Responsibilities
* Act as the day-to-day liaison between the Group Product Manager and the product development, UX design, and business teams.
* Maintain the kanban board, facilitate daily huddles, and manage backlog prioritisation.
* Assist with documenting user stories and requirements, ensuring alignment of design and development teams with desired product outcomes as set by the Group Product Manager.
* Assist with conducting user research and analyse feedback via tools like Dovetail and Productboard.
* Lead coordination of pilot and beta programs, gather feedback and behavioural usage analytics data, contributing to product roadmap decisions and success metrics.
* Provide creative input on UX and visual design to ensure an intuitive and engaging user experience.
* Support internal teams with troubleshooting portfolio data issues, including corporate actions, security pricing, and performance calculations to ensure accurate reporting.
* Work with Sales and Marketing to position Engage releases effectively in the market and assist with client presentations.
* Drive release communication, knowledge sharing, and operational handovers.
* Explore AI-driven solutions for efficient internal and customer-facing support guide documentation.
* Undertake self-education on the HUB24 product suite and contribute to the Engage integration from data architecture and user experience perspectives.
Requirements
* 10+ years of experience in Financial Services & Technology, with expertise in portfolio analysis, reporting, and designing digital experiences.
* Extensive experience working with advisers, accountants, and clients to understand reporting needs and workflows.
* Ability to break down complex problems, identify high-value opportunities, and prioritise solutions in a logical, strategic sequence.
* Skilled in documenting user stories and collaborating with development teams to translate requirements into actionable work.
* Strong understanding of investment data, including corporate actions, security pricing, income processing, and reconciliations.
* Proficiency in performance calculation methodologies and the impact of data integrity on accurate portfolio reporting.
* Passionate about UX design with a creative mindset for visual design and user interface improvements.
* Excellent communicator with influencing skills across business and technology teams.
* High attention to detail and ability to prioritise multiple pieces of work effectively.
* Experience with APIs, databases, and technical troubleshooting is a plus.
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