Product Owner

Position : Product Owner

Location : Austin/TX

Duration : Full Time

Job Summary

We are seeking an experienced
Product Owner
with a strong background in
Portfolio Accounting and Performance Reporting
. The ideal candidate should have hands-on experience with platforms like
Addepar
or
Orion
and a deep understanding of wealth management systems. This role involves working closely with business stakeholders, engineering teams, and clients to deliver high-quality financial products and solutions.

Key Responsibilities

- Act as the
Product Owner
for portfolio accounting and performance reporting solutions.
- Define and manage the
product backlog
, ensuring alignment with business priorities and client needs.
- Collaborate with stakeholders to gather, analyze, and document
business requirements
.
- Translate requirements into
user stories and acceptance criteria
for development teams.
- Drive
Agile ceremonies
including sprint planning, backlog grooming, and reviews.
- Ensure accurate
portfolio accounting workflows
, including reconciliation, valuation, and reporting.
- Oversee development and enhancement of
performance reporting tools
(time-weighted return, IRR, benchmarks, etc.).
- Work closely with engineering to ensure timely and high-quality delivery.
- Conduct
UAT (User Acceptance Testing)
and support production releases.
- Monitor product performance and continuously identify improvement opportunities.

Required Skills & Qualifications

- 5+ years of experience as a
Product Owner / Business Analyst
in financial services.
- Strong domain knowledge in
Portfolio Accounting and Performance Reporting
.
- Hands-on experience with platforms like
Addepar
or
Orion
(preferred).
- Understanding of
wealth management, asset management, or investment platforms
.
- Experience working in
Agile/Scrum environments
.
- Strong analytical and problem-solving skills.
- Excellent communication and stakeholder management abilities.

Best Regards,

Deepak Gulia

Sr. Talent Acquisition-USA