Work closely with cross-functional teams, to ensure smooth integration and continuous alignment between the Factset suite of products.
Collaborate with internal technology, operations, and compliance stakeholders to define core features and prioritize user needs.
Ensure the portfolio services support interoperability and future integration with other products
Gather user feedback and analytics to guide feature enhancements, bug fixes, and usability improvements.
Assist with agile delivery processes including sprint planning, backlog management, and user acceptance testing.
Coordinate creation of training materials and documentation to support successful onboarding and ongoing user adoption of the PMS.
Communicate project updates and solicit feedback from cross-functional partners
Requirements
Bachelor’s degree
5+ years of product management or related experience, preferably in finance, asset management, or enterprise technology.
Understanding of asset management user workflows, and portfolio analytics and portfolio management (i.e. rebalancing, optimization, tax awareness) concepts.
Proven experience in product design, including involvement in the initial development, launch, and iterative improvement stages is a plus
Exposure to portfolio management software and understanding of the competitive landscape.
Strong interest in learning integration concepts and experience collaborating with technical partners
Outstanding written and verbal communication skills, with the ability to present complex ideas and project updates clearly and confidently to senior stakeholders
Experience conducting user or client research and converting feedback into actionable product enhancements.
Familiarity with Agile methodologies and cross-functional collaboration.
Strong interpersonal and communication skills for working with diverse teams and stakeholders.
Ability to troubleshoot basic technical issues and support product testing and reliability.
Detail-oriented, organized, and able to manage projects with guidance.
Benefits
Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days.
Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives.
Career progression planning with dedicated time each month for learning and development.
Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging.