Product Manager – Equities PM Tools & AI Platforms

Overview

As Product Manager for Equities PM Tools & AI Platforms, you translate equity investment needs into actionable specifications and guide AI-enabled tool development. You will oversee AI integrations across PM tools, research platforms, and data environments to support investment workflows. You’ll collaborate with Portfolio Managers and analysts to identify opportunities and prioritize deliverables across business and technical teams. You’ll also lead user training and demos to drive adoption and continuous improvement. This role sits at the intersection of equities technology, portfolio construction, and risk management, shaping tools that power investment decision making.

Responsibilities

• Translate equity investment needs into technical specs for tools supporting the investment lifecycle
• Oversee design and integration of AI solutions into PM tools, research platforms, and data environments
• Build relationships with Portfolio Managers, analysts, and equities management to identify opportunities
• Coordinate and prioritize deliverables across business and technical stakeholders
• Lead user training, product demonstrations, and feedback sessions to drive adoption

Key requirements

• At least five years of experience building and launching tech products for equity investment teams
• Deep understanding of fundamental equity investing and workflows of PMs and analysts
• Experience working with investment professionals to improve investment processes through technology
• Excellent written and verbal communication, able to present to senior leaders and run training sessions
• Strong problem-solving and product judgment with a track record of delivering usable solutions
• Familiarity with generative AI tools and models
• Ability to manage multiple projects across teams and functions

• strong communication
• stakeholder management
• collaboration across cross-functional teams
• AI platforms and models integration
• portfolio management tools for equities
• research platforms and data environments

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