Product Owner, Risk Management & Compliance - Liberty Mutual Investments

Description

The Company

Liberty Mutual Investments (LMI) manages Liberty Mutual Insurance Group's (LMIG) global financial assets across global markets and private domains to build capital and generate income. With over $100 billion in assets under management (AUM) and a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY, LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader.

LMI has been on a transformation path to spur innovation, capitalize on deep expertise, and scale its returns on long-term flexible capital through a "one firm, one portfolio, one team" mindset. Our operating model is built on three pillars: centralized portfolio construction, asset management, and investment-enabling services. The teams are structured as Investment Business Units (IBUs) working in concert: Global Strategy & Capital Allocation, Risk Management, Global Credit Markets, Global Alternative Markets, Global Liquid Markets, and Global Investment Solutions. Our portfolio spans a broad spectrum of public and private asset classes, and we are committed to expanding our capabilities and our toolkit in furtherance of our mission.

The Position:

We are seeking a dynamic and strategic Senior Product Owner to lead the development and delivery of LMI's Risk and Compliance reporting and analytics solution. This role sits at the intersection of investment teams, product and technology to ensure stakeholders have access to robust, timely, and actionable insights across total portfolio management, focusing on LMI's risk framework and compliance.

Reports to the Director of Total Portfolio Management Product within the Global Investment Solutions (GIS) function of LMI. An emphasis on performing data validation and complex data organization, inclusive of data from platforms like Aladdin, Snowflake, and WSO.

The Product Owner translates business milestones and requirements into a product roadmap and owns the outcomes and value creation for both the business and technical workstreams.

Responsibilities:

• Lead two dedicated Scrum teams in successful story and backlog creation and oversee the implementation of capabilities and feature sets critical for the private markets investment lifecycle.
• Drive root cause analysis and remediation for data quality issues impacting LMI's reporting dashboards, working with source system owners and developers.

• Define and own the vision and roadmap for reporting and analytics in Financial Markets.
• Collaborate with investment professionals, data engineers, and external vendors to deliver high-value features.
• Translate business needs into clear product requirements and manage the product backlog.
• Oversee development of dashboards and analytical tools and validation, testing and final approval of features prior to end user acceptance (UAT).
• Collaborate with UX/UI designers to ensure user-centered design is embedded throughout the product lifecycle.
• Advocate for end-user needs, usability, and accessibility during planning and development.
• Identify and trace any data quality issues in partnership with data governance, core data teams, operations, and investment professionals

• Act as the voice of the customer (investment teams, operations, risk, and compliance) to ensure reporting tools meet end-user needs.
• Lead cross-functional meetings and working groups to gather feedback and align priorities.

• Lead agile ceremonies, including sprint planning, retrospectives, and reviews.
• Manage the testing and release of enhancements in collaboration with development teams.
• Monitor KPIs to measure impact and improve product iterations.

• Bachelor's degree in Finance, Economics, Computer Science, or related field; MBA or CFA a plus.
• 5+ years of experience in product ownership, business analysis, or reporting roles within investment management, 10+ year preferred.
• Proven track record of implementing dashboard and analytics reports and/or tools for investments.
• Proven track record of implementing systems, modules, tools with external vendors such as Aladdin, DealCloud, Moody's.
• Working knowledge of institutional asset management, including portfolio construction principles, performance attribution, and investment risk measures.
• Fundamental understanding of AI/ML concepts and their application in enhancing business processes, operational workflows, and investment technology solutions.
• Exceptional communicator with the ability to articulate complex ideas and solutions.
• Outstanding leadership skills, with the ability to influence and align cross-functional teams and reconcile diverse user needs and priorities.
• Basic knowledge of the risk investment metrics and/ or compliance monitoring processes, advanced knowledge of either subject matter is preferred.
• Exude entrepreneurial mindset and demonstrated behavior of extreme ownership and self-driven execution, strategic thought leadership, connecting the dots for the total portfolio management data and analytics across stakeholders, product, data and technology.
• Intermediate SQL skills for performing data validation and complex data organization, inclusive of data from platforms like Aladdin, Snowflake, and WSO; advanced knowledge of SQL preferred
• Deep knowledge and experience with Agile frameworks and methodologies, such as Scrum or Kanban, is a plus.
• Certified Scrum Product Owner (CSPO) preferred.

• California
• Los Angeles Incorporated
• Los Angeles Unincorporated
• Philadelphia
• San Francisco