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
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
Skills Required
- 5+ years of product management experience in fintech or investment management, with financial software experience (accounting systems, IBOR, OMS/PMS, or adjacent)
- Deep understanding of investment accounting concepts (cost basis methods, corporate actions, multi-currency processing, accruals, GL posting logic)
- 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, 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 delivering alongside engineering, implementation, and client-facing teams
- Exceptional communication skills to engage credibly with technical teams and sophisticated buy-side clients
- Direct experience working with fund managers, fund administrators, or similar buy-side and back-office clients; hedge fund experience a plus
- Familiarity with order management or portfolio management system architecture and how accounting integrates within the 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
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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