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Product Management

Title Investment Technology Product Manager
Categories Asset Management, Business Analyst, Business Intelligence, Investment Management, Product Management, Product Specialist, Project Management/PMO
Location Stamford, CT
Job Information

Our global Investment Management client is seeking to recruit a Product Manager with demonstrated investment management technology product experience and hands-on experience gathering and documenting business and systems requirements and driving the delivery of critical front-office investment systems projects.


  • Liaise with front office investment and technology teams to identify and expand the use of information and technology products to improve data, systems, and business processes
  • Gather and document business and technical product requirements
  • Perform data mapping, product roadmapping and design new product implementation capabilities
  • Assist with the QA and UAT process
  • Develop and maintain reporting processes and utilize business intelligence and reporting expertise to help implement a new reporting infrastructure
  • Assist with investment systems administration and proactively identify and resolve data gathering and reporting issues
  • Gain subject matter expertise with the firm’s investment management systems and business processes


  • Bachelor’s Degree
  • 5+ years’ relevant product, project and or business systems analysis experience
  • Financial services or investment management industry experience required
  • Fundamental knowledge of SQL queries and database structures
  • Strong experience gathering and documenting business and system requirements
  • Demonstrated ability to work with technical and non-technical stakeholders to effectively scope and manage the product delivery process
  • Experience with business intelligence tools and dashboard design preferred
  • Knowledge of leading investment management systems such as, Aladdin and ePAM preferred
  • Excellent communication, interpersonal and writing skills
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Title Management Consultant – Asset/Wealth Management
Categories Alternative Asset Management, Asset Management, Business Operations, Process Improvement, Product Development, Product Management, Professional Services, Wealth Management
Location United States / Remote
Job Information

Our global Management Consulting client is seeking to recruit a Senior Consultants, Managers and Senior Managers to lead client engagements and advise US based asset management and wealth management clients on business transformation, process improvement, business integration and product go-to-market strategies. Candidates can be geographically based throughout the US.


  • Lead and/or serve as a key member of client engagement teams
  • Advise US based asset management and wealth management clients on a variety of business transformation, process improvement, business integration and product go-to-market strategies
  • Foster strong relationships with clients, deliver quality client service and assist with client marketing and business development initiatives
  • Assist with the delivery of new products, features and strategic initiatives using the Agile methodology
  • Assist clients with clients operational improvement, profitability management, finance and business integration and technology-enabled automation initiatives
  • Foster inclusion, innovation and a team-oriented approach


  • 2+ years’ client engagement experience in management consulting, professional services, asset management, alternative investment management or wealth management industry
  • Fundamental understanding of process improvement, business transformation, operational strategy and/or product delivery concepts and methodologies
  • Highly motivated, creative and inquisitive mindset
  • Excellent communication, presentation, client service and technical writing skills
  • Willingness and ability to travel domesticall and internationally as clients require (50% minimum required)
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