Product Management – Private markets, Charles River Development, Assistant Vice President

Company: CFA Institute
Apply for the Product Management – Private markets, Charles River Development, Assistant Vice President
Location: Greater London
Job Description:

ROLE OVERVIEW

The AVP of Product Management, Private Markets is a versatile and entrepreneurial product leader responsible for cross-cutting platform capabilities that serve multiple private markets asset classes – including private equity, private credit, real assets, and multi-strategy funds. This individual owns product areas that span the horizontal layers of our platform: data infrastructure, fund analytics, cross-asset reporting, workflow automation, and emerging capabilities such as AI-assisted due diligence and document intelligence. The AVP will operate at the intersection of investment operations, technology, and business strategy, making this an ideal role for a product manager who thrives in a fast-moving, high-complexity environment and can hold multiple stakeholder needs in tension while delivering elegant, scalable solutions.

KEY RESPONSIBILITIES

  • Define and deliver the roadmap for horizontal platform capabilities serving all private markets asset classes – including core data services, cross-fund analytics, workflow automation, and API infrastructure.
  • Lead initiatives in AI/ML-enabled product features, including document extraction (e.g., fund documents, LP agreements, investment memos), NLP-powered search, and intelligent alert systems.
  • Own the investor data model and taxonomy – defining how fund, deal, asset, and investor-level entities relate across the platform and ensuring consistency across reporting modules.
  • Partner with investment operations, middle-office, and technology teams to identify and eliminate high-friction manual workflows through automation and smart product design.
  • Manage integrations with third-party data providers, fund administrators, custodians, and market data platforms to ensure data completeness and latency standards are met.
  • Drive the development of cross-asset portfolio analytics, including exposure analysis, concentration risk, vintage diversification, and performance attribution across fund vintages.
  • Develop and maintain a deep understanding of the competitive landscape, including enterprise vendors, point solutions, and emerging AI-native platforms.
  • Lead agile ceremonies, manage a prioritized backlog, and ensure timely delivery of product increments across engineering squads.
  • Define and own product success metrics; build dashboards to track adoption, data quality, operational efficiency, and business impact.
  • Support the Head of Product and VP-level leadership in strategic planning, OKR development, and cross-functional alignment.

REQUIRED QUALIFICATIONS

  • 8+ years of experience in product management within financial services, fintech, or enterprise software – with meaningful exposure to private markets or asset management.
  • Solid understanding of private markets operations across multiple asset classes, including fund structures, capital deployment workflows, valuation processes, and investor reporting cycles.
  • Demonstrated experience owning platform-level or infrastructure product workstreams with high technical complexity.
  • Familiarity with data architecture concepts: data modeling, ETL pipelines, API design, and event-driven systems.
  • Experience with agile development methodologies; strong proficiency with product management tools (Jira, Confluence, Productboard, or similar).
  • Exceptional analytical, communication, and problem-solving skills.
  • Proven ability to operate autonomously and drive results in a cross-functional environment.
  • Bachelor’s degree required; MBA, CFA, or technical graduate degree preferred.

PREFERRED QUALIFICATIONS

  • Experience building or scaling AI/ML-powered product features – particularly in document processing, NLP, or predictive analytics.
  • Familiarity with private markets technology stack and leading vendor solutions (Allvue, Efront, Dynamo, iLEVEL, Juniper Square, Canoe).
  • Exposure to fund administration workflows, including capital calls, distributions, NAV calculations, and waterfall modeling.
  • Knowledge of data governance, master data management, and financial data quality frameworks.
  • Experience with API-first product design and developer experience (DX) programs.

CORE COMPETENCIES

  • Platform Thinking – able to design scalable, reusable product capabilities that serve multiple business lines and use cases.
  • Technical Acumen – comfortable engaging engineers at a meaningful level on architecture, data modeling, and integration design.
  • Intellectual Curiosity – continuously seeks to deepen understanding of private markets operations and emerging technology trends.
  • Influence Without Authority – builds strong relationships and drives alignment across a matrixed organization.
  • Prioritization Under Ambiguity – comfortable making high-quality decisions with incomplete information in a fast-paced environment.
  • Entrepreneurial Drive – treats the platform as a product to be grown and improved; proactive in identifying opportunities.

Equal Opportunity Employer

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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Posted: March 22nd, 2026