Product Manager - Financial Services expertise
3B Staffing LLC
Title: Product Manager - Financial Services expertise
Location: This is 4 days onsite role in Boston, MA
Contract (6+ months)
City:
Boston
State:
MA Note: This is 4 days onsite role in Boston, MA so looking for candidates who are currently in/around Boston area or someone who has strong reason for relocation. This is only W2 role and please look for candidate around 60-70/hr on W2. Status:
Accepting Candidates
Description:
o Visa copy
o Name
o Contact Information: Phone | Email
o LinkedIn Profile
o Current location
o Available to join
o Available for interview
o Rate
o Resume attached
Top Skills Required :
- Investment management.
- Investment Operation
- Private Markets (Private Equity and Private Credit)
- Market and Security Reference Data
- Fund accounting and understanding of transactions
- Data management and data mapping between multiple systems
- SQL
- Financial Services - Private Markets will be a plus
End Date : 6 months from start date
Location : 4 days on-site in Boston, MA. (This is a hard requirement)
Interview Process : 2-3 internal video interviews
Product Manager - Financial Services / Private Markets
We are seeking an experienced Product Manager with deep Financial Services expertise to lead the development and evolution of products supporting Investment Management and Private Markets. This role requires strong domain knowledge across Private Equity, Private Credit, Investment Operations, and Fund Accounting, combined with hands-on experience in data management, reference data, and system integrations.
The ideal candidate will partner closely with business stakeholders, technology teams, and data teams to define product strategy, translate complex financial workflows into clear requirements, and deliver scalable, high-quality solutions.
Your Impact:
- Own and drive the product roadmap for platforms supporting Investment Management and Private Markets (PE & Private Credit).
- Partner with Investment, Operations, Fund Accounting, and Technology teams to gather requirements and translate business needs into clear product features.
- Lead product discovery and definition across:
- Investment Operations workflows
- Fund accounting and transaction lifecycles
- Market and Security Reference Data
- Data ingestion, enrichment, and distribution
- Define and manage product requirements, user stories, and acceptance criteria for agile delivery teams.
- Ensure accurate data management and data mapping across multiple upstream and downstream systems.
- Collaborate with data and engineering teams on SQL-based analysis, data validation, reconciliation, and issue resolution.
- Oversee integration of reference data (market, security, pricing, counterparty) into core investment and accounting platforms.
- Act as a subject-matter expert on private market transactions, including capital calls, distributions, valuations, and settlements.
- Support regulatory, audit, and reporting needs through strong data governance and product controls.
- Measure product success through KPIs, user feedback, and operational efficiency improvements.
- 7+ years of experience as a Product Manager, Product Owner, or Business/Product Analyst within Financial Services.
- Strong hands-on experience in Investment Management and Investment Operations.
- Deep knowledge of Private Markets, including: Private Equity, Private Credit
- Solid understanding of Fund Accounting, transaction processing, and lifecycle events.
- Experience working with Market and Security Reference Data.
- Proven background in data management, including data mapping between multiple systems.
- Strong SQL skills for data analysis, validation, and troubleshooting.
- Experience working in agile delivery environments with technology and data engineering teams.
- Ability to communicate complex financial concepts clearly to both technical and non-technical stakeholders.
- Experience with private market or investment platforms (e.g., accounting, portfolio management, or data platforms).
- Familiarity with data governance, data quality frameworks, and control processes.
- Experience supporting large-scale system integrations or platform modernization initiatives.
- Background working in asset management firms, asset servicers, or financial technology organizations.
Vacancy posted 20 hours ago
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