IT Product Owner Consultant - Product & Portfolio Master
Role Summary
We are seeking an experienced IT Product Owner with strong expertise in Product Master and Portfolio Master platforms within the investment management domain.
The role will focus on building and enhancing master data platforms, ensuring accurate, governed, and scalable data across the investment lifecycle. This individual will bridge business, data, and technology teams to deliver high-quality solutions.
Key Responsibilities
Own and manage backlog for Product Master and Portfolio Master initiatives
Lead design and build of master data platforms, including portfolio and product structures
Translate business/data requirements into user stories and acceptance criteria
Define data models, hierarchies, and relationships (portfolios, sleeves, products, strategies)
Partner with tech teams on database design, data integration, and architecture
Drive data governance, ownership, and data quality frameworks
Ensure integration with downstream systems (reporting, performance, IBOR, vendor platforms)
Support portfolio/product onboarding workflows and lifecycle management
Lead UAT, validation, and data reconciliation across systems
Required Experience
10+ years in technology/business analysis within Investment Management
5+ years as Product Owner in Agile/Scrum environment
Hands-on experience with:
o Product Master / Portfolio Master platforms
o Portfolio structures, sleeves, accounts, product hierarchies
Strong understanding of investment data lifecycle (front-to-back)
Experience with IBOR, Security Master, performance and attribution data
Strong database and data modeling skills (SQL, relational structures)
Experience integrating with vendor platforms:
o FactSet, Bloomberg, Aladdin, State Street, MSCI, etc
Preferred Qualifications
Experience in large-scale master data platform build or migration
Experience with data pipelines, ingestion, and transformation
Exposure to data governance, stewardship, and DQ frameworks
Nice to Have
Experience with AI/automation-driven data workflows
Familiarity with Microsoft/GitHub Copilot tools
IT Product Owner Consultant - Product & Portfolio Master