Description

Key Responsibilities

• Own and drive the product roadmap for investment management and private markets platforms.
• Partner with investment, operations, fund accounting, and technology teams to gather requirements and define product features.
• Lead product discovery and requirements for:
  • Investment Operations workflows
  • Fund Accounting processes and transaction lifecycles
  • Market and Security Reference Data
  • Data ingestion, enrichment, and distribution
• Create and manage product requirements, user stories, and acceptance criteria.
• Oversee data mapping, data management, and integrations across multiple systems.
• Work with engineering and data teams on SQL-based analysis, validation, reconciliation, and issue resolution.
• Support integration of market, security, pricing, and counterparty reference data into investment and accounting platforms.
• Serve as a subject matter expert for private market transactions, including capital calls, distributions, valuations, and settlements.
• Support regulatory, audit, and reporting requirements through strong data governance and controls.
• Track product performance through KPIs, user feedback, and operational metrics.

Required Qualifications

• 7+ years of experience as a Product Manager, Product Owner, Business Analyst, or Product Analyst within Financial Services.
• Strong experience in Investment Management and Investment Operations.
• Deep understanding of Private Markets, including Private Equity and Private Credit.
• Solid knowledge of Fund Accounting, transaction processing, and lifecycle events.
• Experience with Market and Security Reference Data.
• Strong background in data management and data mapping across multiple systems.
• Proficiency in SQL for data analysis, validation, and troubleshooting.
• Experience working in Agile environments with engineering and data teams.
• Excellent communication and stakeholder management skills.

Key Skills

Education

Bachelor's degree