Product Manager

Client: Wealth management - Investment Firm

Job: Product Manager

Compensation: $110K - $140K

Locations: - First 90 days on site with 1-2 days WFH afterwards per year.

• Plano, TX
• Camas, WA
• Tampa, FL

The Opportunity:

As a Product Manager, you will provide business/product support for investment operations. You will work with Portfolio Accounting, Custodian Data Reconciliation, Portfolio Implementation, Portfolio Engineering and Security Operations teams for daily operations. You will understand the requirements, identifying process improvements, designing and implementing solutions and contribute to our product development.

Education: Bachelor’s degree in Computer Science, Engineering or related field or equivalent combination of education and experience required

Experience:

• 5+ years of experience working as a Product Manager supporting business critical applications as part of a Wealth or Investment Management Technology team
• Hands-on experience in Portfolio management platforms (Portfolio Accounting, Order Generation, Performance and reporting, Market Security)
• Working knowledge of Portfolio management concepts (Positions, Trades, Securities)
• Front/Middle/Back Office experience with Order Management Systems such as Charles River
• Strong understanding of Equities and Fixed Income - Market Securities Data, Order Generation and Trade Lifecycle processes
• Ability to analyze various situations and develop creative solutions

Responsibilities:

• Collaborate closely with all Portfolio Management group which includes Portfolio Accounting, Portfolio Analytics, Security operations, Portfolio Implementation, Portfolio engineering, Traders and Trading operations Teams to ensure system is performing as expected
• Monitor production platforms for start of day readiness and general system health
• Effectively foster dialogue and communication between internal business customers, Technology Teams, and our application vendors
• Provide operational and incident support for your assigned applications and modules
• Perform root cause analysis on production incidents and propose solutions to prevent recurrence
• Define user stories and acceptance criteria based on our requirements
• Define business, functional and technical systems requirements accompanied with solution detail, diagrams
• Participate in the software development lifecycle
• Identify ways to refine processes by recommending items for automation, re-structuring, or elimination
• Provide business recommendations based on critical analysis
• Maintain a high-level of accuracy while managing multiple requests with varying complexities and due dates
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