Lead, Product Management - Portfolio Data Feeds (Pune)

The Role

We are currently seeking a Lead, Product Manager to join our Portfolio Data Feeds team in India. As well as performing the role of a Product manager within the team by using your skills to effectively contribute towards the overall goals of the team, you will lead and develop the analysts within the team to enable them to do the same.

What You’ll Do

• Serve as a "player/coach" who will contribute to and supervise a team of Portfolio Data Analysts in India
• Develop and maintain effective process controls and accurate metrics to ensure quality standards and organisational expectations are met.
• Manage the onboarding, mentorship, and career development of individuals on the team through timely and effective performance feedback and by providing learning and growth opportunities.
• Lead the team to accomplish goals that are aligned with the organisation’s  business and culture objectives and hold self and team members accountable for meeting expectations.
• Work with a variety of external financial data providers to develop and support the integration of their portfolio data into our platform.
• Use your understanding of our existing data models to write technical requirements on how to transform raw data into functional content on our platform.
• Analyze and onboard content from different sources into Addepar’s data integration ecosystem.
• Partner with engineering, product management and data operations to deliver high quality, timely and reliable data solutions.
  
  
  • Understand Addepar’s products and clients. Using these insights, work with counterparts within the business to drive new and innovative opportunities to improve client experience.
  
  

  Who You Are

  • Minimum 8+ years of experience in data analysis and product management with relevant domain-specific experience in wealth management and portfolio management.
  • Minimum 2+ years experience managing and leading small to medium sized teams 
  • Experience with leading teams, cross-functional projects and learning and development initiatives. Proven ability to plan, design, and manage numerous processes, people and projects simultaneously.
  • Track record of effective problem solving abilities, self-motivation to take on responsibility, and a strong team-player mentality.
  • Ability to work cross functionally to define functional and technical implementations to tackle a business problem. This includes understanding of high level data development concepts, data modeling, and the ability to write and review technical requirements documents.
  • Technical skills preferred in any or all of the following: Excel, SQL, Python, pyspark, Databricks or other common financial services systems and applications.

Important Note - This role requires working from our Pune office 3 days a week (Hybrid work model)