Product Manager/Business Analyst - Treasury

Career Techniques; Stamford (CT); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Career Techniques in Stamford, CT is seeking a Product Management & Business Analysis professional to own end-to-end delivery across Treasury workstreams (financing, margin, cash management and controls) within a hedge fund/asset management context.

You will translate Treasury requirements into structured plans, lead cross-functional teams, draft BRDs, run UAT, and produce executive materials for senior stakeholders.

Qualifications

• 7+ years’ experience in a Product Management or Business Analyst role.
• 3+ years delivering technology solutions within hedge funds, asset managers, or capital markets.
• Experience with system implementations, vendor and in-house.
• Strong Jira and Confluence proficiency.
• Technical skills: SQL, AI prototypes.

Responsibilities

• Draft detailed business requirements documents for Engineering across Treasury workstreams.
• Build prototype applications with AI tooling to challenge assumptions and validate use cases.
• Define acceptance criteria, test plans, and validation approaches for system implementations.
• Conduct data analysis to support decision-making and reporting.
• Lead UAT and production testing with test plans and sign-off coordination.
• Draft, maintain and own multiple project plans in Jira and coordinate across teams.
• Run biweekly sprint prioritization and backlog grooming with engineering.
• Produce weekly status reporting via automated decks and risk tracking.
• Manage ticket lifecycles across Jira projects and maintain cadence of dependencies.

Skills

Jira

Confluence

SQL

AI prototypes

Structured problem solving

Tools

Claude Code

Codex

LLMs

Job description

12 month contract

Hybrid - 3 days/week in Stamford office

USC or GC preferred

This individual will join a Treasury team and take ownership of delivery, business analysis, prioritization and cross-functional coordination across a portfolio of workstreams spanning financing, margin, cash management, and operational controlsThis individual will operate at the intersection of business and technology - translating complex Treasury requirements into structured plans, driving delivery through engineering teams, and producing executive-quality materials for senior stakeholders.

The ideal candidate has a background in delivering technology solutions within a hedge fund, asset manager, or capital markets environment.

What matters is the toolkit: structured thinking, comfort with ambiguity, strong written communication, and the ability to manage multiple concurrent workstreams independently.

This is not a passive coordination role. You will own plans end-to-end, draft business requirements, challenge assumptions and drive outcomes across business and engineering teams.

Responsibilities

Product Management & Business Analysis

• Draft detailed business requirements documents for Engineering across Treasury workstreams (financing, margin, cash, cost reporting)
• Build prototype applications with AI tooling to challenge assumptions and validate use cases
• Define acceptance criteria, test plans, and validation approaches for system implementations
• Conduct data analysis to support decision-making. For example: reconciliations, cost analysis and variance reporting
• Lead UAT and production testing by writing test plans, defining success criteria, validating data feeds and coordinating sign-off

Product Management & PMO

• Draft, maintain, update and own multiple project plans in Jira, coordinating across business and engineering
• Run biweekly sprint prioritization and backlog grooming sessions with engineering teams
• Produce and maintain weekly status reporting via automated decks, metrics and risk/blocker tracking
• Manage ticket lifecycles across multiple Jira projects, ensuring work is properly scoped, prioritized and closed out
• Own the cadence - scheduling, follow-ups, dependency tracking and escalations

Governance & Reporting

• Produce monthly health checks and governance reporting for senior leadership
• Prepare materials for annual and 3-year plans
• Process budget change requests and coordinate with Procurement and Finance
• Draft and maintain ad-hoc executive materials - decks, updates and counterparty packs

What makes a great candidate?

• Bias to action, delivers results rather than waiting for perfect information
• AI-native: uses AI tools (Claude Code, Codex, LLMs) as naturally as Excel or PowerPoint
• Hedge fund, proprietary trading firm, asset management or sell-side Treasury/portfolio finance background
• Understanding of capital markets operations: stock loan, financing, margin and cash management
• Consulting background or consulting-style structured problem solving, or equivalent in-house delivery experience

Minimum Qualifications

• 7+ years’ experience in a Product Management or Business Analyst role
• 3+ years delivering technology solutions within a hedge fund, asset manager, or capital markets environment
• Experience with system implementations, both vendor and in-house
• Strong Jira and Confluence proficiency
• Technical skills: SQL, AI prototypes