Senior Product Manager - Asset Management

Senior Product Manager - Asset Management

Location: Boston, MA (Hybrid, 4 Days Onsite)


Duration: Contract through December 2026 with potential extension or conversion


MUST HAVE: Direct Asset Management experience supporting Investment Performance, Attribution, Benchmark Construction, Portfolio Analytics, Portfolio Accounting, Investment Risk, or Investment Operations platforms. Candidates without this experience will not be considered.


Overview


Our client, a leading investment management organization, is seeking a Senior Product Manager to support strategic initiatives across investment performance, attribution, benchmark, portfolio analytics, and investment operations platforms. This individual will serve as a key liaison between investment stakeholders and technology teams, driving requirements, delivery, and platform enhancements across critical investment management systems.


The ideal candidate will bring deep asset management expertise, strong product ownership experience, and the ability to work directly with Portfolio Management, Investment Performance, Risk, and Operations teams.


Key Responsibilities


• Partner with Portfolio Managers, Investment Performance teams, Risk teams, and Investment Operations stakeholders to define business requirements and strategic priorities.


• Lead requirements gathering sessions and stakeholder workshops across front, middle, and back-office functions within the investment management organization.


• Translate complex investment management workflows into user stories, acceptance criteria, functional specifications, and process documentation.


• Own and manage product backlogs, ensuring priorities are aligned with business objectives, delivery timelines, and platform roadmaps.


• Drive enhancements across investment performance measurement, attribution, benchmark management, portfolio accounting, and investment reporting platforms.


• Facilitate Agile ceremonies including sprint planning, backlog refinement, retrospectives, and stakeholder reviews.


• Coordinate delivery efforts across engineering, data, analytics, and quality assurance teams while managing dependencies and risks.


• Utilize SQL to support data validation, reconciliation, troubleshooting, and analytical initiatives related to investment and benchmark data.


• Support reporting and business intelligence initiatives through collaboration with data and analytics teams.


• Identify opportunities to improve operational efficiency through automation, process optimization, and AI-enabled delivery practices.


Required Qualifications


• 5+ years of Product Management, Product Owner, Business Systems Analysis, or related experience within Asset Management.


• Deep understanding of investment performance, attribution, benchmark construction, portfolio analytics, portfolio accounting, investment operations, or investment risk functions.


• Experience supporting systems and workflows utilized by Portfolio Management, Performance Measurement, Risk, or Investment Operations teams.


• Strong understanding of front, middle, and back-office investment management processes.


• Working knowledge of financial instruments including equities, fixed income, ETFs, mutual funds, derivatives, and alternative investments.


• Experience gathering requirements, managing stakeholders, and driving delivery across cross-functional teams.


• Strong Agile delivery experience, including backlog ownership, prioritization, and sprint planning.


• Hands-on SQL experience supporting data analysis, validation, reconciliation, and troubleshooting activities.


• Excellent communication skills with the ability to effectively bridge business and technical stakeholders.


Preferred Qualifications


• CFA, CAIA, CIPM, or progress toward certification.


• Experience with investment performance methodologies including TWR, MWR, attribution analysis, benchmark construction, tracking error, and related analytics.


• Experience developing dashboards and reporting solutions using Power BI.


• Working knowledge of Python for data analysis, automation, or scripting.


• Experience with Snowflake, Databricks, Azure Synapse, Microsoft Fabric, or similar cloud data platforms.


• Experience utilizing JIRA, Azure DevOps, or comparable Agile delivery tools.


Additional Information


Candidates whose backgrounds are primarily focused on SaaS, Payments, FinTech, E-Commerce, MarTech, AdTech, or general Product Management without investment management domain expertise are unlikely to be a fit for this opportunity.