About the Role
We are seeking an experienced Product analyst to lead the evolution of our Wealth Management Platform supporting a Family Office workplace. The role requires deep understanding of investment operations, portfolio management, reporting, and technology-driven wealth solutions.
Key Responsibilities

Define and maintain product roadmap.
Manage backlog, user stories and acceptance criteria
Be part of development along with Architect and use AI coding platform to enhance Platform
Collaborate with investment teams, operations and technology.
Manage integrations with custodians, banks, market data providers and accounting systems
Ensure data quality, reconciliation and security.
Wealth Management Domain Knowledge
Equities, Mutual Funds, Fixed Income, PMS/AIF, Alternatives, Portfolio Accounting, Corporate Actions, XIRR/TWRR/CAGR, Taxation and Reconciliation.
Technical Skills




• Strong understanding of APIs, system integrations and enterprise architecture.
• Hands-on SQL and database experience (SQL Server, PostgreSQL, MySQL or Oracle).
• Ability to write SQL queries and investigate data issues.
• Knowledge of cloud platforms (Azure/AWS) and BI tools.
AI Enablement
• Proficient in AI tools such as Claude, ChatGPT, GitHub Copilot and similar platforms.
• Use AI for requirements analysis, prototyping, documentation, testing and automation.
• Identify opportunities to apply AI to wealth management workflows.
Preferred Profile
A techno-functional Product Owner combining Wealth Management expertise, product management skills, technical knowledge and AI-driven innovation.

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