Product Manager – Financial Services / Private Markets
About the Role
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 combines strong domain knowledge across Private Equity, Private Credit, Investment Operations, and Fund Accounting with hands-on experience in data management, reference data, and system integrations.
You 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.
What You’ll Do
- Own and drive the product roadmap for platforms supporting Investment Management and Private Markets (Private Equity & Private Credit)
- Partner with Investment, Operations, Fund Accounting, and Technology teams to gather requirements and translate business needs into 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 mapping across multiple upstream and downstream systems
- Collaborate with engineering and data 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 (capital calls, distributions, valuations, settlements)
- Support regulatory, audit, and reporting requirements through strong data governance and controls
- Measure product success through KPIs, user feedback, and operational efficiency improvements
What You Bring
- 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 and 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 mapping across multiple systems
- Strong SQL skills for data analysis, validation, and troubleshooting
- Experience working in agile environments with engineering and data teams
- Excellent communication skills, with the ability to translate complex financial concepts to both technical and non-technical audiences
Preferred Qualifications
- Experience with private market or investment platforms (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 in asset management firms, asset servicers, or fintech organizations
