Own and manage the product backlog, ensuring alignment with business priorities and regulatory requirements
Act as the primary liaison between wealth management business stakeholders and technology teams
Translate business needs into clear user stories, acceptance criteria, and functional requirements
Lead backlog grooming, sprint planning, and prioritization activities
Ensure accurate representation and integration of IBOR data across systems (positions, transactions, cash, cost basis, performance, etc.)
Collaborate with architects, developers, QA, and downstream consumers to deliver end-to-end solutions
Support UAT, release planning, and post-implementation reviews
Identify dependencies, risks, and mitigation strategies throughout the delivery lifecycle
Drive continuous improvement of product processes and data quality

10+ years of experience as a Product Owner, Business Analyst, or similar role
Strong Wealth Management experience (portfolio management, trading, operations, or advisory platforms)
Mandatory hands-on experience with IBOR platforms (e.g., Charles River, Aladdin, SimCorp, Eagle, etc.)
Deep understanding of investment data: positions, trades, corporate actions, pricing, and performance
Experience working in Agile/Scrum environments
Strong communication skills with the ability to engage both technical and non-technical stakeholders

Product Owner

Key skills