Description

Own the product roadmap for investment management and private markets platforms, driving requirements from discovery through release.

This role is on-site.

Responsibilities

• Drive the product roadmap for investment management, private markets, and fund accounting platforms.
• Lead product discovery and define features for investment operations, transaction lifecycles, and reference data.
• Create product requirements, user stories, and acceptance criteria for data ingestion and distribution systems.
• Oversee data mapping, management, and integrations across multiple financial systems.
• Partner with engineering and data teams on SQL analysis, validation, and issue resolution.

Required Skills

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

Preferred Skills

• Subject matter expertise in private market transactions, including capital calls and valuations.
• Experience supporting regulatory, audit, and reporting requirements.

Key Skills

Education

Bachelor's degree