Product Manager/Business Analyst - Treasury

L6

confidential stamfordHartford, CT3 days ago
5 days/week in Stamford officeUSC or GC preferred This individual will join a Treasury team and take ownership of delivery, business analysis, prioritization and cross-functional coordination across a portfolio of workstreams spanning financing, margin, cash management, and operational controls. This individual will operate at the intersection of business and technology - translating complex Treasury requirements into structured plans, driving delivery through engineering teams, and producing executive-quality materials for senior stakeholders. The ideal candidate has a background in delivering technology solutions within a hedge fund, asset manager, or capital markets environment. What matters is the toolkit: structured thinking, comfort with ambiguity, strong written communication, and the ability to manage multiple concurrent workstreams independently. This is not a passive coordination role. You will own plans end-to-end, draft business requirements, challenge assumptions and drive outcomes across business and engineering teams.
Responsibilities:
  • Product Management & Business Analysis
  • Draft detailed business requirements documents for Engineering across Treasury workstreams (financing, margin, cash, cost reporting)
  • Build prototype applications with AI tooling to challenge assumptions and validate use cases
  • Define acceptance criteria, test plans, and validation approaches for system implementations
  • Conduct data analysis to support decision-making. For example: reconciliations, cost analysis and variance reporting
  • Lead UAT and production testing by writing test plans, defining success criteria, validating data feeds and coordinating sign-off
  • Product Management & PMODraft, maintain, update and own multiple project plans in Jira, coordinating across business and engineering
  • Run biweekly sprint prioritization and backlog grooming sessions with engineering teams
  • Produce and maintain weekly status reporting via automated decks, metrics and risk/blocker tracking
  • Manage ticket lifecycles across multiple Jira projects, ensuring work is properly scoped, prioritized and closed out
  • Own the cadence - scheduling, follow-ups, dependency tracking and escalations
  • Governance & Reporting
  • Produce monthly health checks and governance reporting for senior leadership
  • Prepare materials for annual and 3-year plans
  • Process budget change requests and coordinate with Procurement and Finance
  • Draft and maintain ad-hoc executive materials - decks, updates and counterparty packs
  • What makes a great candidate?
  • Bias to action, delivers results rather than waiting for perfect informationAI-native: uses AI tools (Claude Code, Codex, LLMs) as naturally as Excel or PowerPointHedge fund, proprietary trading firm, asset management or sell-side Treasury/portfolio finance background
  • Understanding of capital markets operations: stock loan, financing, margin and cash management
  • Consulting background or consulting-style structured problem solving, or equivalent in-house delivery experience
Minimum Qualifications:
  • 7+ years’ experience in a Product Management or Business Analyst role 3+ years delivering technology solutions within a hedge fund, asset manager, or capital markets environment
  • Experience with system implementations, both vendor and in-house
  • Strong Jira and Confluence proficiency
Technical skills: SQL, AI prototypes
Apply now
Apply now

Level

LeadL6

Location

Hartford, CT

Occupation

Project Management Specialists

Industry

Custom Computer Programming Services

Posted

3 days ago

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