Job Description
At Neovest, the infrastructure that runs global investment portfolios starts with the people who build it. As a Product Manager on our Portfolio Management team, you will sit at the intersection of cutting-edge trading technology and the complex accounting realities faced by today's most sophisticated buy-side institutions. This is not a role for someone who maintains the status quo — it is a role for someone who reimagines it.
Neovest is a JPMorganChase company delivering best-in-class trading and portfolio management solutions to hedge funds, asset managers, and other institutional investors worldwide. Your work here will directly shape how our clients manage their books, reconcile their ledgers, and ultimately trust their data.
Job Summary
As a Product Manager for Portfolio Management, you will own the strategy and delivery of Neovest's accounting, IBOR, and General Ledger capabilities — products that sit at the core of how our clients operate. Day to day, you will translate the nuanced requirements of fund managers and back-office teams into a clear, executable product roadmap, working hand-in-hand with engineering, implementation, and client-facing colleagues to bring high-quality features to market. You will engage directly with clients and prospects, building the deep domain credibility that makes great financial software possible. If you have a command of investment accounting and a drive to build products that institutional clients rely on daily, this role offers the scope, the team, and the platform to do your best work.
Job responsibilities
- Own the product vision and roadmap for accounting, IBOR, and General Ledger capabilities, translating business priorities into a clear, sequenced delivery plan
- Engage directly with clients, prospects, and internal stakeholders to surface requirements, validate product decisions, and build lasting domain credibility
- Document complex accounting workflows and client requirements with precision, ensuring engineering and implementation teams have the clarity needed to execute
- Partner cross-functionally with engineering, implementation, and client-facing teams to deliver high-quality, scalable features on schedule
- Define and track product success metrics, providing regular reporting and insight to senior stakeholders on adoption, impact, and roadmap progress
- Monitor industry trends across investment accounting, IBOR, and portfolio management technology to inform ongoing innovation and competitive positioning
- Maintain strong controls and ensure product decisions align with internal policies, regulatory requirements, and data integrity standards
Required Qualifications, Capabilities, And Skills
- 5+ years of product management experience in fintech or investment management, with meaningful time spent in financial software — accounting systems, IBOR, OMS/PMS, or adjacent
- Deep understanding of investment accounting concepts, including cost basis methods, corporate actions, multi-currency processing, accruals, and GL posting logic
- Demonstrated experience working with, building, or using accounting systems with a General Ledger in a production financial environment
- Solid command of core accounting and finance constructs: P&L, cash management, GAAP accounting, Trial Balance, Balance Sheet, and Income Statements
- Proven ability to translate complex accounting workflows and client requirements into clear, actionable product specifications
- Strong cross-functional collaboration skills, with a track record of delivering alongside engineering, implementation, and client-facing teams
- Exceptional communication skills, with the ability to engage credibly with both technical teams and sophisticated buy-side clients
Preferred Qualifications, Capabilities, And Skills
- Direct experience working with fund managers, fund administrators, or similar buy-side and back-office clients; hedge fund experience is a strong plus
- Familiarity with order management or portfolio management system architecture and how accounting integrates within the broader investment operations stack
- Ability to create a compelling product vision and actionable innovation roadmap in a fast-moving, client-driven environment
- Experience operating within a large financial institution or enterprise software company, navigating governance, controls, and cross-functional dependencies
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About The Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
