Product Owner (Austin)
Incedo Inc., Austin, TX, United States
Position : Product Owner
Location : Austin/TX
Duration : Full Time
Job Summary We are seeking an experienced
Product Owner
with a strong background in
Portfolio Accounting and Performance Reporting . The ideal candidate should have hands-on experience with platforms like
Addepar
or
Orion
and a deep understanding of wealth management systems. This role involves working closely with business stakeholders, engineering teams, and clients to deliver high-quality financial products and solutions. Key Responsibilities Act as the
Product Owner
for portfolio accounting and performance reporting solutions. Define and manage the
product backlog , ensuring alignment with business priorities and client needs. Collaborate with stakeholders to gather, analyze, and document
business requirements . Translate requirements into
user stories and acceptance criteria
for development teams. Drive
Agile ceremonies
including sprint planning, backlog grooming, and reviews. Ensure accurate
portfolio accounting workflows , including reconciliation, valuation, and reporting. Oversee development and enhancement of
performance reporting tools
(time-weighted return, IRR, benchmarks, etc.). Work closely with engineering to ensure timely and high-quality delivery. Conduct
UAT (User Acceptance Testing)
and support production releases. Monitor product performance and continuously identify improvement opportunities. Required Skills & Qualifications 5+ years of experience as a
Product Owner / Business Analyst
in financial services. Strong domain knowledge in
Portfolio Accounting and Performance Reporting . Hands-on experience with platforms like
Addepar
or
Orion
(preferred). Understanding of
wealth management, asset management, or investment platforms . Experience working in
Agile/Scrum environments . Strong analytical and problem-solving skills. Excellent communication and stakeholder management abilities.
Best Regards, Deepak Gulia Sr. Talent Acquisition-USA
Job Summary We are seeking an experienced
Product Owner
with a strong background in
Portfolio Accounting and Performance Reporting . The ideal candidate should have hands-on experience with platforms like
Addepar
or
Orion
and a deep understanding of wealth management systems. This role involves working closely with business stakeholders, engineering teams, and clients to deliver high-quality financial products and solutions. Key Responsibilities Act as the
Product Owner
for portfolio accounting and performance reporting solutions. Define and manage the
product backlog , ensuring alignment with business priorities and client needs. Collaborate with stakeholders to gather, analyze, and document
business requirements . Translate requirements into
user stories and acceptance criteria
for development teams. Drive
Agile ceremonies
including sprint planning, backlog grooming, and reviews. Ensure accurate
portfolio accounting workflows , including reconciliation, valuation, and reporting. Oversee development and enhancement of
performance reporting tools
(time-weighted return, IRR, benchmarks, etc.). Work closely with engineering to ensure timely and high-quality delivery. Conduct
UAT (User Acceptance Testing)
and support production releases. Monitor product performance and continuously identify improvement opportunities. Required Skills & Qualifications 5+ years of experience as a
Product Owner / Business Analyst
in financial services. Strong domain knowledge in
Portfolio Accounting and Performance Reporting . Hands-on experience with platforms like
Addepar
or
Orion
(preferred). Understanding of
wealth management, asset management, or investment platforms . Experience working in
Agile/Scrum environments . Strong analytical and problem-solving skills. Excellent communication and stakeholder management abilities.
Best Regards, Deepak Gulia Sr. Talent Acquisition-USA