Senior Vice President, Product Owner Total Portfolio View

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.