Senior PM – Alternative Investments (PE/Private Credit) – Hybrid

Holistic Partners, Inc; Oaks (PA); Hybrid; USD 140,000 - 190,000; Full time

Job summary

Holistic Partners, Inc. is seeking a Senior Product Manager with 7+ years in IT and financial services, focusing on private equity and private credit.

The role centers on shaping roadmaps for IMS Accounting Systems and Fund Administration, working across engineering, operations, data, and client teams in a fast-paced environment. Hybrid work arrangement in Oaks, PA or New York, NY with onsite days (Tue–Thu).

Qualifications

• Experience as a Product Manager in investment management, fund administration, or fintech.
• Strong knowledge of alternative investments (Private Equity, Private Credit, Hedge Funds).
• Experience with Geneva, Investran, or similar platforms.
• Experience in a cross-functional, agile product environment.
• Excellent communication and stakeholder alignment.

Responsibilities

• Shape the roadmap and long-term vision for the Accounting Systems and Fund Administration product family within the IMS portfolio.
• Collaborate with engineering, operations, data, and client-facing teams to deliver product innovations.
• Bring hands-on experience with institutional accounting and fund administration systems such as Geneva and Investran.

Skills

Product Manager

Agile methodologies

Analytical thinking

Cross-functional collaboration

Financial services knowledge

Private Equity/Private Credit exposure

Tools

Geneva

Investran

Job description

Holistic Partners, Inc. is seeking a Senior Product Manager with 7+ years in IT and financial services, focusing on private equity and private credit.

The role centers on shaping roadmaps for IMS Accounting Systems and Fund Administration, working across engineering, operations, data, and client teams in a fast-paced environment. Hybrid work arrangement in Oaks, PA or New York, NY with onsite days (Tue–Thu).