Senior Associate

About the Role

Shape global reference data capabilities within Client Account Services Change and Strategy. As a Product Owner Associate, translate product strategy into clear business and technology outcomes. Partner with product management, technology, and operations stakeholders to define requirements, prioritize the backlog, and drive delivery across the account and standing settlement instruction reference data ecosystem. Apply analytical thinking, stakeholder management, and agile execution to deliver measurable business value, stronger controls, improved efficiency, and an enhanced client experience.

Key Responsibilities

• Partner with Product Managers to support execution of the product roadmap and strategic priorities.
• Define business requirements, user stories, and acceptance criteria in collaboration with stakeholders.
• Prioritize the product backlog by balancing business value, client needs, risk considerations, and technical dependencies.
• Translate complex business requirements into actionable delivery outcomes for technology teams.
• Serve as the primary liaison between product management, technology, and operations throughout the product lifecycle.
• Drive end-to-end delivery of product enhancements from concept through production implementation.
• Maintain a healthy backlog and ensure delivery teams are prepared for upcoming sprints and releases.
• Facilitate agile ceremonies including sprint planning, backlog refinement, reviews, and retrospectives.
• Coordinate testing, user acceptance activities, operational readiness, training, and implementation planning.
• Communicate delivery progress, risks, and dependencies to stakeholders and senior management.
• Identify opportunities to simplify processes, improve data quality, strengthen controls, and enhance operational efficiency using data-driven insights, automation, and emerging technologies, including artificial intelligence.

Requirements & Tech Stack

• Demonstrate experience in product ownership, business analysis, change management, or product delivery within financial services.
• Apply agile methodologies and product development practices to plan and deliver work.
• Write clear user stories and acceptance criteria that enable effective delivery.
• Manage a product backlog and support feature delivery across multiple stakeholders.
• Analyze business processes and translate requirements into scalable solutions.
• Influence stakeholders across product, technology, and operations organizations.
• Communicate effectively through concise written and verbal updates.
• Use Jira, Confluence, and Microsoft Office applications to support delivery execution.

Qualifications

• Knowledge of markets products, prime brokerage, clearing, custody, or reference data operations.
• Familiarity with account and standing settlement instruction reference data processes.
• Experience supporting strategic data or reference data transformation initiatives.
• Use of Structured Query Language (SQL), Alteryx, Tableau, Power BI, or similar analytical tools.
• Agile or project delivery certifications, such as Scrum Product Owner or Scaled Agile Framework Product Owner.
• Bachelor's or master's degree in finance, business, technology, mathematics, statistics, or a related discipline.
• Experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.