Yoh - A Day & Zimmerman Company
Product Manager - Financial Services expertise-Private investment- onsite Boston
Boston, Massachusetts, USA · full-time
Sponsorship not specifiedDetected 61 days ago
SQLData AnalysisData EngineeringProduct ManagementProduct StrategyAgileAccounting
About the role
- This role requires strong domain knowledge across Private Equity, Private Credit, Investment Operations, and Fund Accounting, combined with hands-on experience in data management, reference data, and system integrations.
- Ensure accurate data management and data mapping across multiple upstream and downstream systems.
- Oversee integration of reference data (market, security, pricing, counterparty) into core investment and accounting platforms.
Responsibilities
- Own and drive the product roadmap for platforms supporting Investment Management and Private Markets (PE & Private Credit).
- Partner with Investment, Operations, Fund Accounting, and Technology teams to gather requirements and translate business needs into clear product features.
- Lead product discovery and definition across: Investment Operations workflows Fund accounting and transaction lifecycles Market and Security Reference Data Data ingestion, enrichment, and distribution Define and manage product requirements, user stories, and acceptance criteria for agile delivery teams.
- Collaborate with data and engineering teams on SQL-based analysis, data validation, reconciliation, and issue resolution.
- Support regulatory, audit, and reporting needs through strong data governance and product controls.
- Investment Operations workflows Fund accounting and transaction lifecycles Market and Security Reference Data Data ingestion, enrichment, and distribution Define and manage product requirements, user stories, and acceptance criteria for agile delivery teams.
Requirements
- Your Skills & Experience: 7+ years of experience as a Product Manager, Product Owner, or Business/Product Analyst within Financial Services.
Nice to have
- Experience with private market or investment platforms (e.g., accounting, portfolio management, or data platforms).
- Familiarity with data governance, data quality frameworks, and control processes.
- Experience supporting large-scale system integrations or platform modernization initiatives.
- Background working in asset management firms, asset servicers, or financial technology organizations.
- Estimated Min Rate: $51.80 Estimated Max Rate: $74.00 What s In It for You?
- Yoh s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada.
- Join Yoh s extensive talent community that will provide you with access to Yoh s vast network of opportunities and gain access to this exclusive opportunity available to you.
- Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description.
Skills
- Investment management.
- Data management and data mapping between multiple systems SQL Industry Experience:
- 7+ years of experience as a Product Manager, Product Owner, or Business/Product Analyst within Financial Services.
- Strong hands-on experience in Investment Management and Investment Operations.
- Deep knowledge of Private Markets, including:
- Private Equity, Private Credit Solid understanding of Fund Accounting, transaction processing, and lifecycle events.
- Experience working with Market and Security Reference Data.
- Proven background in data management, including data mapping between multiple systems.
- Strong SQL skills for data analysis, validation, and troubleshooting.
- Experience working in agile delivery environments with technology and data engineering teams.
- Ability to communicate complex financial concepts clearly to both technical and non-technical stakeholders.
- Preferred Qualifications Experience with private market or investment platforms (e.g., accounting, portfolio management, or data platforms).
Benefits
- Benefit eligibility is in accordance with applicable laws and client requirements.
- Benefits include:
Company info
- We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations.
Equal opportunity
- Equal Opportunity Employer.
- All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
- Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the
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