
Senior Vice President, Product Owner Total Portfolio View
Quick overview
Job description
We’re seeking a future team member for the role of Senior Vice President, Product Owner – Total Portfolio Analytics to join our Data & Analytics team. This role is located in Boston, MA
As Senior Vice President, Product Owner for the Total Portfolio Analytics Pod, you will define and drive the end-to-end product vision, roadmap, and delivery for a next-generation analytics capability that provides holistic, cross-portfolio insights. You will partner closely with engineering, business subject matter experts, design, and senior stakeholders to translate portfolio management, risk, and client needs into a scalable analytics service built on our data platform.
In this role, you’ll make an impact in the following ways:
Define and own the product vision, strategy, roadmap, and backlog for Total Portfolio Analytics in alignment with portfolio management, risk, compliance, and client outcomes.
Translate stakeholder requirements into epics, user stories, and acceptance criteria focused on measurable business value.
Lead a cross-functional agile pod, including sprint planning, backlog refinement, sprint reviews, and retrospectives.
Partner with Data & Analytics architects and engineering teams to support scalable data modeling, ETL pipelines, compute frameworks, and API design for portfolio aggregation and analytics.
Deliver analytics capabilities including portfolio aggregation and drill-downs, exposures and factor analytics, benchmark and relative performance views, risk and return metrics, scenario analysis, optimization, and diagnostic workflows.
Drive adoption by partnering with Sales, Marketing, Managed Services, and Customer Success to gather feedback, prioritize enhancements, and measure usage.
Embed data governance, security controls, and regulatory compliance throughout the product lifecycle, including lineage, quality checks, and operational readiness.
Define and monitor product metrics such as adoption, reliability, latency, and accuracy to inform prioritization and user experience improvements.
Coordinate cross-platform dependencies and manage risks, assumptions, and change through clear decision-making and stakeholder communication.
Coach and mentor pod members and foster a culture of autonomy, innovation, and continuous improvement.
To be successful in this role, we’re seeking the following:
8+ years of experience as a Product Owner or Product Manager supporting portfolio analytics, risk analytics, or financial data products; multi-asset experience and knowledge of the private markets is crucial.
Working knowledge of portfolio analytics concepts, including holdings aggregation, exposures, factor models, benchmarks, risk and return, scenario analysis, and optimization.
Experience with modern data platforms such as Snowflake, microservices, ETL frameworks, and API-based analytics delivery.
Proven track record leading agile delivery teams and managing senior stakeholders in a global matrix environment.
Strong communication, facilitation, and stakeholder management skills.
Bachelor’s degree in Finance, Computer Science, Data Science, or a related field; MBA or professional qualifications such as CFA or FRM preferred.
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