Product Manager/Business Analyst - Treasury

5 days/week in Stamford officeUSC or GC preferred

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This individual will join a Treasury team and take ownership of delivery, business analysis, prioritization and cross-functional coordination across a portfolio of workstreams spanning financing, margin, cash management, and operational controls.
This individual will operate at the intersection of business and technology - translating complex Treasury requirements into structured plans, driving delivery through engineering teams, and producing executive-quality materials for senior stakeholders. The ideal candidate has a background in delivering technology solutions within a hedge fund, asset manager, or capital markets environment. What matters is the toolkit: structured thinking, comfort with ambiguity, strong written communication, and the ability to manage multiple concurrent workstreams independently.
This is not a passive coordination role. You will own plans end-to-end, draft business requirements, challenge assumptions and drive outcomes across business and engineering teams.
ResponsibilitiesProduct Management & Business AnalysisDraft detailed business requirements documents for Engineering across Treasury workstreams (financing, margin, cash, cost reporting)Build prototype applications with AI tooling to challenge assumptions and validate use casesDefine acceptance criteria, test plans, and validation approaches for system implementationsConduct data analysis to support decision-making. For example: reconciliations, cost analysis and variance reportingLead UAT and production testing by writing test plans, defining success criteria, validating data feeds and coordinating sign-offProduct Management & PMODraft, maintain, update and own multiple project plans in Jira, coordinating across business and engineeringRun biweekly sprint prioritization and backlog grooming sessions with engineering teamsProduce and maintain weekly status reporting via automated decks, metrics and risk/blocker trackingManage ticket lifecycles across multiple Jira projects, ensuring work is properly scoped, prioritized and closed outOwn the cadence - scheduling, follow-ups, dependency tracking and escalationsGovernance & ReportingProduce monthly health checks and governance reporting for senior leadershipPrepare materials for annual and 3-year plansProcess budget change requests and coordinate with Procurement and FinanceDraft and maintain ad-hoc executive materials - decks, updates and counterparty packs
What makes a great candidate? xzbcwsv Bias to action, delivers results rather than waiting for perfect informationAI-native: uses AI tools (Claude Code, Codex, LLMs) as naturally as Excel or PowerPointHedge fund, proprietary trading firm, asset management or sell-side Treasury/portfolio finance backgroundUnderstanding of capital markets operations: stock loan, financing, margin and cash managementConsulting background or consulting-style structured problem solving, or equivalent in-house delivery experience
Minimum Qualifications7+ years’ experience in a Product Management or Business Analyst role3+ years delivering technology solutions within a hedge fund, asset manager, or capital markets environmentExperience with system implementations, both vendor and in-houseStrong Jira and Confluence proficiencyTechnical skills: SQL, AI prototypes