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Product Manager - Portfolio Management - Vice President - Neovest
senior · Technology / Software Development
At Neovest, the infrastructure that runs global investment portfolios starts with the people who build it. As a Product Manager on our Portfolio Management team, you will sit at the intersection of cutting-edge trading technology and the complex accounting realities faced by today's most sophisticated buy-side institutions. This is not a role for someone who maintains the status quo — it is a role for someone who reimagines it.
Neovest is a JPMorganChase company delivering best-in-class trading and portfolio management solutions to hedge funds, asset managers, and other institutional investors worldwide. Your work here will directly shape how our clients manage their books, reconcile their ledgers, and ultimately trust their data.
Job Summary
As a Product Manager for Portfolio Management, you will own the strategy and delivery of Neovest's accounting, IBOR, and General Ledger capabilities — products that sit at the core of how our clients operate. Day to day, you will translate the nuanced requirements of fund managers and back-office teams into a clear, executable product roadmap, working hand-in-hand with engineering, implementation, and client-facing colleagues to bring high-quality features to market. You will engage directly with clients and prospects, building the deep domain credibility that makes great financial software possible. If you have a command of investment accounting and a drive to build products that institutional clients rely on daily, this role offers the scope, the team, and the platform to do your best work.
Job responsibilities
- Own the product vision and roadmap for accounting, IBOR, and General Ledger capabilities, translating business priorities into a clear, sequenced delivery plan
- Engage directly with clients, prospects, and internal stakeholders to surface requirements, validate product decisions, and build lasting domain credibility
- Document complex accounting workflows and client requirements with precision, ensuring engineering and implementation teams have the clarity needed to execute
- Partner cross-functionally with engineering, implementation, and client-facing teams to deliver high-quality, scalable features on schedule
- Define and track product success metrics, providing regular reporting and insight to senior stakeholders on adoption, impact, and roadmap progress
- Monitor industry trends across investment accounting, IBOR, and portfolio management technology to inform ongoing innovation and competitive positioning
- Maintain strong controls and ensure product decisions align with internal policies, regulatory requirements, and data integrity standards
Required qualifications, capabilities, and skills
- 5+ years of product management experience in fintech or investment management, with meaningful time spent in financial software — accounting systems, IBOR, OMS/PMS, or adjacent
- Deep understanding of investment accounting concepts, including cost basis methods, corporate actions, multi-currency processing, accruals, and GL posting logic
- Demonstrated experience working with, building, or using accounting systems with a General Ledger in a production financial environment
- Solid command of core accounting and finance constructs: P&L, cash management, GAAP accounting, Trial Balance, Balance Sheet, and Income Statements
- Proven ability to translate complex accounting workflows and client requirements into clear, actionable product specifications
- Strong cross-functional collaboration skills, with a track record of delivering alongside engineering, implementation, and client-facing teams
- Exceptional communication skills, with the ability to engage credibly with both technical teams and sophisticated buy-side clients
Preferred qualifications, capabilities, and skills
- Direct experience working with fund managers, fund administrators, or similar buy-side and back-office clients; hedge fund experience is a strong plus
- Familiarity with order management or portfolio management system architecture and how accounting integrates within the broader investment operations stack
- Ability to create a compelling product vision and actionable innovation roadmap in a fast-moving, client-driven environment
- Experience operating within a large financial institution or enterprise software company, navigating governance, controls, and cross-functional dependencies