Product Manager – Investment Systems

Our client is a private family office and investment organization managing a diverse portfolio across multiple asset classes, entities, and operating activities. Its technology organization supports investment operations, financial reporting, portfolio management, and enterprise decision-making, with a focus on modern data, AI, automation, and analytics. About the role

We are seeking a Product Manager for Investment Systems to lead the modernization of their investment technology ecosystem—integrating advanced analytics, automation, and AI to deliver new insights and operational efficiencies.

The ideal candidate is fluent in both investment concepts (private equity, venture, credit, hedge funds, real-estate, and multi-asset performance analytics) and system architecture, and is passionate about applying emerging technologies and creative AI solutions to improve how investment data is captured, analyzed, and acted upon.

This is an exceptional opportunity for a product leader who understands both the art and science of investing—able to understand the dynamic investing environment and the evolving frameworks for diligence, portfolio management and returns analysis including standard metrics.

Responsibilities

Product Strategy

• Own the product vision, strategy, and roadmap for Hillspire’s proprietary Investment
  Management System (IMS).
• Partner with the CTO, CFO, investment professionals, finance, operations, and
  engineering teams to identify opportunities for modernization and operational
  improvement.
• Evaluate commercial investment platforms, emerging technologies, and AI capabilities to
  make informed build-versus-buy recommendations.
• Define measurable product outcomes and ensure investments align with business
  priorities.

Investment Systems

• Design products that support the complete investment lifecycle across private and public
  markets.
• Translate complex investment concepts—including capital calls, distributions, valuations,
  carried interest, fund structures, and performance attribution—into intuitive, scalable
  software capabilities.
• Drive modernization of portfolio management, reporting, reconciliation, accounting, and
  investment operations.
• Define requirements for dashboards, reporting, workflows, and analytical tools used by
  investment professionals and executive leadership.

Data & Analytics

• Partner with engineering teams to build unified investment data models and APIs that
  provide trusted, consistent views of portfolio activity across asset classes.
• Improve data quality, lineage, reconciliation, and governance across multiple investment
  systems.
• Deliver real-time portfolio analytics, exposure reporting, liquidity analysis, performance
  measurement, and operational metrics.
• Establish KPIs and success metrics for product initiatives.

AI & Automation

• Identify opportunities where AI and automation create measurable improvements in
  productivity, reporting, and decision-making.
• Lead development of AI-enabled workflows that automate reconciliation, improve data
  quality, accelerate reporting, and surface actionable insights.
• Partner with engineering teams to introduce conversational interfaces, intelligent search,
  natural-language reporting, and agent-based workflows for investment professionals.
• Continuously evaluate emerging AI technologies and recommend practical applications
  that improve business outcomes.

Product Delivery

• Develop product roadmaps, product requirements, user stories, acceptance criteria, and
  release plans.
• Work closely with engineering teams throughout delivery, balancing business priorities
  with technical constraints.
• Lead agile planning, sprint reviews, backlog prioritization, and stakeholder
  communication.
• Drive projects from concept through production while maintaining alignment across
  investment, finance, and technology organizations.

Vendor & Platform Management

• Evaluate and manage relationships with third-party investment platforms and data
  providers.
• Oversee integrations with platforms such as Addepar, Private I, APX, Arch, Black
  Diamond, custodians, market data providers, and other enterprise systems.
• Ensure technology decisions support long-term scalability, maintainability, and
  operational excellence.

Qualifications

Required Experience

• 7+ years of product management, investment technology, investment operations, or
  related experience within a family office, private equity firm, asset manager, hedge fund,
  investment bank, or institutional investment organization.
• Demonstrated experience delivering complex enterprise software products from concept
  through implementation.
• Deep understanding of private and public market investment workflows, including capital
  calls, distributions, valuations, portfolio accounting, cash management, and investment
  reporting.
• Strong understanding of investment performance methodologies including IRR, XIRR,
  TVPI, DPI, RVPI, MOIC, and related performance metrics.
• Experience working directly with investment professionals, finance teams, and software
  engineering organizations.

Technical Qualifications

• Strong understanding of APIs, data modeling, SQL, software architecture, and modern
  analytics platforms.
• Experience working closely with engineering teams building enterprise software
  products.
• Familiarity with cloud-native application development and modern software development
  practices.
• Experience integrating enterprise platforms and managing complex system ecosystems.
• Exposure to AI technologies, large language models, intelligent automation, or machine
  learning solutions is highly desirable.

Investment Systems Experience Experience with one or more investment platforms such as:

• Addepar
• Private I
• APX
• Arch
• Black Diamond
• eFront
• Allvue
• Similar institutional investment platforms

Experience designing integrations between investment systems is strongly preferred. Leadership

• Excellent communication and stakeholder management skills.
• Ability to communicate effectively with executives, investment professionals, finance
  teams, engineers, and external vendors.
• Strong analytical and problem-solving abilities.
• Comfortable operating in ambiguous environments while driving clarity and execution.
• Proven ability to influence without direct authority.

Education Bachelor’s degree in Finance, Computer Science, Information Systems, Engineering,
Economics, or a related discipline required.
MBA or advanced degree in Finance, Computer Science, Data Science, or a related field is a
plus.

Ideal Candidate Profile

• A strategic systems thinker with deep understanding of investment processes and a passion for innovation.
• Excited to apply AI and automation creatively to elevate data quality, performance analysis, and reporting efficiency.
• Adept at working across disciplines—investment professionals, data scientists, and engineers—to deliver measurable transformation.
• Curious, rigorous, and entrepreneurial, with a desire to shape the future of investment technology within a mission-driven enterprise.

Success in This Role

During your first year, you will:

• Modernize core investment workflows supporting private and multi-asset portfolios.
• Deliver meaningful improvements in investment reporting, reconciliation, and data quality.
• Help establish a unified investment data platform supporting analytics across the organization.
• Introduce practical AI capabilities that improve productivity and decision-making.
• Build trusted partnerships across investment, finance, operations, and engineering teams.
• Deliver products that become essential tools for investment professionals and executive leadership.