Senior Product Manager - Real Time Portfolio Management jobs in United States
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FactSet · 19 hours ago

Senior Product Manager - Real Time Portfolio Management

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. We are seeking a seasoned Product Manager to join our Investment Solutions team to contribute to the development, enhancement, and strategic positioning of our investment technology offerings.

AnalyticsFinanceFinancial ExchangesFinancial ServicesInsurTechSoftware
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Culture & Values
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Responsibilities

Collaborate with senior product managers, analysts, and stakeholders to define product requirements and roadmaps
Leverage deep knowledge of fixed income instruments, including government bonds, corporates, municipal bonds, structured products, and inflation-linked securities, to inform product strategy
Conduct research, analysis, and benchmarking to support product decisions
Work closely with clients to gather feedback and understand workflow challenges, particularly in portfolio management and trading environments
Assist in the design, testing, and launch of new features within portfolio management systems (PMS) and integration with order management systems (OMS)

Qualification

FactSet Portfolio AnalysisFactSet WorkstationFixed income productsPortfolio Management SystemsOrder Management SystemsExecution Management SystemsAnalytical skillsStakeholder managementCommunication skillsProblem-solving skills

Required

5-7+ years of experience as a Portfolio Analyst, Assistant Portfolio Manager, or Junior Portfolio Manager in investment management or asset management
Solid understanding of fixed income products: government, corporate, municipal, structured, inflation-linked, and other related instruments
Excellent analytical, communication, and stakeholder management skills
Strong quantitative, analytical, and problem-solving skills, with attention to detail
Bachelor's degree in related field

Preferred

Hands-on experience with FactSet Portfolio Analysis, FactSet Workstation, or similar portfolio and analytics platforms
Familiarity with Portfolio Management Systems (PMS), Order Management Systems (OMS), and Execution Management Systems (EMS)
Proven ability to analyze portfolio performance, risk, and attribution across multiple asset classes
Experience supporting product development, workflow optimization, or client reporting in investment operations

Benefits

Health, life, and disability insurance
Retirement savings plans
Discounted employee stock purchase program
Paid time off for holidays
Family leave
Company-wide wellness days
Flexible work accommodations
Career progression planning with dedicated time each month for learning and development

Company

FactSet is a financial research company that offers risk analytics tools and data for institutional investors.

Funding

Current Stage
Public Company
Total Funding
unknown
1996-06-28IPO

Leadership Team

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Kate Stepp
Chief Technology Officer
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Helen Shan
EVP and Chief Financial Officer
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Company data provided by crunchbase