Product Analyst

About the Role

We are seeking an experienced Product analyst 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 Reconciliation.

Technical Skills

• Strong understanding of APIs, system integrations and enterprise architecture.

• Hands-on SQL and database experience (SQL Server, PostgreSQL, MySQL or Oracle).

• Ability to write SQL queries and investigate data issues.

• Knowledge of cloud platforms (Azure/AWS) and BI tools.

AI Enablement

• Proficient in AI tools such as Claude, ChatGPT, GitHub Copilot and similar platforms.

• Use AI for requirements analysis, prototyping, documentation, testing and automation.

• Identify opportunities to apply AI to wealth management workflows.

Preferred Profile

A techno-functional Product Owner combining Wealth Management expertise, product management skills, technical knowledge and AI-driven innovation.