Product Manager- Securities Reference Data

We have an exciting opportunity for you to hone your product management skills in building a one-stop strategic data solution

As a Product Manager in theChief Data Office, you will be a key link between Open Invest, ESG, WM Security Master Technology, business stakeholders and their respective tech teams. The analysis work will focus on business requirement documentation and implementation in relevant systems and adoption by downstream applications. A solid background in financial securities (vanilla + derivatives), sound working knowledge of vendor sources and technical skill set to write SQL queries or Alteryx (good to have) are key to success in this role.

The role involves and is not limited to building the core product, analyzing the requirements, managing stakeholder expectations and driving projects to completion. The solution requires building of instrument reference data for Wealth Management applications, the consumer base would span across the front-office verticals, risk management, compliance and operations. Thereby, giving a holistic overview of majority of the firm's functions

The AWM CDO is key function within the Asset & Wealth Management Strategy Group. We work with the AWM businesses, Operations, and technology partners to design and deliver data products and solutions required to support business initiatives, revenue growth, regulatory mandates under an optimized risk and control environment.

The assignment requires significant experience and domain knowledge of securities reference data especially market sector and industry classifications covering all asset classes, mastering concepts and data usage in downstream consuming systems.

Job responsibilities

• Co-coordinating with tech and business to obtain requirement for build
• Provide clear requirement for data model, with apt attribute name and definitions as per the standard.
• Initiate and lead working group with technology and business to develop success criteria for the product delivery and maintain cadence of meeting to track progress.
• Perform in-depth analysis and build data transformation documents to ease adoption of data from legacy to strategic.
• Develop operating models to support required level of controls in the end-to-end data flow
• Recommend and implement required tools to maintain high level of transparency through reporting
• Define and manage requirements to support adoption of instrument data via the key strategic distribution channels
• Document and track project reporting metrics and scorecards

Required qualifications, capabilities, and skills

• Minimum of 8 years of experience in a major financial services organization, with data project management experience e.g. business analysis and Data/system migration projects
• Deep knowledge of data domains (Including Securities and instrument reference data, Party & Product data needed by an asset & wealth management organization.
• Strong Knowledge of best practices for Business Requirements Documents (BRD's)
• Proven ability to translate requirements into data modelling, adhering to firm-wide architectural standards, such as logical to physical data modelling
• Awareness of data related industry regulatory requirements
• Background in data management practices, business and technology issues related to management of enterprise information assets and data quality framework
• Ability to manage relationships across lines of business functions (front office, Middle office operations, technology, Risk, compliance, finance)
• Bachelor in Business Administration, MBA Finance, Computer Science, MIS, Engineering. Information Management or equivalent

Preferred qualifications, capabilities, and skills

• An MBA or PGDM in Finance, Bachelor in Engineering (preferable)
• Thorough understanding of the financial services industry and businesses e.g., buy side/Sell side as well as related operations and technology functions
• Highly skilled in productivity tools e.g. PowerPoint, Excel, Visio and project
• Strong analytical skills and Intellectual skills
• Experienced in creating presentations for senior management
• Experienced in developing and maintaining firmwide strategic tools and applications
• Proven record of managing senior stakeholder expectations and project time management