Product Manager - performance calculation, attribution, and data validation/troubleshooting

• Please contact
• Scott Burghardt
• [email protected]
• (607) 644-9353

• Local to Boston onsite 3 days a week
• No 3rd parties. Sponsorship is not available for this role.
• performance calculation, attribution, and data validation/troubleshooting

What We Value Self-starter mindset - you take ownership, anticipate needs, and drive work forward without being asked Intellectual curiosity about markets, instruments, and the investment management value chain Strong communication skills bridging technical teams and business stakeholders Forward-looking perspective on AI in the SDLC - not just awareness, but enthusiasm for experimenting with and integrating AI tools into planning, requirements, testing, and delivery Collaborative spirit with a bias toward clarity, transparency, and continuous improvement

Preferred Qualifications CFA charter holder or progress toward CFA designation (Level I, II, or III candidate); CIPM, CAIA, or equivalent certifications also valued Understanding of investment performance measurement (TWR, MWR, attribution analysis, benchmark construction) and risk measures (VaR, tracking error, Sharpe ratio) Experience with Power BI for dashboard development or data visualization Working knowledge of Python for scripting, data manipulation, or automation Familiarity with cloud data platforms such as Microsoft Fabric, Azure Synapse, Snowflake, or Databricks Experience with JIRA, Azure DevOps, or equivalent agile planning tools Required Qualifications 5+ years as a Business Systems Analyst or equivalent role within asset management or financial services Strong understanding of front, middle, and back office operations — trade lifecycle, portfolio accounting, investment performance, reconciliation, client reporting Working knowledge of financial instruments and products (equities, fixed income, derivatives, alternatives, ETFs, mutual funds)

Demonstrated ability to independently drive requirements gathering, stakeholder workshops, and documentation with minimal supervision Experience facilitating agile ceremonies and performing planning/coordination in a Scrum or Kanban environment Proficiency in SQL for querying, data validation, and analytical support Awareness of how AI and automation tools (e.g., GitHub Copilot, LLM-based assistants, AI test generation) are transforming the SDLC, with willingness to champion adoption Technical & Data Collaboration Write and maintain SQL queries for data validation, reconciliation, and ad hoc analysis supporting performance and benchmark data pipelines Build BI visualizations, preferably using Power BI, to drive decision-making and executive readouts Support adoption of AI-augmented practices across the SDLC — from AI-assisted requirements drafting and test case generation to automated documentation and delivery acceleration Agile Delivery & Part-Time PM (20–40%) Facilitate agile ceremonies including sprint planning, stand-ups, retrospectives, and backlog refinement Own and groom the product backlog in partnership with the Product Owner — stories well-defined, estimated, and prioritized Track sprint velocity, manage dependencies, and communicate delivery status to stakeholders and leadership Coordinate cross-functional delivery across data engineering, analytics, and QA workstreams Comfortable working directly with data, including hands?on SQL and some Python, plus a practical mindset on using AI to improve analysis, requirements, and delivery artifacts

Requirements:

Business & Domain Analysis Lead requirements elicitation sessions with business and operations across front to back-office teams in asset management with special focus on investment performance calculations, attribution, portfolio and benchmark data Translate complex asset management business processes into user stories, acceptance criteria, and functional specifications Map current-state and future-state workflows across front, middle, and back-office operations, identifying gaps and optimization opportunities Hands?on product experience on investment platforms, with clear ownership of requirements, backlog, and delivery while enhancing and evolving existing systems · Deep asset?management domain experience, specifically supporting investment performance, attribution, benchmarks, and partnering closely with portfolio, performance, or risk teams ·

• Estimated Min Rate: $59.50
• Estimated Max Rate: $85.00

• What’s In It for You?
• We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:

• Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
• Health Savings Account (HSA) (for employees working 20+ hours per week)
• Life & Disability Insurance (for employees working 20+ hours per week)
• MetLife Voluntary Benefits
• Employee Assistance Program (EAP)
• 401K Retirement Savings Plan
• Direct Deposit & weekly epayroll
• Referral Bonus Programs
• Certification and training opportunities
• Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.

Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.

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