Job Title: Product Manager
Location: Boston, Massachusetts (4 days onsite a week)
Duration: 12+ Months (with possible extension)
Performance Calculation, Attribution, and Data Validation/Troubleshooting (Manager)
Candidates should have strong experience with:
- Performance Calculation
- Performance Attribution
- Data Validation/Troubleshooting when results don't tie
- Experience within the Financial Industry
Must Have Skills
- 5+ years of experience as a Business Systems Analyst, Product Analyst, or similar role within Asset Management / Financial Services
- Strong Asset Management domain experience
- Investment Performance Calculation experience
- Performance Attribution experience
- Performance Data Validation, Reconciliation, and Troubleshooting experience
- Hands-on SQL experience (querying, data validation, reconciliation, ad hoc analysis)
- Experience working with Portfolio, Performance, or Risk teams
- Requirements Gathering and Stakeholder Management experience
- User Stories, Acceptance Criteria, and Functional Specifications experience
- Product Backlog Ownership / Agile Delivery experience
- Experience investigating and resolving performance calculation discrepancies when results do not tie
- Hands-on experience with Portfolio and Benchmark Data
Strong understanding of front, middle, and back-office operations
- Trade Lifecycle
- Portfolio Accounting
- Reconciliation
- Client Reporting
Knowledge of financial instruments
- Equities
- Fixed Income
- Derivatives
- ETFs
- Mutual Funds
- Alternatives
Preferred / Nice-to-Have Skills
- CFA, CIPM, or CAIA
- Power BI
- Python
- Snowflake, Databricks, Azure Synapse, Microsoft Fabric
- JIRA / Azure DevOps
- AI tools (GitHub Copilot, LLMs, AI-assisted SDLC tools)
What We Value
- Self-starter mindset - you take ownership, anticipate needs, and drive work forward without being asked
- Intellectual curiosity about markets, instruments, and the investment management value chain
- Strong communication skills bridging technical teams and business stakeholders
- Forward-looking perspective on AI in the SDLC - not just awareness, but enthusiasm for experimenting with and integrating AI tools into planning, requirements, testing, and delivery
- Collaborative spirit with a bias toward clarity, transparency, and continuous improvement
Preferred Qualifications
- CFA charter holder or progress toward CFA designation (Level I, II, or III candidate); CIPM, CAIA, or equivalent certifications also valued
- Understanding of investment performance measurement (TWR, MWR, attribution analysis, benchmark construction) and risk measures (VaR, tracking error, Sharpe ratio)
- Experience with Power BI for dashboard development or data visualization
- Working knowledge of Python for scripting, data manipulation, or automation
- Familiarity with cloud data platforms such as Microsoft Fabric, Azure Synapse, Snowflake, or Databricks
- Experience with JIRA, Azure DevOps, or equivalent agile planning tools
Required Qualifications
- 5+ years as a Business Systems Analyst or equivalent role within asset management or financial services
- Strong understanding of front, middle, and back office operations — trade lifecycle, portfolio accounting, investment performance, reconciliation, client reporting
- Working knowledge of financial instruments and products (equities, fixed income, derivatives, alternatives, ETFs, mutual funds)
- Demonstrated ability to independently drive requirements gathering, stakeholder workshops, and documentation with minimal supervision
- Experience facilitating agile ceremonies and performing planning/coordination in a Scrum or Kanban environment
- Proficiency in SQL for querying, data validation, and analytical support
- Awareness of how AI and automation tools (e.g., GitHub Copilot, LLM-based assistants, AI test generation) are transforming the SDLC, with willingness to champion adoption
Technical & Data Collaboration
- Write and maintain SQL queries for data validation, reconciliation, and ad hoc analysis supporting performance and benchmark data pipelines
- Build BI visualizations, preferably using Power BI, to drive decision-making and executive readouts
- Support adoption of AI-augmented practices across the SDLC — from AI-assisted requirements drafting and test case generation to automated documentation and delivery acceleration
Agile Delivery & Part-Time PM (20–40%)
- Facilitate agile ceremonies including sprint planning, stand-ups, retrospectives, and backlog refinement
- Own and groom the product backlog in partnership with the Product Owner — stories well-defined, estimated, and prioritized
- Track sprint velocity, manage dependencies, and communicate delivery status to stakeholders and leadership
- Coordinate cross-functional delivery across data engineering, analytics, and QA workstreams
- Comfortable working directly with data, including hands-on SQL and some Python, plus a practical mindset on using AI to improve analysis, requirements, and delivery artifacts
Business & Domain Analysis
- Lead requirements elicitation sessions with business and operations across front to back-office teams in asset management with special focus on:
- Investment Performance Calculations
- Attribution
- Portfolio and Benchmark Data
- Translate complex asset management business processes into user stories, acceptance criteria, and functional specifications
- Map current-state and future-state workflows across front, middle, and back-office operations, identifying gaps and optimization opportunities
- Additional Requirements
- Hands-on product experience on investment platforms, with clear ownership of requirements, backlog, and delivery while enhancing and evolving existing systems
- Deep asset-management domain experience, specifically supporting:
- Investment Performance
- Attribution
- Benchmarks
- Partnering closely with Portfolio, Performance, or Risk Teams
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