Partner with cross-functional teams to shape and maintain the product vision, roadmap, and strategy for the firm's portfolio accounting data warehouse and related financial data platforms • Collaborate with Accounting, Operations, Risk, Front Office, and Technology teams to understand requirements and ensure alignment with product strategy • Utilize Jira and Confluence to manage project workflows, maintain documentation, and provide transparency across cross-functional teams • Write, refine, and review user stories, acceptance criteria, and specifications to translate business requirements into actionable deliverables for development and data engineering teams • Oversee project governance, including resource allocation, milestone management, dependency tracking, and risk mitigation to ensure high quality and on time delivery • Drive automation, data quality improvements, and workflow optimization across Operations and Finance processes, reducing manual touchpoints and operational risk • Facilitate change management and user adoption strategies, including training, documentation, and stakeholder engagement for new systems and processes • Develop business cases, communicate product updates, and present program status and risks to leadership and steering committees • Continuously evaluate emerging technologies, best practices, and opportunities for platform modernization. 7+ years of experience with financial services technology, investment or portfolio accounting systems, or enterprise financial data platforms Demonstrated success as a Product Manager delivering complex finance technology or data warehouse solutions at enterprise scale Strong understanding of portfolio accounting, credit instruments, and lifecycle events - experience with bank debt is highly preferred Experience/knowledge of Geneva, or comparable portfolio accounting systems is a strong plus Proficiency with SQL for data validation, analysis, and exploration Familiarity with reporting and analytics tools such as Sigma, Tableau, or Power BI Deep expertise in Agile methodologies (Scrum, Kanban), with hands-on sprint management and backlog ownership Proficiency in Jira and Confluence for project tracking and documentation Strong understanding of data engineering concepts, including ETL workflows, data modeling, warehousing, and reporting platforms Excellent problem solving skills, attention to detail, and strong communication skills; effectively translates technical concepts to senior-level stakeholders.