Manager - Product Manager
4 days ago
About the Role We are looking for a Product Manager / Product Owner to lead our Reference Data Product, which powers accurate, normalized data extraction across credit agreements, amendments, side letters, and borrower communications. This role blends domain expertise in private credit / GP-side operations with strong product ownership, taxonomy design, and HITL + agentic automation. You will own the end-to-end lifecycle of how reference data is defined, captured, validated, and delivered to our clients. The ideal candidate is structured, detail-oriented, fluent in both business and technical conversations, and passionate about building workflows that scale. Business Analysis & Client/Domain Understanding • Intake and analyze new Reference Data (REF Data) requests from clients. • Map client intent into our structured taxonomy-driven data model. • Create clear documentation including BRDs, FRDs, data dictionaries, and mapping specifications. • Define and execute UAT cycles – scope, test cases, pass/fail criteria, stakeholder sign-off. Product Ownership (Backlog & Delivery) • Own and manage the REF Data product backlog with transparent prioritization and effort estimates. • Write high-quality user stories with acceptance criteria and ensure readiness for development. • Lead sprint planning, work closely with engineering, and manage delivery through release. • SME & Quality Leadership (Taxonomy, Accuracy, Workflows) • Own and evolve the Reference Data taxonomy for consistency, coverage, and scalability. • Collaborate with QA to define accuracy, coverage, and TAT dashboards and quality checklists. • Drive continuous improvements in data reliability, normalization standards, and workflow repeatability. • Required Skills & Experience • 5–10 years of experience as Product Manager, Product Owner, or Business Analyst, ideally in: o Private Credit / GP operations o Reference data, document parsing, or data normalization workflows o Taxonomy design or structured data products • Strong expertise in writing BRD/FRD, user stories, acceptance criteria, and test plans. • Experience with UAT, backlog management, and agile delivery practices. • Exposure to HITL systems, automation, LLM-based workflows, or agentic processes is a plus. Prior experience working with credit agreements, amendments, or loan notices. • Experience designing or evolving taxonomies or structured reference data models. • Understanding of data validation, data quality frameworks, or QA collaboration. ai envisions a dynamic future for the financial world, where innovation is propelled by state-of-the-art AI technology and enriched by a profound understanding of credit and fixed-income research. Our mission is to empower asset managers, research firms, hedge funds, banks, and investors with smarter, faster, and curated data. We provide accurate, timely information, analytics, and tools across simple to complex financial and non-financial data, enhancing decision-making. With a focus on bonds, loans, financials, and sustainability, we offer near real-time data via APIs and PaaS (Platform as a Service) solutions that act as the bridge between our offerings and seamless workflow integration. Enjoy competitive compensation, a comprehensive benefits package, and opportunities for professional growth. Immerse yourself in an innovative work environment, maintain a healthy work-life balance, and contribute to a diverse and inclusive culture. Join us to work with cutting-edge technology, and be part of a team that recognizes and rewards your achievements, all while fostering a fun and engaging workplace culture." We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of all communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
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