Join a dynamic product team focused on enhancing portfolio management, analytics, and investment decision-making tools for a fast-moving financial services environment. This hybrid opportunity in Boston offers the chance to partner closely with investment professionals and technology teams to deliver meaningful improvements to business-critical applications.

Responsibilities

• Work directly with portfolio managers and research analysts to understand workflows related to portfolio analytics, risk, performance, and investment decisions.
• Translate business needs into clear functional requirements, user stories, and acceptance criteria for product and engineering teams.
• Lead analysis for initiatives that span multiple systems, including investment data, analytics, and user experience.
• Collaborate with engineers, architects, and product stakeholders to evaluate solution options, tradeoffs, and implementation impact.
• Facilitate alignment across business and technical teams to support effective delivery and decision-making.
• Support the full delivery lifecycle, including solution reviews, testing, and release readiness.
• Identify ways to improve investor workflows, platform usability, analytical capabilities, and overall performance.
• Maintain strong Agile practices, including backlog readiness, sprint planning, reviews, retrospectives, and well-defined epics and stories.

Skills

• Experience in asset management or a closely related financial services environment.
• Strong understanding of capital markets and investment workflows.
• Ability to work with business and technical stakeholders to turn complex needs into actionable requirements.
• Excellent communication, facilitation, and collaboration skills.
• Comfort working on cross-functional initiatives with multiple systems and dependencies.
• Hands-on experience supporting Agile delivery practices.
• Interest in using AI-enabled tools in day-to-day work.

Preferred Skills

• Experience working directly with portfolio managers, research analysts, or investment teams.
• Background supporting investment analytics platforms tied to portfolio analysis, risk, or performance.
• Working knowledge of Python and SQL.
• Familiarity with data analysis tools and reporting workflows.
• Experience with AI-enabled tooling ecosystems such as Copilot and understanding how they support productivity.
• Exposure to product strategy, roadmap support, or feature delivery in a financial technology setting.

Horizontal is committed to creating an inclusive environment where diverse perspectives are valued and every team member can contribute meaningfully. We welcome candidates from all backgrounds and are dedicated to equity, respect, and opportunity throughout the hiring process.

Please apply through this online posting or by visiting our Job Board at www.horizontaltalent.com/job-board. Applications will be accepted for 4 weeks. For those that join the team, we offer competitive compensation and benefits including medical, dental, vision, and retirement. Check out all we have to offer and how you can become part of the Horizontal Talent Team. The pay range for this role is $47 - $82 per hour based on qualifications and experience.