Description
12 month contract
Hybrid - 3 days/week in Stamford office
USC or GC preferred
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.
Responsibilities
Product Management & Business Analysis
- Draft 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 cases
- Define acceptance criteria, test plans, and validation approaches for system implementations
- Conduct data analysis to support decision-making. For example: reconciliations, cost analysis and variance reporting
- Lead UAT and production testing by writing test plans, defining success criteria, validating data feeds and coordinating sign-off
Product Management & PMO
- Draft, maintain, update and own multiple project plans in Jira, coordinating across business and engineering
- Run biweekly sprint prioritization and backlog grooming sessions with engineering teams
- Produce and maintain weekly status reporting via automated decks, metrics and risk/blocker tracking
- Manage ticket lifecycles across multiple Jira projects, ensuring work is properly scoped, prioritized and closed out
- Own the cadence - scheduling, follow-ups, dependency tracking and escalations
Governance & Reporting
- Produce monthly health checks and governance reporting for senior leadership
- Prepare materials for annual and 3-year plans
- Process budget change requests and coordinate with Procurement and Finance
- Draft and maintain ad-hoc executive materials - decks, updates and counterparty packs
What makes a great candidate?
- Bias to action, delivers results rather than waiting for perfect information
- AI-native: uses AI tools (Claude Code, Codex, LLMs) as naturally as Excel or PowerPoint
- Hedge fund, proprietary trading firm, asset management or sell-side Treasury/portfolio finance background
- Understanding of capital markets operations: stock loan, financing, margin and cash management
- Consulting background or consulting-style structured problem solving, or equivalent in-house delivery experience
Minimum Qualifications
- 7+ years’ experience in a Product Management or Business Analyst role
- 3+ years delivering technology solutions within a hedge fund, asset manager, or capital markets environment
- Experience with system implementations, both vendor and in-house
- Strong Jira and Confluence proficiency
- Technical skills: SQL, AI prototypes