About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the Role
The Product Owner, Investment Risk, is accountable for the vision, roadmap, prioritization, and outcomes of the capabilities that help investment teams understand, manage, and incorporate risk into portfolio decisions. This includes portfolio risk management, risk methodologies and engines, scenario analysis, stress testing, exposure monitoring, investment controls, regulatory adherence, and risk decision support across the investment lifecycle. This role sits at the intersection of Portfolio Management, Investment Risk, Compliance, Data, Analytics, and Technology. The Product Owner translates Investment Platform strategy and investment risk priorities into a clear roadmap and prioritized backlog, ensuring investment professionals have trusted data, well-governed risk methodologies, transparent analytics, and actionable insights to support risk-aware portfolio construction and monitoring. The Product Owner is accountable for what is delivered, when it is delivered, and why it matters. This includes ownership of product vision, roadmap priorities, sequencing decisions, capacity allocation, backlog management, and outcome realization. Technology partners are accountable for how solutions are designed, built, supported, and sustained.
RESPONSIBILITIES
Product Vision, Strategy & Roadmap
- Define and evolve the product vision and roadmap for Investment Risk priorities, aligned with Investment Platform strategy and target operating model.
- Translate business priorities and operating model objectives into a sequenced roadmap focused on measurable business outcomes.
- Own the business outcomes and value delivered through Investment Risk capabilities, with a focus on risk transparency, portfolio risk oversight, scenario and stress-testing workflows, investment controls, and risk-informed decision-making.
- Establish product objectives, success measures, and adoption goals.
- Partner with business stakeholders and technology partners to align Investment Risk capabilities with future-state workflows and the Investment Platform operating model.
Product Ownership & Prioritization
- Own and prioritize the Investment Risk product backlog.
- Own roadmap commitments, sequencing decisions, and capacity allocation trade-offs.
- Balance competing demands across stakeholders
- Make transparent trade-offs based on business value, risk, dependencies, and delivery capacity.
Investment Risk Capabilities & Delivery
- Own the enterprise investment risk analytics engine that feeds investor workflows, risk oversight workflows, and management and client reporting on risk and positioning across asset classes and strategy types
- Partner with, professionals across risk and analytics research, risk strategy, compliance, data, and technology partners to evolve scalable, well-governed risk workflows and decision-support capabilities.
- Partner closely with Product Owners across Research, Investment Data, Portfolio Management & Order Management, and other Investment Platform products to ensure risk capabilities are effectively integrated into investment workflows, enabling investors to incorporate risk considerations into portfolio construction, implementation, and ongoing portfolio management.
- Establish and evolve pathways for accessing consistent, trusted data for risk analysis, aligned with canonical sources, agreed data ownership principles, and enterprise architecture standards.
- Integrate risk measures into portfolio construction, decision-support, monitoring, and control workflows so investment teams can incorporate risk considerations more effectively into day-to-day decisions.
- Guide prioritization across internal capabilities, external/vendor tools, and tactical workflows, ensuring the roadmap reduces friction, improves repeatability, and supports resilient risk capabilities.
Stakeholder Management & Adoption
- Serve as the primary product representative for business stakeholders and technology delivery teams.
- Work with other Product Owners to ensure prioritization roadmap aligns with capabilities of upstream products (e.g., Data) and needs of downstream products (e.g., PMS, OMS).
Agile Delivery & Innovation
- Lead backlog refinement, prioritization, release planning, and product acceptance activities.
- Participate actively in Agile planning and review activities to ensure teams understand priorities, outcomes, and success measures.
- Identify and prioritize AI and advanced analytics opportunities tha