Senior Product Manager

Holistic Partners, Inc; Oaks (PA); Hybrid; USD 140.000 - 190.000; Vollzeit

Zusammenfassung

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).

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Product Manager

Agile methodologies

Analytical thinking

Cross-functional collaboration

Financial services knowledge

Private Equity/Private Credit exposure

Tools

Geneva

Investran

Jobbeschreibung

Location: Oaks, PA or New York, NY – Hybrid (Onsite 3 days a week, Tuesday–Thursday)

Duration: 12+ Months

IV Process: Video Interview

Position Overview

• We are looking for a Senior Product Manager with at least 7 years of IT experience and Financial Services experience, specifically in Alternative Investment Administration, primarily Private Equity and Private Credit.
• The ideal candidate must have a strong understanding of alternative investment administration, particularly Private Equity and Private Credit. This role requires deep financial services administration expertise within the alternatives space.
• Client is seeking a Product Manager with strong experience in alternative investments, as this will be the primary focus of the role.
• Fund Administration experience with Investran, Geneva, or similar fund administration software would be a plus.
• Candidates must have technical experience as a Product Manager and must have worked closely within the Private Equity industry.
• The IMS Product Manager plays a pivotal role in shaping the roadmap, strategy, and long-term vision for the Accounting Systems and Fund Administration product family within the Investment Management Services (IMS) portfolio. This role is responsible for driving product outcomes across complex accounting and investment platforms supporting alternative asset classes.
• The ideal candidate brings hands-on experience with institutional accounting and fund administration systems such as Geneva, Investran, and related platforms, paired with a strong understanding of alternative investment operations and how these workflows span multiple technologies. This individual thrives in a fast-paced, forward-thinking product organization, collaborating closely across engineering, operations, data, and client-facing teams to deliver meaningful product innovation.

What We Need From You

• Proven experience as a Product Manager or in a similar role within investment management, fund administration, or financial technology.
• Strong familiarity with alternative investments (e.g., Private Equity, Hedge Funds, Private Credit, Real Assets) and associated operational workflows.
• Preferably, hands-on experience working with Geneva, Investran, or comparable accounting and investment platforms.
• Demonstrated ability to work effectively in a cross-functional, agile product environment.
• Strong analytical and problem-solving skills with the ability to break down complex systems and processes.
• Excellent communication skills, with the ability to influence and align diverse stakeholders.
• A clear, well-communicated roadmap aligned to IMS strategic goals.