• Anywhere

We are currently in need of a Product Manager who can work specifically with our portfolio management related modules in a cross asset, cross client-type setting, and handle the technical aspects of the product and its enhancement and maintenance.  The Product Manager is a senior-level role helping drive product design, development and market demand. This role will interface with clients, the sales team and market participants to understand and design products and processes. The Product Manager will also drive requirements analysis, functional design and user interfaces to ensure our products are compelling and demonstrate value to our customers and the market.


  • Performs market analysis and builds product plans
  • Gathers requirements from internal & external parties (clients, partners, vendors, etc.) and creates business requirement specifications
  • Prepares product impact assessment, reviews with engineering groups, estimates effort
  • Summarizes the task for wider internal & external reviews and funding decisions
  • Analyzes priorities, maintains the product calendar and works with engineering to ensure that development calendar is progressing according to plan
  • Creates functional specifications and reviews with relevant parties
  • Reviews development process on an ongoing basis
  • Demonstrates prototypes to interested parties, assesses usability
  • Reviews the QA and documentation process on an ongoing basis
  • Prepares product literature and placement strategy
  • May speak at public events or author industry articles as appropriate
  • Coordinates training and support resources


  • Ability to research, analyze and develop product plans to serve a diverse customer community
  • Strong analytical and problem-solving skills
  • Strong communication and inter-personal skills
  • Experience with managing Agile scrum teams (including multiple) with an eye towards triaging and project management on a cross-functional basis
  • Strong managerial and team management skillset
  • Significant experience in a front-office investment management capacity, either as part of a front-office solution team (internal or externally provided) and/or servicing the portfolio management, risk management, or execution trade desk capacity at a buy-side or sell-side organization.
  • Extensive experience with fixed income and fixed income related derivatives is a focus, while knowledge of equity/equity derivatives and FX specifics are also required
  • Ability to develop and manage cross functional processes and project timelines
  • Significant exposure to portfolio management, order management, compliance, and related buy-side software solutions
  • Understanding of the technology development lifecycle
  • Proven ability to do requirements analysis, functional design and user interface
  • Exposure to Exchange Traded Fund (ETFs) workflows
  • Specific knowledge of the investment industry (financial instruments, workflows, major players, trends, etc.)
  • Strong contributor with high motivation, with the ability to take initiative, set priorities and perform tasks with minimal guidance
  • Bachelor’s Degree in engineering, computer science, or equivalent, and/or other work experience in a technical setting
  • 12+ years of experience


  • Experience in either product management or systems analysis developing and delivering a multi-tier financial applications
  • Proven experience in managing development of similar products Technical and architectural experience (coding, architecture, tech design)
  • Consulting skills and experience
  • CFA preferred


To apply for this job email your details to joemostika@crd.com

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