholders, holding accountability for results. At the Vice President level, the Business Partner Lead role may carry junior team member management responsibilities and provide coverage across multiple cross-functioning business groups. 

Essential Job Functions – The Business Partner Lead:

• Works closely with assigned business groups and DATS technical teams in defining project priorities, scope, approach, resource requirements and related timelines. Business groups range across Finance, FP&A, Accounting & Treasury, Tax, Legal/Compliance, Business Development, Client Onboarding, Reporting and Product Operations teams.
• Owns the full lifecycle of a cross-functional project, from requirements definition through implementation, change management, adoption, and value measurement. Works with business group stakeholders and DATS to ensure objectives are met and participating team members are held accountable to assignments
• Drives current-state assessments of business groups’ key workflows, data dependencies, and technology inefficiencies; teases out root cause factors, develops gap analyses, future-state recommendations, and design of strategic projects for consideration by DATS leadership
• Identifies opportunities to revamp existing workflows or create new workflows by leveraging emerging AI capabilities; partners with business group stakeholders and DATS to evaluate, design, and implement AI-driven solutions that improve operational efficiency, reduce manual effort, and enhance decision-making across the organization
• Coordinates closely with DATS technical teams (engineering, data, and reporting analytics) to translate stakeholder requirements into compatible project specifications and resource-effective execution
• Designs and oversees the delivery of advanced reporting, dashboards, and shared intelligence infrastructure serving stakeholders’ decision-making needs (Power BI, Snowflake, Salesforce, proprietary systems, AI, etc.)