Product Manager, VP - BXCI Technology

Responsibilities

• Partner with cross-functional teams to shape and maintain the product vision, roadmap, and strategy for the firm’s portfolio accounting data warehouse and related financial data platforms
• Collaborate with Accounting, Operations, Risk, Front Office, and Technology teams to understand requirements and ensure alignment with product strategy
• Utilize Jira and Confluence to manage project workflows, maintain documentation, and provide transparency across cross-functional teams
• Write, refine, and review user stories, acceptance criteria, and specifications to translate business requirements into actionable deliverables for development and data engineering teams
• Oversee project governance, including resource allocation, milestone management, dependency tracking, and risk mitigation to ensure high quality and on time delivery
• Drive automation, data quality improvements, and workflow optimization across Operations and Finance processes, reducing manual touchpoints and operational risk
• Facilitate change management and user adoption strategies, including training, documentation, and stakeholder engagement for new systems and processes
• Develop business cases, communicate product updates, and present program status and risks to leadership and steering committees
• Continuously evaluate emerging technologies, best practices, and opportunities for platform modernization

Qualifications

• 7+ years of experience with financial services technology, investment or portfolio accounting systems, or enterprise financial data platforms
• Demonstrated success as a Product Manager delivering complex finance technology or data warehouse solutions at enterprise scale
• Strong understanding of portfolio accounting, credit instruments, and lifecycle events — experience with bank debt is highly preferred
• Experience/knowledge of Geneva, or comparable portfolio accounting systems is a strong plus
• Proficiency with SQL for data validation, analysis, and exploration
• Familiarity with reporting and analytics tools such as Sigma, Tableau, or Power BI
• Deep expertise in Agile methodologies (Scrum, Kanban), with hands-on sprint management and backlog ownership
• Proficiency in Jira and Confluence for project tracking and documentation
• Excellent problem solving skills, attention to detail, and strong communication skills; effectively translates technical concepts to senior-level stakeholders
• BS/BA in Finance, Information Technology, Computer Science, or a related field