Product Owner - Private Credit (Hybrid)

Broadridge Financial Solutions; New York (NY); On-site; USD 130,000 - 150,000; Full time

Benefits offered by this job

Bonus Eligible

Colorado sick leave compliance

Job summary

Broadridge Financial Solutions is seeking a Product Owner to shape the future of its investment technology. You will partner with the Head of Product to influence workflows from research to portfolio management and data analytics, collaborating with clients, engineering, UX/UI, QA, and business stakeholders.

You will own feature delivery across the credit investment suite, drive sprint planning, write epics and user stories, and oversee releases while ensuring quality and alignment with client

Qualifications

• 5+ years as Product Owner or Business Analyst in financial technology
• Understanding of private equity or private credit operations, accounting or fund structures
• Bachelor’s degree in finance, computer science, technology, or related field
• Proven ability to translate complex business needs into detailed product requirements
• Experience in agile scrum with globally distributed teams
• Proficiency with Jira and Confluence; SQL experience is a plus

Responsibilities

• Shape and execute product strategy and roadmap with product leadership
• Identify opportunities for innovation and client value from market trends
• Own delivery of new features across credit investment suite ( syndicated loans, private debt, CLOs )
• Serve as embedded Product Owner within agile squads; drive sprint planning and backlog grooming
• Collaborate with engineering to design scalable, reusable solutions
• Write clear epics, user stories, and non-functional requirements (NFRs) using INVEST
• Oversee end-to-end release processes and ensure high-quality deployments
• Conduct hands-on testing and document issues to uphold quality
• Support client demos, product documentation, and business analysis
• Gather customer input via user interviews and client forums

Skills

Product ownership

Agile methodologies

Stakeholder management

Communication

Leadership

Requirements translation

SQL (plus)

Education

Bachelor's degree

Tools

Jira

Confluence

SentryPM (or similar)

SQL

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 Solutions Broadridge Asset Management is a premier provider of investment software, supporting over 600 clients across hedge funds, CLO managers, private credit funds, fund administrators, asset owners, and traditional asset managers.

Role Overview

As a Product Owner, you will play a pivotal role in shaping the future of Broadridge’s investment technology. Partnering closely with the Head of Product, you will influence how clients leverage our platform to streamline investment workflows—from research and order management to portfolio management, accounting, and data & analytics. You will collaborate cross-functionally with clients, engineering, UX/UI design, QA, client services, and business stakeholders to deliver high-impact solutions that enhance productivity, reduce operational risk, and improve efficiency across the investment lifecycle. In this role, you will serve as a highly proficient member of the product team, bridging the gap between Product Management and Engineering.

Responsibilities

• Partner with product leadership to shape and execute product strategy and roadmap
• Maintain a pulse on industry, market, and technology trends to identify opportunities for innovation and client value
• Own the delivery of new features and workflows across Broadridge’s credit investment suite, including syndicated loans, private debt, and CLO management
• Serve as the embedded Product Owner within agile squads, driving sprint planning, backlog grooming, and execution
• Collaborate with engineering to design scalable, reusable solutions
• Author clear, actionable epics, user stories, and non-functional requirements (NFRs) using best practices (INVEST, MVP, steel threads)
• Oversee end-to-end release processes, ensuring timely, high-quality deployments across environments
• Conduct hands‑on testing, document issues, and uphold product quality standards
• Champion continuous improvement and operational excellence across the product lifecycle
• Provide adaptable support across client demos, product documentation, and business analysis
• Experience gathering customer input directly via user interview, client forums, or other discovery activities

Your Profile

• 5+ years of experience as a Product Owner or Business Analyst in financial technology
• Understanding of private equity or private credit operations, accounting, or fund structures
• Bachelor’s degree in finance, computer science, technology, or a related field
• Proven ability to translate complex business needs into detailed product requirements
• Familiarity with Broadridge SentryPM is a strong plus, or other Syndicated Loan, Private Credit, or CLO investment systems
• Experience working in agile scrum environments with globally distributed teams
• Self‑starter with strong organizational skills and the ability to manage multiple priorities in a fast-paced setting
• Proficiency in modern product development methodologies; roadmap, sprint planning and backlog management
• Skilled in Microsoft Office, Jira, Confluence; SQL experience is a plus
• Excellent communication, leadership, and problem‑solving abilities build consensus.

Compensation Range: The salary range for this position is between $130,000.00-$150,000.00. 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

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

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. Broadridge is part of the S&P 500 Index, employing over 15,000 associates in 21 countries.

We are committed to fostering a collaborative, engaging, and inclusive environment and are dedicated 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. US applicants: Click here to view the EEOC "Know Your Rights" poster. 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. LinkedIn Facebook Instagram Twitter YouTube Glassdoor The Muse 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.