Found Description
About the Role
We are seeking an experienced Product Owner to lead the evolution of our Wealth Management Platform supporting a Family Office environment. The role requires deep understanding of investment operations, portfolio management, reporting, and technology-driven wealth solutions.
Key Responsibilities
- Define and maintain product roadmap.
- Manage backlog, user stories and acceptance criteria
- Be part of development along with Architect and use AI coding platform to enhance Platform
- Collaborate with investment teams, operations and technology.
- Manage integrations with custodians, banks, market data providers and accounting systems
- Ensure data quality, reconciliation and security.
Wealth Management Domain Knowledge
Equities, Mutual Funds, Fixed Income, PMS/AIF, Alternatives, Portfolio Accounting, Corporate Actions, XIRR/TWRR/CAGR, Taxation and Reconciliatio...