Product Manager

The team and role

Responsibilities

• Manage the tactical roadmap and backlog for managed investment calculations.
• Define business requirements and success criteria with product, research, operations, and client support teams.
• Translate methodologies into formulas, input requirements, eligibility rules, exceptions, and expected outputs.
• Use SQL and analytical tools to investigate datasets, data quality, coverage, sources, dependencies, and downstream impacts.
• Prototype and validate calculations across edge cases, missing data, historical changes, fund structures, and share classes.
• Drive execution with engineering and QA through user stories, acceptance criteria, testing, regression coverage, and release readiness.
• Investigate discrepancies and production issues, identify root causes, and prioritize fixes based on business impact.
• Coordinate methodology and implementation changes and maintain traceability between approved methodologies and production logic.
• Maintain documentation and support materials and communicate calculation outcomes, priorities, dependencies, and risks.

Required qualifications

• At least 3 years of experience in product management, business analysis, or data analysis, preferably within investment analytics, financial data, or financial services.
• Strong hands-on SQL skills and experience analyzing complex datasets to validate results and investigate issues.
• Ability to translate ambiguous business needs and financial methodologies into precise requirements, calculation logic, and acceptance criteria.
• Understanding of managed investments, including mutual funds, ETFs, share classes, performance, risk, fees, and peer group comparisons.
• Experience specifying, prototyping, or validating analytical calculations with attention to dependencies, exceptions, and reproducibility.
• Experience prioritizing requirements or managing a backlog and collaborating with engineering and QA.
• Strong critical thinking, problem-solving, written communication, and verbal communication skills.
• Bachelor’s degree in finance, economics, mathematics, statistics, computer science, engineering, or a related discipline.

Preferred qualifications

• Experience with investment datasets, financial calculations, or proprietary analytical methodologies.
• Python or similar programming skills for data analysis, calculation prototyping, and validation.
• Familiarity with centralized calculation services, APIs, data pipelines, cloud analytical platforms, data lineage, reconciliation, or automated quality controls.

Compensation

• Base salary compensation range is $75,600 to $110,874.
• The incentive target percentage is 12.5% annually.

Work environment

• Morningstar describes the work environment as hybrid, with in-person collaboration each week.
• In most locations, the hybrid model involves four days in the office each week.

Organization