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LSEG (London Stock Exchange Group)

Portfolio Management Workflows, Senior Product Manager

Reposted 4 Days Ago
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In-Office
London, Greater London, England
Senior level
In-Office
London, Greater London, England
Senior level
Responsible for delivering the end-to-end buy-side workflow strategy, ensuring a unified investment lifecycle and leveraging data insights for product development.
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The Portfolio Management Workflows role is responsible for delivering and evangelising the end‑to‑end buy‑side workflow strategy across LSEG’s Investment Management & Execution Services (IMES), spanning Portfolio Analytics suite, AlphaDesk, REDI on Workspace, and TORA.
This role plays a central part in unifying the investment lifecycle—from research and portfolio construction through order management, execution, oversight, and reporting—into a single, coherent workflow narrative that is compelling to both internal stakeholders and clients.

The role is deeply product‑led, grounded in data‑driven decision‑making, market insight, customer telemetry, sales performance analysis, and continuous discovery.
It also requires strong subject‑matter expertise in buy‑side portfolio workflows and the ability to work cross‑functionally with Product, Engineering, Sales (SAM), Implementation, and Client Success teams.

Key Responsibilities

1. Strategy & Product‑Led Ownership

  • Drive the strategy for Portfolio Management Workflows across IMES, ensuring alignment with IMES strategic priorities and enterprise‑wide workflow initiatives. 
  • Develop and articulate the end‑to‑end buy‑side workflow vision, connecting Portfolio Analytics, AlphaDesk, REDI on Workspace, and TORA into a unified client value proposition. 
  • Drive a discovery‑led roadmap process—framing problems, defining outcomes, quantifying impact, and ensuring work aligns to measurable value pools and IMES growth goals.

2. Market Intelligence & Competitive Positioning

  • Continuously monitor market, regulatory, and industry trends affecting buy‑side workflows, portfolio analytics, OMS, and execution management. 
  • Benchmark competitor offerings across the lifecycle (idea generation → portfolio construction → order management → execution → oversight) and identify gaps and opportunities for IMES differentiation.

3. Data‑Driven Insights & Telemetry

  • Own the analysis and interpretation of IMES product telemetry (usage, adoption, retention, feature utilization, workflow penetration) across Portfolio Analytics, AlphaDesk, REDI, and TORA. 
  • Partner with Finance and SAM leadership to track sales performance data, including gross and net sales, renewals, churn, wallet share, and cross‑sell effectiveness.
  • Use data insights to inform product prioritisation, identify high‑impact interventions, and continuously refine workflow success metrics.

4. Voice of Customer, Feedback Collation & Discovery

  • Establish a structured feedback pipeline from clients, SAM, CSM, Implementation, and Product Specialists to identify workflow pain points and unmet needs. 
  • Consolidate insights from pilots, beta programs, and strategic accounts to surface emerging workflow trends and influence product direction.

5. Workflow Storytelling & Commercial Enablement

  • Champion and “sell the story” of LSEG’s unified buy‑side workflow to SAM, strategic clients, and partners—positioning IMES as the natural end‑to‑end solution for Portfolio Managers, Risk teams, Traders, and CIOs. 
  • Produce clear workflow narratives, sales enablement materials, and client‑facing content that demonstrate how Portfolio Analytics, AlphaDesk, TORA, and REDI work together seamlessly.
  • Coach SAM on workflow‑based selling rather than feature‑based selling.

6. Implementation Excellence & Client Consultancy

  • Work with Implementation teams to ensure consultants and engineers are fully trained on end‑to‑end workflow capabilities, integration paths, and soft‑selling techniques. 
  • Ensure Implementation teams can articulate the workflow vision, identify cross‑module upsell opportunities, and support client onboarding with an advisory mindset.

7. Product Development Partnership

  • Help clarify workflow requirements and ensure cross‑product consistency across PA, AlphaDesk, REDI, and TORA.
  • Serve as a subject‑matter expert (SME) on buy‑side portfolio workflows, supporting Product Managers with:
    • backlog definition,
    • product grooming sessions,
    • sprint planning inputs, and
    • JIRA requirement shaping.
  • Continue to assist IM and OEMS Product leads to identify and progress areas of consolidation and integration, especially between Portfolio Analytics and OEMS applications.

8. Cross‑Functional Leadership and collaboration

  • Build strong relationships with leaders across Product, Engineering, Design, Implementation, SAM, Finance, Market Intelligence, and Strategy.
  • Act as the workflow “glue” ensuring cross‑product coherence, shared KPIs, and aligned execution across all IMES pillars.

Skills & Experience

Essential

  • Deep subject‑matter expertise in Portfolio Analytics, Portfolio Management Systems, Order/Execution Management, and buy‑side investment workflows.
  • Strong understanding of front‑to‑back investment lifecycle workflows.
  • Proven experience in product‑led organisations with data‑driven prioritisation and customer discovery discipline.
  • Demonstrated ability to synthesise market insights, telemetry, and qualitative feedback into strategic direction.
  • Experience working with SAM, strategic clients, and implementation teams in a consultative capacity.
  • Ability to frame and communicate compelling workflow narratives for commercial and product audiences.
  • Ability to speak multiple languages including fluency in English and preferably one of t he following; Japanese, French, Mandarin.Cantonese

Desirable

  • Knowledge of AlphaDesk, TORA, REDI on Workspace, and Portfolio Analytics product sets.
  • Background in buy‑side product management, portfolio management, trading technology, or workflow design.
  • Familiarity with Agile practices (sprint planning, backlog grooming, JIRA).
  • Prior leadership of cross‑functional workflow initiatives.
  • European languages such as Spanish, French, German, Russian or Italian

Behaviours & Competencies

  • Product‑Led Mindset: Anchors decisions in user problems, telemetry, and measurable value.
  • Strategic Thinking: Connects workflow capability gaps to commercial outcomes and market needs.
  • Influential Storytelling: Able to unify internal stakeholders and clients around a compelling workflow vision.
  • Collaboration: Works seamlessly across multiple product and business lines.
  • Execution Focus: Balances long‑term vision with near‑term deliverables.
  • Client‑Centricity: Deep empathy for PM, trader, and analyst workflows.

Career Stage:

Manager

London Stock Exchange Group (LSEG) Information:

Join us and be part of a team that values innovation, quality, and continuous improvement. If you're ready to take your career to the next level and make a significant impact, we'd love to hear from you.

LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth.

Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership, Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions.

Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce.

We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone’s race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.

You will be part of a collaborative and creative culture where we encourage new ideas. We are committed to sustainability across our global business and we are proud to partner with our customers to help them meet their sustainability objectives. Our charity, the LSEG Foundation provides charitable grants to community groups that help people access economic opportunities and build a secure future with financial independence. Colleagues can get involved through fundraising and volunteering.

LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.

Please take a moment to read this privacy notice carefully, as it describes what personal information London Stock Exchange Group (LSEG) (we) may hold about you, what it’s used for, and how it’s obtained, your rights and how to contact us as a data subject.

If you are submitting as a Recruitment Agency Partner, it is essential and your responsibility to ensure that candidates applying to LSEG are aware of this privacy notice.

Top Skills

Alphadesk
Portfolio Analytics
Redi On Workspace
Tora
HQ

LSEG (London Stock Exchange Group) London, England Office

10 Paternoster Square, London, United Kingdom, EC4M 7DX,

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