Product Manager - Portfolio Management - Vice President - Neovest
Job Summary
As a Product Manager for Portfolio Management, you will own the strategy and delivery of Neovest's accounting, IBOR, and General Ledger capabilities. This role involves translating business priorities into a clear, sequenced delivery plan, engaging directly with clients and prospects, and defining and tracking product success metrics.
Job responsibilities
Own the product vision and roadmap for accounting, IBOR, and General Ledger capabilities, translating business priorities into a clear, sequenced delivery plan
Engage directly with clients, prospects, and internal stakeholders to surface requirements, validate product decisions, and build lasting domain credibility
Document complex accounting workflows and client requirements with precision, ensuring engineering and implementation teams have the clarity needed to execute
Partner cross-functionally with engineering, implementation, and client-facing teams to deliver high-quality, scalable features on schedule
Define and track product success metrics, providing regular reporting and insight to senior stakeholders on adoption, impact, and roadmap progress
Monitor industry trends across investment accounting, IBOR, and portfolio management technology to inform ongoing innovation and competitive positioning
Ensure product decisions align with internal policies, regulatory requirements, and data integrity standards
Required Qualifications, Capabilities, And Skills
5+ years of product management experience in fintech or investment management, with meaningful time spent in financial software — accounting systems, IBOR, OMS/PMS, or adjacent
Deep understanding of investment accounting concepts, including cost basis methods, corporate actions, multi-currency processing, accruals, and GL posting logic
Demonstrated experience working with, building, or using accounting systems with a General Ledger in a production financial environment
Solid command of core accounting and finance constructs: P&L, cash management, GAAP accounting, Trial Balance, Balance Sheet, and Income Statements
Proven ability to translate complex accounting workflows and client requirements into clear, actionable product specifications
Strong cross-functional collaboration skills, with a track record of delivering alongside engineering, implementation, and client-facing teams
Exceptional communication skills, with the ability to engage credibly with both technical teams and sophisticated buy-side clients
Preferred Qualifications, Capabilities, And Skills
Direct experience working with fund managers, fund administrators, or similar buy-side and back-office clients; hedge fund experience is a strong plus
Familiarity with order management or portfolio management system architecture and how accounting integrates within the broader investment operations stack
Experience operating within a large financial institution or enterprise software company, navigating governance, controls, and cross-functional dependencies