Technical Product Owner, Wall Street Office

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• Serve as the go-to WSO expert for credit operations, learning how the team runs deals, facilities, trades, servicing, reconciliation and month-end close in the platform. \n

• Turn business needs into technical and functional specifications that cover data flows, API specs and integration logic, and write epics and user stories for the backlog. \n

• Validate how WSO exchanges data with other systems: test APIs end to end, check data mapping, and confirm errors are handled correctly. \n

• Work with support to resolve cash, position and accrual breaks and servicing events (paydowns, PIK, rate resets, amendments), querying WSO data in SQL to research and validate. \n

• Plan and run upgrade and release testing, including regression and UAT sign-off, and partner with the vendor on issue logging and enhancement testing. \n

• Look after WSO’s links to agent banks, administrators, trustees, pricing vendors and ClearPar, and drive fixes when data quality slips in WSO or downstream. \n

• Map current and future-state processes to surface control gaps and manual work. \n

• Act as the bridge between business and technology teams, and train users with guides and live sessions. \n

• 5+ years of hands-on WSO work on the technology side (configuring, supporting, upgrading or testing it), not only as an end user. \n

• Expert command of WSO setup (deals, facilities, contracts) and its reconciliation and transaction-processing workflows. \n

• 7+ years as an operations or business analyst at an asset manager, hedge fund or comparable firm. \n

• A strong grasp of CLOs, syndicated and private credit loans, revolvers and delayed draws, and the full loan lifecycle through settlement, servicing, reconciliation and month-end close. \n

• Skill at writing precise technical requirements, data mapping documents and integration specs. \n

• Well versed in SDLC practices. \n

• Proficiency in Excel, Word, PowerPoint and Visio or Lucid. \n

• A bachelor’s in computer science, economics, finance or a related field. \n

• Pluses: Geneva or other investment accounting platform experience, including migration work; WSO upgrade or implementation projects; SQL; REST/SOAP API testing and documentation with Swagger, Postman or SoapUI; Power BI.