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Product Manager – Financial Services / Private Markets

We are seeking an experienced Product Manager with deep Financial Services expertise to lead the development and evolution of products supporting Investment Management and Private Markets. This role requires strong domain knowledge across Private Equity, Private Credit, Investment Operations, and Fund Accounting, combined with hands-on experience in data management, reference data, and system integrations.

The ideal candidate will partner closely with business stakeholders, technology teams, and data teams to define product strategy, translate complex financial workflows into clear requirements, and deliver scalable, high-quality solutions.

Your Impact:

• Own and drive the product roadmap for platforms supporting Investment Management and Private Markets (PE & Private Credit).
• Partner with Investment, Operations, Fund Accounting, and Technology teams to gather requirements and translate business needs into clear product features.
• Lead product discovery and definition across:
• Investment Operations workflows
• Fund accounting and transaction lifecycles
• Market and Security Reference Data
• Data ingestion, enrichment, and distribution
• Define and manage product requirements, user stories, and acceptance criteria for agile delivery teams.
• Ensure accurate data management and data mapping across multiple upstream and downstream systems.
• Collaborate with data and engineering teams on SQL-based analysis, data validation, reconciliation, and issue resolution.
• Oversee integration of reference data (market, security, pricing, counterparty) into core investment and accounting platforms.
• Act as a subject-matter expert on private market transactions, including capital calls, distributions, valuations, and settlements.
• Support regulatory, audit, and reporting needs through strong data governance and product controls.
• Measure product success through KPIs, user feedback, and operational efficiency improvements.

Your Skills & Experience:

• 7+ years of experience as a Product Manager, Product Owner, or Business/Product Analyst within Financial Services.
• Strong hands-on experience in Investment Management and Investment Operations.
• Deep knowledge of Private Markets, including: Private Equity, Private Credit
• Solid understanding of Fund Accounting, transaction processing, and lifecycle events.
• Experience working with Market and Security Reference Data.
• Proven background in data management, including data mapping between multiple systems.
• Strong SQL skills for data analysis, validation, and troubleshooting.
• Experience working in agile delivery environments with technology and data engineering teams.
• Ability to communicate complex financial concepts clearly to both technical and non-technical stakeholders.

Preferred Qualifications

• Experience with private market or investment platforms (e.g., accounting, portfolio management, or data platforms).
• Familiarity with data governance, data quality frameworks, and control processes.
• Experience supporting large-scale system integrations or platform modernization initiatives.
• Background working in asset management firms, asset servicers, or financial technology organizations.

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in international tax at PwC will provide advice and guidance to clients on structuring their global tax positions. Your work will involve analysing international tax laws and regulations to develop strategies that optimise tax efficiency and minimise risks for multinational businesses.

Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC’s reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

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• Lead in line with our values and brand.
  
• Develop new ideas, solutions, and structures; drive thought leadership.
  
• Solve problems by exploring multiple angles and using creativity, encouraging others to do the same.
  
• Balance long-term, short-term, detail-oriented, and big picture thinking.
  
• Make strategic choices and drive change by addressing system-level enablers.
  
• Promote technological advances, creating an environment where people and technology thrive together.
  
• Identify gaps in the market and convert opportunities to success for the Firm.
  
• Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements.
  

As part of the International Tax Services Generalist - CS team you are expected to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director you are expected to set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects, maintaining executive-level client relations. You are crucial in driving business growth, shaping client engagements, and mentoring the future leaders, while upholding PwC's reputation for quality, integrity, and inclusion.

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• Set strategic direction for technology-enabled tax advisory services
  
• Lead business development to drive growth
  
• Oversee multiple impactful projects
  
• Maintain executive-level client relationships
  
• Mentor and develop future leaders
  
• Shape the direction of client engagements
  
• Implement digitization and automation initiatives
  
• Adhere to tax regulations and standards
  

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• Bachelor's Degree in Accounting
  
• A Juris Doctorate (JD), Master of Laws (LLM), or Master's degree in Accounting or Taxation field of study can be considered in lieu of a Bachelor's Degree in Accounting
  
• 6 years of experience
  
• CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
  

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• Corporate and partnership taxation knowledge
  
• Assisting financial services companies with tax impact
  
• Tax structuring of funds and financial assets
  
• Enhancing tax efficiencies of cross-border flows
  
• Developing and sustaining meaningful client relationships
  
• Leading teams to generate vision and direction
  
• Utilizing automation and digitization in tax services
  
• Evaluating and negotiating contracts
  
• Leveraging pricing tools for strategies
  

The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.

For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

Senior Funds Counsel

Location: Salt Lake City, Utah

Company: Growing Financial Services Firm

Overview

A rapidly expanding financial services company is seeking a Senior Funds Counsel to join its Salt Lake City office. This attorney will play a key role in advising on fund formation, structuring, compliance, and ongoing operations. The ideal candidate is a proactive, business‑minded lawyer who can partner closely with internal teams and external stakeholders in a fast‑moving, entrepreneurial environment.

Key Responsibilities

• Provide legal counsel on the formation, structuring, and operation of registered investment funds and mutual funds, including PE, VC, credit, or other alternative vehicles.
• Draft and negotiate fund documents, subscription agreements, side letters, and related investor materials.
• Advise on regulatory matters impacting private funds (e.g., Investment Advisers Act, Investment Company, Act, securities regulations, and relevant state law considerations).
• Support fundraising efforts, investor communications, and compliance initiatives.
• Collaborate with internal business units-including investment teams, operations, and compliance-to address legal issues and ensure best practices across the funds platform.
• Manage external counsel relationships efficiently and strategically.

Qualifications

• J.D. from an accredited law school; admitted to practice in at least one U.S. jurisdiction.
• Minimum of 3 years of legal experience focused on registered funds or mutual funds (law firm, in‑house, or a combination).
• Strong understanding of private fund structures, offering documents, and regulatory frameworks.
• Excellent communication, negotiation, and drafting skills.
• Ability to operate with autonomy, sound judgment, and a practical approach to risk.
• Interest in working within a collaborative, high‑growth environment.

Why Join

• Opportunity to have a meaningful impact within a growing financial services platform.
• Broad exposure to sophisticated fund strategies and an entrepreneurial leadership team.
• Competitive compensation and benefits, with strong long‑term growth potential.

At TransUnion, we have a welcoming and energetic environment that encourages collaboration and innovation. We are consistently exploring new technologies and tools to be agile. This environment gives our people the opportunity to hone current skills and build new capabilities, while discovering their genius. Be a part of our team you will collaborate with great people, pioneering products, and cutting-edge technology.

The Financial Services Consulting team at TransUnion is an industry recognized, client-facing department that rewards an entrepreneurial spirit. We have deep technical expertise and an established reputation as an analytic solutions provider in the Financial Services industry. We have a wealth of data and industry experience within our large group of highly-trained analysts, statisticians, engineers, and economists. We also have a modern computing environment based on best-in-class \"big data\" technologies and the freedom to explore new data sources and statistical and machine learning methodologies. All of these resources will enable you to help us deliver next-generation analytic solutions for our customers.

This position is responsible for developing credit risk management and business intelligence analytic solutions through consulting engagements and research serving TransUnion's clients. This position requires an understanding of US consumer lending and credit risk management practices.

• You will partner with internal and external cross-functional teams to drive new business initiatives and deliver long-term value-added product propositions for customers in the US financial services segment at TransUnion. This includes but is not limited to the development of predictive risk management and business intelligence solutions for Fintechs, credit card issuers, collections agencies, and retail banks.
• You will lead analytic client engagements involving descriptive, predictive, and prescriptive analysis through the consumer lending portfolio lifecycle, leveraging a variety of techniques (e.g., segmentation, logistic regression, gradient boosted trees, survival analysis, principal component analysis, scenario and sensitivity analysis).
• You will design and write programs for data extraction, segmentation and statistical analysis on large population datasets using languages such as R, Python, and SQL.
• You will deliver analytic insights and recommendations in succinct and compelling presentations for internal and external customers and an executive audience.
• You will develop project proposals, sales presentations, and promotional collateral to enable the adoption of integrated customer solutions supported by TransUnion.
• You will identify strategies and opportunities for customers to test and adopt TransUnion's analytic products and services.
• You will provide mentorship and training to junior colleagues and maintain progress on all initiatives under limited direct supervision.
• You will foster a high performance culture and cultivate an environment that promotes excellence and reflects the TransUnion brand.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act.

Adherence to company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the company's reputation are also essential expectations of this position. This is a hybrid position and involves regular performance of job responsibilities virtually as well as in-person at an assigned TU office location for a minimum of two days a week.

TransUnion provides flexible benefits including flexible time off for exempt associates, paid time off for non-exempt associates, up to 12 paid holidays per year, health benefits (including medical, dental, and vision plan options and health spending accounts), mental health support, disability benefits, up to 12 weeks of paid parental leave, adoption assistance, fertility planning coverage, legal benefits, long-term care insurance, commuter benefits, tuition reimbursement, charity gift matching, employee stock purchase plan, 401(k) retirement savings with employer match, and access to TransUnion's Employee Resource Groups. Spousal, domestic partner, and other eligible dependent coverage is available on select health and welfare plans.

We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law. Additionally, in accordance with Section 503 of the Rehabilitation Act of 1973 and the Vietnam Era Veterans' Readjustment Assistance Act of 1974, TransUnion takes affirmative action to employ and advance in employment qualified individuals with a disability and protected veterans in all levels of employment and develops annual affirmative action plans. Components of TransUnion's Affirmative Action Program for individuals with disabilities and protected veterans are available for review to any associate or applicant for employment upon request by contacting .

The U.S. base salary range for this position is $67,500.00 - $112,500 annually. The salary range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional factors such as (but not limited to) an individual's education, training, work experience, job-related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations. Regular, fulltime non-sales positions may be eligible to participate in TransUnion's annual bonus plan. Certain positions may be also eligible for long-term incentives and other payments based on applicable company guidance and plan documents.

Location: Anywhere in country.

At EY, we're all in to shape your future with confidence.

We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!

Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.

The opportunity

EY's FSO EDGE Real Estate, Hospitality and Construction (RHC) practice provides comprehensive and specialized tax assistance tailored to the unique needs of our clients. You will work alongside our practice office professionals who are knowledgeable and experienced in a wide range of tax areas, processes, and compliance.

Your key responsibilities

A Services Manager in FSO EDGE RHC will be responsible for delivering and managing tax compliance and consulting work for clients. The objective is to recognize and identify problem areas and items that need to be addressed or escalated to ensure partnership taxation, REITs taxation and qualification, partnership allocations, and tax compliance are timely and accurately completed. You will work alongside practice office professional serving clients, based on their time demands, as one team.

Responsibilities include

• Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution
• Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables
• Ability to lead projects and work independently, with guidance in only the most complex situations
• Incumbent has specialized depth and/or breadth of expertise
• Support effective long-term client relationships by demonstrating your knowledge of the real estate, hospitality, and construction industry. communications with client tax liaisons, client administration teams, and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting
• Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics
• Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors.
• Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations
• Provide effective leadership, formal and informal feedback, and coaching to team members

Skills and attributes for success

• Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed
• Experience presenting in client conversations regarding complex or difficult topics
• Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations
• Ability to manage multiple work assignments, team members and deadlines simultaneously

To qualify for the role you must have

• Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
• Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry
• Broad exposure to real estate tax technical and transaction skills, including partnership taxation, REITs taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring
• Experience managing budgets, people, and projects
• Excellent teaming, leadership, organizational, and verbal/written communication skills
• Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney

What we look for

We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.

At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.

We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year.

Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis.

Our client, an AmLaw 100 firm, is seeking a mid-level associate attorney to join its Financial Services and Securities Enforcement Department. This role offers the opportunity to work within a nationally recognized litigation practice representing financial institutions, public companies, and accounting firms in complex financial services disputes and regulatory matters.

The Associate will support a broad range of sophisticated litigation matters involving securities disputes, lender liability claims, regulatory investigations, loan workouts, foreclosures, class actions, and credit card-related litigation. Responsibilities include conducting legal research, drafting pleadings and motions, assisting with discovery and depositions, and supporting case strategy in complex commercial disputes. The role may also involve representing accounting firms and public companies in matters related to financial reporting, accounting disclosures, and tax-related issues, as well as defending shareholder suits, SEC and PCAOB enforcement actions, and disputes arising from private equity transactions. The ideal candidate will demonstrate strong analytical, writing, and litigation skills, along with the ability to work collaboratively within a fast-paced practice that leverages advanced technology platforms to enhance legal research and drafting.

REQUIRED: Juris Doctor from an accredited law school; 3–5 years of litigation experience at a top law firm; experience representing accounting firms or public companies in financial reporting or regulatory matters preferred; experience with shareholder litigation, SEC or PCAOB enforcement actions, or disputes arising from private equity transactions; strong academic credentials; excellent research, writing, and oral advocacy skills; and active Georgia Bar admission.

TO APPLY: Please submit a resume, cover letter, and academic transcripts to

Financial Services Consultant - Life Insurance / Annuity

Location: Atlanta, Georgia (Onsite)

Job summary

This role requires deep expertise in financial services processes and insurance operations, with a strong ability to analyze requirements, design effective solutions, and ensure accurate and compliant execution. The position leverages broad business acumen within the life insurance and annuities space, applying knowledge of financial controls and operational drivers to recommend improvements, optimize workflows, and support strategic objectives.

A core aspect of the role includes building strong, trust‐based relationships with clients and internal stakeholders. Success in this role depends on understanding needs, anticipating challenges, and delivering high‐quality, timely solutions with professionalism, clarity, and responsiveness.

The role focuses on implementing and optimizing business process management (BPM) solutions within the Financial Services industry. It involves collaborating with cross‐functional teams to gather and analyze business requirements, recommend best practices, and drive process efficiency across multiple insurance product lines. Key responsibilities include leading end‐to‐end process setup, documentation, implementation, and acceptance testing for functions such as cash management, policy accounting, suspense processing, financial transactions, reconciliations, disbursements, and premium processing.

The position also includes developing and delivering comprehensive training for both internal teams and external clients, ensuring smooth adoption of updated workflows. It leverages strong financial services expertise—particularly in life insurance and annuities systems—to maintain robust financial controls and support operational excellence.

Additionally, the role contributes to continuous improvement initiatives, regulatory compliance efforts, SOP updates, and overall process alignment with industry standards. Consistent involvement in client projects and work orders ensures timely, high‐quality delivery supported by deep subject‐matter knowledge and strong execution skills.

Qualifications

Basic:

• Bachelor's Degree or foreign equivalent required from an accredited institution.
• Minimum 9 years of experience related to the job description.

Preferred:

• Strong expertise in insurance and financial services, with hands‐on experience in Life Insurance and Annuities
• ALMI and FLMI certifications from LOMA are preferred.
• Comprehensive knowledge of relevant insurance administration platforms and supporting systems.
• Proven experience leading Financial Services operations and/or managing client implementations.
• Demonstrated strength in client management and people management

Note: Applicants for employment in the U.S. must possess work authorization which does not require sponsorship by the employer for a visa (H1B or otherwise).

Who We Are

Infosys BPM Limited, a wholly owned subsidiary of Infosys Limited (NYSE: INFY), provides end-to-end transformative business process management (BPM) services for its clients across the globe. The company's integrated IT and BPM solutions approach enables it to unlock business value across industries and service lines, and address business challenges for its clients. Utilizing innovative business excellence frameworks, ongoing productivity improvements, process reengineering, automation, and cutting-edge technology platforms, Infosys BPM enables its clients to achieve their cost reduction objectives, improve process efficiencies, enhance effectiveness, and deliver superior customer experience.

Infosys BPM has 38 delivery centers in 13 countries spread across 5 continents, with 60,966 employees from 104 nationalities, as of September, 2025.

The company has been consistently ranked among the leading BPM companies globally and has received over 60 awards and recognitions in the last 5 years, from key industry bodies and associations like the Outsourcing Center, SSON, and GSA, among others. Infosys BPM also has very robust people practices, as substantiated by the various HR-specific awards it has won over the years. The company has consistently been ranked among the top employers of choice, on the basis of its industry leading HR best practices. The company's senior leaders contribute widely to industry forums as BPM strategists.

EOE/Minority/Female/Veteran/Disabled/Sexual Orientation/Gender Identity/National Origin

Infosys is an equal opportunity employer, and all qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, spouse of protected veteran, or disability.

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• 401(k) matching
  
• Bonus based on performance
  
• Opportunity for advancement
  
• Paid time off
  
• Training & development
  

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• Develop and maintain customer relationships in insurance and financial services.
  
• Consult customers with comprehensive financial planning and insurance options.
  
• Assist customers with retirement planning, investment management, and insurance needs.
  
• Stay current with market trends and product offerings.
  

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• 1+ years of experience in sales or customer service.
  
• Self-driven
  
• Communication and interpersonal skills.
  
• Licenses in insurance preferred.