Senior Product Manager II – Trading Systems

Senior Product Manager II – Trading Systems

Requirements

• Bachelor’s degree in Finance, Business, or a related field.
• 10+ years of experience as a Business Analyst, product management, or a related role within the financial services industry.
• 5+ experience with Charles River IMS (v21R1+ preferred) including configuration, implementation, or support
• Strong analytical and problem-solving skills, with the ability to translate complex business requirements into actionable technical solutions.
• Excellent communication and interpersonal skills, with a proven ability to collaborate across teams and manage stakeholder expectations.
• Knowledge of investment management processes, including portfolio construction, trading workflows, and compliance requirements.
• Familiarity with the regulatory environment surrounding the asset management business.
• Ability to work independently and as part of a team, managing multiple priorities effectively.

Responsibilities

• Analyze, create, and optimize workflows within the Private Wealth Trading Platform, Charles River, with a focus on enhancing trading processes and system efficiency.
• Manage the product backlog for Charles River and its integration with confirmation, affirmation, and trade execution platforms, prioritizing features based on business needs and stakeholder input.
• Collaborate with Private Wealth Portfolio Managers, Traders, and other business stakeholders to gather, document, and prioritize business requirements, ensuring alignment with organizational goals.
• Ensure the development and delivery of features or updates are in line with the roadmap’s timelines, milestones, and objectives.
• Provide functional and technical support for system upgrades and enhancements, including testing, troubleshooting, and coordination with IT and external vendors.
• Conduct data analysis to identify trends and provide actionable insights that improve decision-making and operational efficiency.
• Develop and deliver user training sessions and comprehensive documentation to ensure knowledge transfer and effective platform usage.
• Act as a liaison between business units and IT, facilitating clear communication and the successful delivery of scalable trading solutions.
• Foster a culture of continuous improvement by contributing to retrospectives and incorporating feedback into future workflows and processes.
• Manage ad hoc projects related to the trading platforms, ensuring timely delivery, alignment with business objectives, and effective resource utilization.

Preferred Qualifications

• Experience with Charles River Development (CRD) SaaS migration activities is preferred
• Proficiency in SQL for querying and analyzing data, with experience using data analysis tools such as Excel, Python, or R.
• Experience with project management methodologies (Agile, Waterfall) and tools such as JIRA or Confluence.
• Certifications such as CFA, FRM, PMP, or Scrum Master are a plus.
• Experience with business intelligence tools (e.g., Tableau, Power BI) or trading system integrations (e.g., FIX protocol) is a plus.