Product Manager

Title: Product Manager

Location: 4 days on-site in Boston, MA

Duration: 6+ Months Contract

TN

Video Interview

Professional Summary – Product Manager (Investment Management & Private Markets)

Experienced Product Manager with over 7+ years in Financial Services, specializing in Investment Management, Investment Operations, and Private Markets (Private Equity & Private Credit). Proven track record of leading data-driven product strategy, delivering scalable solutions across fund accounting, transaction lifecycle management, and market/security reference data platforms.

Skilled in partnering with investment teams, fund accounting, operations, and engineering stakeholders to translate complex financial workflows into clear product requirements and agile delivery roadmaps. Hands-on expertise in data mapping, system integrations, SQL-based data analysis, reconciliation, and data governance frameworks.

Strong domain knowledge in capital calls, distributions, valuations, settlements, and portfolio data management, with experience supporting platform modernization initiatives and large-scale financial data ecosystems.

Recognized for improving operational efficiency, data quality, and reporting accuracy through structured product discovery, KPI measurement, and cross-functional leadership.

Key Skills Section (Recommended for Resume Alignment)

You should make sure these keywords appear clearly:

• Investment Management
• Investment Operations
• Private Equity
• Private Credit
• Fund Accounting
• Transaction Lifecycle
• Market Reference Data
• Security Master Data
• Data Mapping & Integration
• SQL / Data Analysis
• Agile Product Delivery
• Financial Data Platforms
• Capital Calls / Distributions
• Valuations & Settlements

Job Description 
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

Industry Experience:

• Financial Services – Private Markets will be a plus
  
  
  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.

Your Skills & Experience:

·        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.

Preferred Qualifications

·        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.