Product Manager, Data & Analytics

Responsibilities

Product Strategy & Discovery

Translate customer workflows, business challenges, and market opportunities into well-defined product requirements and user stories.
Conduct customer interviews, market research, and product discovery activities to validate opportunities and inform product direction.
Contribute to product strategy by providing subject matter expertise on private credit, analytics, benchmarking, and AI-enabled capabilities.
Prioritize product enhancements and feature development based on customer value, business objectives, and technical feasibility.
Product Delivery & Execution

Own product requirements throughout the development lifecycle, partnering with Engineering and Design to ensure successful solution delivery.
Collaborate with cross-functional teams to clarify requirements, evaluate trade-offs, and support timely product releases.
Monitor customer feedback and product performance to identify opportunities for continuous product improvement.
Serve as the product subject matter expert for private credit workflows, ensuring solutions accurately reflect customer needs and industry best practices.
Stakeholder Collaboration & Communication

Build strong relationships with customers and internal stakeholders to understand evolving business needs and product priorities.
Communicate product requirements, priorities, and business context clearly to Engineering, Design, and cross-functional partners.
Facilitate productive discussions that align customer needs with technical solutions and business objectives.
Represent the voice of the customer throughout product planning and delivery activities.

Requirements

The ideal candidate brings strong private credit domain expertise, intellectual curiosity, and a passion for solving customer problems through technology. This role is well-suited for someone early in their career who has developed a solid foundation in private credit or related financial markets and is interested in transitioning into product management.

Required Qualifications

Typically 2–5 years of relevant professional experience in investment analysis, credit analysis, portfolio management, leveraged finance, direct lending, fund finance, investment operations, financial technology, or a related field.
Foundational experience in private credit, direct lending, leveraged finance, fund finance, portfolio management, credit underwriting, credit risk, investment operations, or a related financial services discipline.
Demonstrated ability to analyze complex business processes and translate them into clear, structured requirements or recommendations.
Strong analytical thinking and problem-solving skills, with the ability to balance customer needs, business objectives, and technical considerations.
Intellectual curiosity and a genuine interest in building software products that improve investment and operational workflows.
Excellent communication and interpersonal skills, with the ability to collaborate effectively across Product, Engineering, Design, and business stakeholders.
Customer-focused mindset with an eagerness to learn product management practices and contribute throughout the product development lifecycle.

TECHNICAL & SYSTEMS PROFICIENCY

Required:

Proficiency with Microsoft Excel and PowerPoint for business analysis and communication.
Familiarity with Agile product development concepts and collaboration tools such as Jira, Confluence, or similar platforms.

Preferred:

Experience with SQL or data analysis.
Exposure to APIs, data products, analytics, or AI-enabled solutions.
Experience with financial technology platforms such as Allvue, WSO, ClearPar, LoanIQ, Virtus, or similar investment management systems.

Education/Certifications

Bachelor’s degree in Finance, Economics, Business, Computer Science, Information Systems, or a related field, or equivalent practical experience.

What We Offer

Health Coverage options along with other voluntary benefits
Enterprise Udemy membership with access to thousands of personal and professional development courses
401K with Company match up to 4% or Employee Pension plan
Competitive pay and year-end bonus potential
Flexible PTO
Charitable Donation matching, along with Volunteer and Voting PTO
Numerous team building activities to promote collaboration in a fun and fast-paced work environment