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Senior Portfolio Management Specialist
2 months ago
We are a dynamic and innovative company providing cutting-edge wealth management solutions to empower professionals in the financial sector. Our team is seeking an experienced Senior Portfolio Management Specialist to join our Products team.
About the Role:This challenging role involves working closely with our Product Owners and development teams to design and deliver user-friendly, robust, and secure portfolio management solutions. Your responsibilities will include performing detailed user needs analyses, identifying real needs, and defining requirements for our solutions.
- Main Responsibilities:
- Conduct thorough user needs analyses to understand business opportunities and define requirements.
- Work collaboratively with product managers on Agile development teams to translate user requirements into clear and concise user stories.
- Actively participate in refinement sessions to clarify user stories and answer questions.
- Collaborate with development and testing teams to ensure that the solution being developed meets customer needs.
- Participate in test cycles to guarantee the quality of the solution delivered to customers.
- Ensure all stakeholders have a shared understanding of needs and objectives.
- Evaluate the feasibility of proposed solutions and their potential impact on existing operations.
- Verify that proposed solutions align with the product vision.
- Produce clear and concise documentation of user requirements, user stories, and decisions made.
- Provide expertise in analyzing market needs and defining solutions, particularly for portfolio management.
- Conduct market research and competitive analysis for portfolio management.
- Contribute to defining product strategy.
We offer a comprehensive compensation package, including a competitive annual salary of $85,000 - $110,000 based on experience, plus corporate profit-sharing benefits. Additionally, we provide hybrid work arrangements, sports programs, gym access, telemedicine, group insurance, and other excellent perks. Join our community and be part of a leading organization in the wealth management industry.
