About the Role

We are seeking an experienced Product Owner 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. ...