Product Manager

Product Manager Investment & Wealth Infrastructure

Role Overview

We are building a next-generation infrastructure platform for investment managers and wealth institutions. The Product Manager will own core workflows across investor lifecycle, fund operations, portfolio tracking, and regulatory reporting.

This role requires deep exposure to capital markets workflows and financial services infrastructure.

Key Responsibilities

• Own end-to-end product lifecycle from discovery to launch
• Design digital workflows for investor onboarding, capital management, reporting, and portfolio monitoring
• Translate regulatory and operational requirements into scalable product features
• Build data-driven dashboards and reporting layers for internal and external stakeholders
• Partner with engineering on architecture, integrations, and data models
• Work closely with fund managers, compliance teams, operations, and finance stakeholders

Ideal Experience

• 48 years in Product Management, Fund Operations, WealthTech, or Capital Markets infrastructure
• Strong understanding of investment products (AIF, PE/VC, PMS, Mutual Funds, structured products, etc.)
• Exposure to investor servicing, fund accounting, registrar functions, or portfolio management systems
• Familiarity with financial regulations and reporting environments
• Experience building enterprise SaaS products for financial institutions

What Were Looking For

• Systems thinker with strong regulatory awareness
• Comfortable working with financial data models and reporting logic
• Ability to simplify complex investment workflows
• Strong documentation and stakeholder management skills