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State Street

Holds assets for institutions and runs index funds

Product Management - Multiple Teams

Technical Product ManagementConfirmed live in the last 24 hours
Full-timeNo salary listed

About the Job

Requirements

  • At least five years of experience working with loan products within financial services, fintech, or enterprise software, with meaningful exposure to private markets or asset management.
  • Solid understanding of private markets operations across multiple loan asset classes, including fund structures, capital deployment workflows, valuation processes, and investor reporting cycles.
  • Demonstrated experience owning technically complex platform-level or infrastructure product workstreams, with a focus on direct loans, syndicated loans, CLOs, and various MBS types.
  • Familiarity with data architecture concepts, including data modeling, ETL pipelines, API design, and event-driven systems.
  • Experience with agile development methodologies and proficiency with product management tools such as Jira, Confluence, Productboard, or similar.
  • Bachelor's degree required.

Responsibilities

  • Define and deliver the roadmap for horizontal platform capabilities supporting private markets loan asset classes, including core data services, cross-fund analytics, workflow automation, and API-based integration capabilities.
  • Develop a detailed understanding of relevant third-party loan platforms and data structures, including WSO, with particular focus on loan and asset records, security and reference data, income and accruals, positions, reconciliations, cash movements, and projected cash flows.
  • Assess how loan data can be consumed and used within CRPM, identifying opportunities for bi-directional connectivity that improve data quality, operational efficiency, and client experience across State Street-serviced and client-hosted environments.
  • Work hands-on with data to validate mappings, identify gaps and exceptions, and translate business and data concepts into clearly defined product, data, and engineering requirements.
  • Define and drive the CRPM loan data model and taxonomy, establishing how fund, deal, asset, transaction, and investor-level entities relate across the platform and ensuring consistency across workflows, analytics, and reporting.
  • Identify high-friction and manual loan-processing activities and develop opportunities for automation, straight-through processing, and exception-based workflows.
  • Drive the development of cross-asset portfolio analytics, including exposure and concentration analysis, diversification, performance attribution, and analysis across fund vintages.
  • Work with current and potential clients to define standard client analytics and dashboard requirements by combining WSO and other relevant servicing data with accounting ledger, security master, loan reference, and transaction-level information.
  • Partner across WSO, CRPM Product, Technology, Operations, Architecture, and client-facing teams to validate use cases, prioritise opportunities, and move solutions from discovery and concept through delivery.
  • Define and own the strategic approach to integrations with third-party loan servicing and data providers, establishing reusable integration patterns and a scalable blueprint that can support CRPM's broader private markets strategy.
  • Lead agile product delivery, maintain a prioritised backlog, facilitate appropriate product and agile ceremonies, and work with engineering teams to deliver product increments against agreed outcomes.
  • Define product success measures and reporting to track adoption, data quality, operational efficiency, and business impact, and use these insights to inform subsequent product priorities.
  • Document target-state integration architecture, key data flows, priority use cases, product requirements, and a recommended roadmap, creating a practical foundation for continued development following the WSO secondment.
  • Support the Head of Product and wider Product leadership in strategic planning, OKR development, roadmap prioritisation, and cross-functional alignment.

Desired Qualifications

  • Experience building or scaling loan product solutions, particularly in capturing, processing, and monitoring them from technical and business perspectives.
  • Familiarity with private markets technology stacks and leading asset and loan management vendor solutions such as WSO, Versana, and Siepe.
  • Exposure to loan administration workflows, including capital calls, distributions, NAV calculations, waterfall modeling, and transaction upkeep.
  • Knowledge of data governance, master data management, and financial data quality frameworks.
  • An MBA, CFA, or technical graduate degree.

About the Company

State Street

Holds assets for institutions and runs index funds

State Street holds and services investments for pension funds, insurers, fund companies, and other large institutions, and it also runs index funds through State Street Investment Management. It launched the first US-listed exchange-traded fund, the SPDR S&P 500 ETF Trust, in 1993, and in 1924 it became custodian of the first US mutual fund. As a custody bank, it safekeeps clients' stocks and bonds, completes their trades, calculates what their funds are worth, and lends their securities to other investors. It earns fees on the assets it services and manages, plus income from currency trading and from interest on client cash. State Street traces its roots to a bank chartered in 1792 and is based in Boston, Massachusetts.

Company size
10,001+
Company stage
IPO
Headquarters
Boston, MA
Founded
1792

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