Product Owner, Investment Risk

Wellington Management•Boston, MA

1d•$120,000 - $225,000•Hybrid

About The Position

The Product Owner, Investment Risk, is accountable for the vision, roadmap, prioritization, and outcomes of capabilities that help investment teams understand, manage, and incorporate risk into portfolio decisions. Areas include portfolio risk management, risk methodologies and engines, scenario analysis, stress testing, exposure monitoring, investment controls, regulatory adherence, and risk decision support throughout the investment lifecycle. Working across Portfolio Management, Investment Risk, Compliance, Data, Analytics, and Technology, the Product Owner translates Investment Platform strategy and investment risk priorities into a clear roadmap and prioritized backlog. The role ensures investment professionals have trusted data, well-governed risk methodologies, transparent analytics, and actionable insights to support risk-aware portfolio construction and monitoring. The Product Owner owns what is delivered, when it is delivered, and why it matters, including product vision, priorities, sequencing, capacity allocation, backlog management, and outcome realization. Technology partners are accountable for how solutions are designed, built, supported, and sustained. The role owns the enterprise investment risk analytics engine that supports investor and risk oversight workflows, as well as management and client reporting on risk and positioning across asset classes and strategy types. It also integrates risk measures into portfolio construction, decision-support, monitoring, and control workflows; establishes trusted data access aligned with canonical sources and enterprise architecture; and guides choices among internal capabilities, vendor tools, and tactical workflows. The Product Owner represents the product to business stakeholders and technology delivery teams, coordinates with other Product Owners to align upstream and downstream capabilities, and leads Agile backlog refinement, prioritization, release planning, and product acceptance. The role also identifies and prioritizes AI and advanced analytics opportunities that can improve investment risk workflows, decision support, automation, and operational efficiency. The position requires a bachelor's degree and 10 or more years of experience in asset management or financial services, including meaningful exposure to investment risk and related capabilities. An advanced degree and/or CFA, FRM, CAIA, or related professional qualification is preferred. The role is based on an office-oriented flexible work model: employees work in the office four days a week and may work remotely one day a week.

Requirements

10 or more years of experience in asset management or financial services.
Meaningful exposure to portfolio risk management, risk methodologies, risk analytics, investment controls, investment data, and investment risk technology capabilities.
Experience working closely with investment, data, analytics, and technology teams.
Experience defining product strategy, roadmaps, backlogs, user stories, acceptance criteria, and delivery priorities.
Demonstrated success leading complex cross-functional initiatives in Agile environments and influencing stakeholders across business and technology teams.
Knowledge of risk methodologies, models, and risk engines.
Knowledge of portfolio risk management and investment risk oversight.
Knowledge of investment controls and regulatory risk requirements.
Knowledge of trusted data usage, canonical data dependencies, and integration with shared data and analytics capabilities.
Strong product leadership and outcome orientation.
Ability to translate strategy into executable priorities and measurable outcomes.
Ability to manage competing stakeholder priorities and influence decision-making across senior stakeholders.
Excellent stakeholder management and communication skills.
Strong analytical, decision-making, and prioritization capabilities.
Ability to balance strategic thinking with disciplined execution.
Bachelor's degree required.

Nice To Haves

Familiarity with risk analytics platforms, portfolio management platforms, investment data platforms, market/reference data, vendor tools, and modern software delivery practices.
Advanced degree and/or CFA, FRM, CAIA, or related professional qualification.

Responsibilities

Define and evolve the Investment Risk product vision and roadmap in alignment with Investment Platform strategy and the target operating model.
Translate business priorities and operating-model objectives into a sequenced roadmap focused on measurable outcomes.
Own business outcomes and value delivered through Investment Risk capabilities, including risk transparency, portfolio risk oversight, scenario and stress-testing workflows, investment controls, and risk-informed decisions.
Establish product objectives, success measures, and adoption goals.
Partner with business stakeholders and technology partners to align capabilities with future-state workflows and the Investment Platform operating model.
Own and prioritize the Investment Risk product backlog, roadmap commitments, sequencing decisions, and capacity allocation trade-offs.
Balance competing stakeholder demands and make transparent trade-offs based on business value, risk, dependencies, and delivery capacity.
Own the enterprise investment risk analytics engine supporting investor workflows, risk oversight, and management and client reporting on risk and positioning across asset classes and strategy types.
Partner with risk and analytics research, risk strategy, compliance, data, and technology professionals to evolve scalable, well-governed risk workflows and decision-support capabilities.
Coordinate with Product Owners across Research, Investment Data, Portfolio Management, Order Management, and other Investment Platform products to integrate risk capabilities into investment workflows.
Establish and evolve pathways to consistent, trusted data for risk analysis, aligned with canonical sources, data ownership principles, and enterprise architecture standards.
Integrate risk measures into portfolio construction, decision-support, monitoring, and control workflows.
Guide prioritization across internal capabilities, external/vendor tools, and tactical workflows to reduce friction, improve repeatability, and support resilient risk capabilities.
Serve as the primary product representative for business stakeholders and technology delivery teams.
Coordinate with other Product Owners so the roadmap aligns with upstream product capabilities and downstream product needs.
Lead backlog refinement, prioritization, release planning, and product acceptance.
Participate in Agile planning and review activities so teams understand priorities, outcomes, and success measures.
Identify and prioritize AI and advanced analytics opportunities to improve investment risk workflows, investment decision support, automation, and operational efficiency.

Benefits

Retirement plan
Health and wellbeing coverage
Dental, vision, and pharmacy coverage
Health savings account
Flexible spending accounts
Commuter program
Employee assistance program
Life and disability insurance
Adoption assistance
Back-up childcare
Tuition/CFA reimbursement
Paid time off, including leave of absence, paid holidays, volunteer, sick, and vacation time
Eligible employees may receive a discretionary Corporate Bonus and/or incentives
Flexible work environment