Senior Product Manager (Asset Management)

Publicis GroupeBoston, MA

About The Position

As a Senior Product Manager, you will work closely with business and technology stakeholders to lead end‑to‑end requirements and support agile delivery across asset management platforms. This role blends deep domain analysis, data fluency, and hands‑on execution, translating complex investment and operational workflows into actionable user stories and driving cross‑functional delivery.

Requirements

  • 5+ years as a Business Systems Analyst or equivalent role within asset management or financial services
  • Strong understanding of front, middle, and back office operations — trade lifecycle, portfolio accounting, investment performance, reconciliation, client reporting
  • Working knowledge of financial instruments and products (equities, fixed income, derivatives, alternatives, ETFs, mutual funds)
  • Demonstrated ability to independently drive requirements gathering, stakeholder workshops, and documentation with minimal supervision
  • Experience facilitating agile ceremonies and performing planning/coordination in a Scrum or Kanban environment
  • Proficiency in SQL for querying, data validation, and analytical support
  • Awareness of how AI and automation tools (e.g., GitHub Copilot, LLM-based assistants, AI test generation) are transforming the SDLC, with willingness to champion adoption

Nice To Haves

  • CFA charterholder or progress toward CFA designation (Level I, II, or III candidate); CIPM, CAIA, or equivalent certifications also valued
  • Understanding of investment performance measurement (TWR, MWR, attribution analysis, benchmark construction) and risk measures (VaR, tracking error, Sharpe ratio)
  • Experience with Power BI for dashboard development or data visualization
  • Working knowledge of Python for scripting, data manipulation, or automation
  • Familiarity with cloud data platforms such as Microsoft Fabric, Azure Synapse, Snowflake, or Databricks
  • Experience with JIRA, Azure DevOps, or equivalent agile planning tools

Responsibilities

  • Lead requirements elicitation sessions with business and operations across front to back office teams in asset management with special focus on investment performance calculations, attribution, portfolio and benchmark data
  • Translate complex asset management business processes into user stories, acceptance criteria, and functional specifications
  • Map current-state and future-state workflows across front, middle, and back office operations, identifying gaps and optimization opportunities
  • Facilitate agile ceremonies including sprint planning, stand-ups, retrospectives, and backlog refinement
  • Own and groom the product backlog in partnership with the Product Owner — stories well-defined, estimated, and prioritized
  • Track sprint velocity, manage dependencies, and communicate delivery status to stakeholders and leadership
  • Coordinate cross-functional delivery across data engineering, analytics, and QA workstreams
  • Write and maintain SQL queries for data validation, reconciliation, and ad hoc analysis supporting performance and benchmark data pipelines
  • Build BI visualizations, preferably using Power BI, to drive decision-making and executive readouts
  • Support adoption of AI-augmented practices across the SDLC — from AI-assisted requirements drafting and test case generation to automated documentation and delivery acceleration

Benefits

  • Competitive compensation and benefits package
  • Comprehensive health benefits for you and your family
  • Generous paid leave and holidays
  • Wellness program and employee assistance
  • An inclusive workplace that promotes diversity and collaboration
  • Access to ongoing learning and development opportunities
  • Flexibility to support work-life balance
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