About the role
Product strategy and roadmap Own the EDM product vision, multi-year strategy, and a transparent roadmap aligned to investment, accounting, operational, regulatory, and technology priorities. Prioritize using business value, risk, regulatory importance, data quality, operational impact, cost, and complexity; make trade-offs visible to stakeholders. Balance strategic transformation, platform modernization, regulatory commitments, production stability, technical debt, and run-the-business demand. Develop business cases for material EDM investments and capability changes. Maintain clear boundaries between EDM product ownership and the enterprise MDM mandate, and route gaps requiring broader solutions to an accountable owner. Manage dependencies across EDM, SimCorp Dimension, Aladdin, Snowflake, WSO, investment-accounting processes, and downstream reporting and analytics. Ensure AI use meets LMI information security, privacy, legal, model risk, and Responsible AI requirements, with defined human review, monitoring, and traceability. Build reusable prompts, skills, and knowledge assets, and help team members adopt AI in ways that improve quality rather than volume. Evaluate vendor advisory councils, early-access programs, and development partnerships, and ensure vendor-led innovation, including AI capability, meets LMI governance and risk requirements. Serve as the Financial Products point of accountability for EDM strategy, prioritization, and business outcomes. Build trusted relationships across OS&D, Investment Accounting, Public Markets, Private Assets, Finance, Risk, Compliance, the Data Office, and Technology; influence senior stakeholders without formal reporting authority. Lead the EDM Product Advisory Council with decision-ready agendas covering product health, roadmap progress, risks, and trade-offs, and a transparent record of decisions, owners, and due dates. Define escalation paths and decision rights across Financial Products, Technology, OS&D, the Data Office, and vendors; escalate material risks with context, options, and a recommendation. Bachelor's degree in finance, Accounting, Economics, Information Systems, Data Management, Computer Science, or a related field. 10+ years in investment management, investment operations, investment accounting, enterprise data management, or financial technology, including demonstrated product ownership of a complex platform, data product, or enterprise capability. Gresham Opus EDM (Markit EDM and S&P Global EDM), GoldenSource, BNY Data & Analytics (Eagle), Rimes, or a comparable enterprise data-management platform. Strong command of security master, price master, reference data, data quality, data lineage, exception management, and downstream data consumption. Track record translating complex business needs into roadmaps, requirements, and measurable outcomes, and leading cross-functional delivery across Product, Technology, OS&D or an equivalent investment-operations function, and Data. Strong stakeholder management, facilitation, written communication, and executive presentation skills; sound decision-making and judgment in a complex, matrixed organization. Agile delivery, PI planning, backlog management, and cross-product dependency management. Hands-on use of generative AI to improve product management, analysis, or operational workflows, with the judgment to identify unsupported conclusions and factual errors in AI output and the discipline to apply human review and data protection. Experience managing vendors or strategic technology partners. SimCorp Dimension, Aladdin, Snowflake, WSO, eFront, or related investment platforms. Insurance asset management or another highly regulated financial-services environment; public and private asset classes; investment-accounting and NAIC data requirements. Retrieval-augmented generation, natural-language data access, prompt design, or agentic workflow concepts; experience introducing AI capability within a governed enterprise environment.