Senior Product Manager (Private Markets Data & Investment Platforms)

Senior Product Manager – Private Markets Data & Investment Platforms

 

Role Details

Location: Boston, MA
Work Model: 4 days onsite
Duration: 12+ month contract
Interview Process: 2–3 internal video rounds + client interview
Domain: Financial Services / Private Markets / Investment Management

 

Who this role is for

This fits professionals who have worked inside asset management, private markets platforms, fund admin environments, or fintech products supporting investment operations.

You’ve likely owned products tied to:

• private equity / private credit workflows
• fund accounting platforms
• investment data ecosystems
• reference data platforms
• transaction lifecycle operations
• system integrations across investment tech stacks

 

Role Snapshot

We’re hiring a senior product leader to drive product strategy and execution for investment platforms supporting private markets operations.

This role sits at the intersection of:

• investment operations
• fund accounting
• private market transaction workflows
• investment data management
• reference data integration
• technology delivery

You’ll work directly with business stakeholders, engineering teams, and data teams to shape product direction and solve operational complexity across investment workflows.

 

Environment

• Financial services
• investment management
• private markets / asset management
• data-intensive operating environment
• agile product delivery
• integration-heavy platform ecosystem

 

What this role actually owns day to day

• owning roadmap decisions for private markets investment platforms
• translating investment operations workflows into deliverable product requirements
• partnering with fund accounting, ops, and technology stakeholders
• defining data movement between upstream/downstream systems
• resolving reference data and transaction data gaps
• working with engineering teams on integrations, validations, reconciliations, and issue triage
• supporting modernization of investment platform capabilities

 

Key Responsibilities

• Own product roadmap for platforms supporting private equity and private credit operations
• Partner with investment operations, fund accounting, and technology teams to define scalable product enhancements
• Translate complex operational workflows into product requirements, user stories, and acceptance criteria
• Drive product discovery across transaction lifecycle workflows including capital calls, distributions, valuations, settlements, and reconciliations
• Oversee market/security reference data integration into investment and accounting platforms
• Define and manage data mappings across multiple interconnected systems
• Work directly with engineering and data teams using SQL-driven validation and issue analysis
• Support product controls, audit readiness, reporting integrity, and data governance requirements
• Measure delivery impact through operational improvement and platform adoption metrics

 

Must-Have Requirements (Non-Negotiable)

• 7+ years in Product Management / Product Ownership / Business Product roles within financial services
• strong investment management domain expertise
• hands-on private markets experience (Private Equity and/or Private Credit)
• deep understanding of investment operations workflows
• strong fund accounting knowledge
• transaction lifecycle expertise
• market/security reference data experience
• hands-on data mapping across multiple systems
• SQL for validation / reconciliation / troubleshooting
• experience working directly with engineering and data delivery teams
• agile product delivery experience