Location: Remote (U.S & Canada)
Domain: Look for someone who worked in Finance, Private Equity Or Portfolio Analytics/Management.
Job Responsibilities:
1. Product Execution & Roadmap Discipline
Pressure-test scope vs. capacity and propose clear trade-offs
Maintain structured backlog hygiene
Ensure predictable sprint velocity
Define 'release ready' criteria for broad internal use
Drive lean, efficient, and organized sprint and release process
2. Requirements & Artifact Ownership (Critical)
Personally produce detailed PRDs and JIRA tickets
Create user flows including edge cases
Develop wireframes/mockups (low fidelity acceptable)
Define acceptance criteria and data logic
Break features into dev-ready ticket breakdowns
Clearly define requirements for application, data, AI, and business intelligence layers
Leverage Power BI's native NLP/Q&A capabilities where appropriate
Identify where custom AI/LLM layers add incremental value
Design user-facing natural language workflows
Ensure guardrails prevent misleading outputs
Balance innovation with reliability in financial insight delivery
3. Cross-Functional Partnership
Partner closely with Tech Lead (architecture & delivery)
Partner closely with Lead Portfolio Analytics (data integrity & definitions)
Establish disciplined stakeholder intake processes
Translate stakeholder feedback into prioritized roadmap themes
Prevent roadmap derailment while maintaining engagement
Develop stakeholder communication and update materials
Facilitate training and onboarding of new users
4. Resource & Capacity Assessment
Assess development and data capacity within first 30 45 days
Identify execution bottlenecks
Recommend pragmatic scope adjustments
Provide structured resource needs analysis
Job Requirement:
7 12+ years of product management experience
Experience shipping BI/analytics products
Experience shipping modern web applications
Experience working with structured data and semantic models
Strong hands-on requirements writing experience
Comfortable operating in lean, high-visibility environments
Experience navigating mixed internal + consultant teams
High EQ and collegial communication style
Strongly Preferred:
Experience with Power BI (Q&A / semantic models)
Experience integrating LLM/NLP in structured analytics environments
Experience in private equity or portfolio analytics contexts
Familiarity/experience with Finance and Accounting concepts and language
Prior consulting exposure
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