Asset Management Accounting Product Owner

Broadridge Financial Solutions; New York (NY); Hybrid; USD 125,000 - 145,000; Full time

Job summary

Broadridge Financial Solutions in New York, NY, is seeking an Accounting Product Owner to shape the future of our investment software. You will own accounting workflows, NAV calculation, and investor reporting across the investment lifecycle, collaborating with engineering, UX/UI, QA, and client services.

Ideal candidates bring 5+ years in buyside accounting or fund administration, Product Owner experience, and strong knowledge of US-GAAP.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• 5+ years in buyside accounting, fund administration, or related roles.
• Product Owner experience required.
• CPA is a plus.
• Experience across accounting systems to improve processes and tools.
• Strong knowledge of middle/back-office operations and US-GAAP; IFRS a plus.
• Experience in Agile/Scrum environments; proficient with Jira/Confluence; SQL a plus.

Responsibilities

• Own delivery of accounting capabilities across Broadridge’s investment suite.
• Collaborate with product leadership to influence strategy and roadmap.
• Write epics, user stories, and NFRs following INVEST/MVP.
• Coordinate releases and ensure timely, high-quality delivery.
• Perform hands-on testing, log defects, and ensure product quality.
• Drive process improvements and operational excellence across the lifecycle.
• Support clients with demos, documentation, and analysis.

Skills

Buyside accounting

Fund administration

Product Owner

CPA

Agile/Scrum

SQL

Stakeholder leadership

Education

Bachelor’s degree in Finance/Accounting

Tools

Advent Geneva

WSO Accounting

Finbourne

Jira

Confluence

Job description

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team. Broadridge Asset Management is a leading provider of investment software solutions, serving over 600 clients across hedge funds, CLO managers, private credit funds, fund administrators, asset owners, and traditional asset managers. We are seeking a dynamic and experienced leader with experience in buyside accounting or fund administration to join our team and lead the evolution of our investment and accounting capabilities across our asset management software suite.

Role Overview As Accounting Product Owner, you will play a significant role in shaping the future of Broadridge’s investment software, working closely with the Head of Product Management. Your work will have a direct impact on how clients use our software to maintain accounting books and records, close periods, calculate net asset value, and report to end investors. You’ll work cross-functionally with engineering, UX/UI design, quality assurance, client services, and business stakeholders to deliver high-impact solutions that enhance productivity, reduce risk, and improve efficiency across the investment lifecycle. The role combines accounting expertise, hands-on execution, and client empathy- requiring both software fluency and understanding of middle and back-office investment operations. We are made up of high performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means you’ll be assigned to a Broadridge office and given the flexibility to work from home.

Key Responsibilities

• Collaborate with product leadership to influence product strategy and roadmap
• Stay ahead of industry, market, and technology trends and identify opportunities for Broadridge to deliver value to clients
• Own delivery of accounting capabilities, features, and workflows across Broadridge’s investment suite
• Act as the embedded Product Owner within Agile squads, driving sprint planning, backlog grooming, and delivery execution
• Collaborate with engineers to design and deliver scalable investment accounting workflows, features, and modern user interfaces
• Write clear, actionable epics, user stories, and non-functional requirements (NFRs) using best practices (INVEST, MVP, steel threads)
• Coordinate software releases, including planning, scheduling, and deployment, ensuring timely and high-quality delivery while minimizing disruption to users and stakeholders
• Perform hands-on testing, document bugs, and ensure product quality
• Champion process improvement and operational excellence across the product lifecycle
• Problem-solving and adaptable support across client needs, demos, documentation, and analysis

Desired Qualifications

• Bachelor’s degree: Finance, Accounting, or a related field
• 5+ years of experience in buyside accounting, fund administration or related roles
• Product Owner experience
• Certified Public Accountant (CPA) is a plus
• Experience working across accounting business and technology to improve systems, tools and processes
• Strong understanding of middle and back-office operations, including trade lifecycle and portfolio accounting operations
• Knowledge of alternative fund structures (hedge funds, separately managed accounts, CLOs, private credit) and asset types (equities, fixed income, derivatives, syndicated loans)
• Familiarity with accounting software systems (e.g., Advent Geneva, WSO Accounting, Finbourne)
• Knowledge of US-GAAP accounting principles; IFRS knowledge is a plus
• Experience in Agile/Scrum environments, supporting multiple squads or cross-functional teams
• Self-starter and proactive, with the ability to manage multiple tasks and priorities in a dynamic, fast-paced environment
• Proficient in Microsoft Office, Jira, Confluence; SQL experience is a plus
• Excellent communication, leadership, and problem-solving skills

Compensation Range: $125,000 - $145,000

Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

Bonus Eligibility: Bonus Eligible

Benefits Information: Please visit www.broadridgebenefits.com for information on our comprehensive benefit offerings. for this role.

All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

Use of AI in Hiring As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

Disability Assistance We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best.

Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to [e-mail].

Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow.

We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.

Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in equities, fixed income, and other securities globally.

A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries.

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Broadridge is committed to creating an engaging workplace for the most talented associates in our industry.

We are dedicated to fostering a collaborative, inclusive, and healthy environment that promotes flexibility and accountability.

As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment.

Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success.

We believe that our associates are our most important asset.

Encouraging professional development opportunities is a core part of our culture.

Broadridge provides educational opportunities, including formal classes, training programs and events.

To enable learning in our hybrid working model, Broadridge has redesigned all development programs for 100% virtual delivery.

Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program.