Product Owner, PMS & OMS (Investment Management)
ΠΡΡΡ & Π‘ΠΎΠΏΡΠΎΠ²ΠΎΠ΄
ΠΠ»Ρ ΠΌΡΡΡΠ° Ρ ΡΡΠΎΠΉ Π²Π°ΠΊΠ°Π½ΡΠΈΠ΅ΠΉ Π½ΡΠΆΠ΅Π½ Plus
ΠΠΏΠΈΡΠ°Π½ΠΈΠ΅ Π²Π°ΠΊΠ°Π½ΡΠΈΠΈ
Location: Boston, MA, United States; hybrid schedule with office attendance four days per week and remote work one day per week.
Base salary: USD 120,000β225,000 per year, plus potential bonus, incentives, and benefits.
Company
is a private-partnership investment management firm serving institutional clients in more than 60 countries across global capital markets.
What you will do
- Define and evolve the product vision, strategy, roadmap, objectives, and success measures for PMS and OMS capabilities.
- Own the product backlog, roadmap commitments, sequencing decisions, capacity allocation, and prioritization trade-offs.
- Deliver capabilities for portfolio construction, target management, constrained-account implementation, exposure and dispersion management, guideline adherence, and order handoff to the trading platform.
- Partner with Portfolio Managers, Portfolio Analysts, Investment Implementation, Compliance, Trading, Operations, Risk, Data, and Technology stakeholders.
- Lead backlog refinement, release planning, Agile ceremonies, product acceptance, stakeholder engagement, and adoption efforts.
- Identify and prioritize AI and advanced analytics opportunities for investment workflows, decision support, automation, and operational efficiency.
Requirements
- 10+ years of experience in asset management or financial services.
- Deep understanding of portfolio management, investment implementation, order management, and front-to-back investment workflows.
- Experience defining product strategies, roadmaps, backlogs, and delivery priorities.
- Demonstrated success leading complex cross-functional initiatives in Agile environments.
- Experience collaborating with portfolio managers, investment analysts, risk, data, and technology teams.
- Bachelorβs degree required; an advanced degree or CFA, FRM, CAIA, or related qualification is preferred.
Nice to have
- Experience working with traders, operations, and compliance teams.
- Familiarity with portfolio management, order management, trading, risk, analytics, and investment data platforms.
- Advanced degree, CFA, FRM, CAIA, or related professional qualification.
Culture & Benefits
- Collaborative culture that encourages independent thought and healthy debate.
- Retirement plan, health and wellbeing, dental, vision, pharmacy, HSA, and FSA coverage.
- Life and disability insurance, employee assistance, adoption assistance, and backup childcare.
- Tuition and CFA reimbursement, paid holidays, volunteer time, sick leave, vacation, and other paid time off.
- Flexible hybrid work environment with regular in-person collaboration.
ΠΡΠ΄ΡΡΠ΅ ΠΎΡΡΠΎΡΠΎΠΆΠ½Ρ: Π΅ΡΠ»ΠΈ ΡΠ°Π±ΠΎΡΠΎΠ΄Π°ΡΠ΅Π»Ρ ΠΏΡΠΎΡΠΈΡ Π²ΠΎΠΉΡΠΈ Π² ΠΈΡ ΡΠΈΡΡΠ΅ΠΌΡ, ΠΈΡΠΏΠΎΠ»ΡΠ·ΡΡ iCloud/Google, ΠΏΡΠΈΡΠ»Π°ΡΡ ΠΊΠΎΠ΄/ΠΏΠ°ΡΠΎΠ»Ρ, Π·Π°ΠΏΡΡΡΠΈΡΡ ΠΊΠΎΠ΄/ΠΠ, Π½Π΅ Π΄Π΅Π»Π°ΠΉΡΠ΅ ΡΡΠΎΠ³ΠΎ - ΡΡΠΎ ΠΌΠΎΡΠ΅Π½Π½ΠΈΠΊΠΈ. ΠΠ±ΡΠ·Π°ΡΠ΅Π»ΡΠ½ΠΎ ΠΆΠΌΠΈΡΠ΅ "ΠΠΎΠΆΠ°Π»ΠΎΠ²Π°ΡΡΡΡ" ΠΈΠ»ΠΈ ΠΏΠΈΡΠΈΡΠ΅ Π² ΠΏΠΎΠ΄Π΄Π΅ΡΠΆΠΊΡ. ΠΠΎΠ΄ΡΠΎΠ±Π½Π΅Π΅ Π² Π³Π°ΠΉΠ΄Π΅ β