Director of Product Management – Portfolio Monitoring

🕒 May 20

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CEPRES

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2001

💸 Finance

💳 Fintech

☁️ SaaS

💰 Series A on 2017-03

Finance • Fintech • SaaS

CEPRES is the leading private market investment data platform that provides high-quality data and insightful analytics for investment decision-making. It operates a robust network connecting over 15,000 funds, offering accurate data on private equity, venture capital, private credit, real estate, and more. By streamlining portfolio monitoring and enabling data-driven insights, CEPRES empowers investors to navigate volatile markets and achieve better investment outcomes.

📋 Description

• Own the product vision, strategy, and 12-month roadmap for the Portfolio Monitoring product area, aligning with CEPRES’ overall business objectives and market opportunities. • Participate in the annual strategic planning process alongside business unit leadership, bringing market intelligence, competitive analysis, and technology feasibility input so that commercial priorities are defined with full product and market context. • Own systematic market and competitive intelligence as an ongoing function: maintain a structured view of competitor capabilities, market trends, and client needs rather than relying on anecdotal feedback from individual sales conversations, and use this to inform roadmap prioritization and product strategy. • Serve as the primary product voice in client-facing engagements: participate in sales cycles, lead product demonstrations, run discovery workshops, and manage solution scoping for enterprise prospects and existing accounts. • Translate large-scale customization and configuration requests from institutional clients into scalable, repeatable product capabilities that serve the broader market. • Partner with Sales and Customer Success to develop account-specific solution strategies, ensuring product capabilities align with client requirements and contractual commitments. • Oversee multiple agile squads delivering portfolio monitoring features, ensuring coordinated execution, effective cross-team collaboration, and continuous improvement in product delivery. • Champion product positioning and go-to-market strategy by collaborating with Marketing to develop pricing, positioning, and messaging that differentiates CEPRES in the private market’s software space. • Build and manage relationships with strategic partners, data providers, and technology vendors to enhance the product ecosystem. • Mentor and develop the product management team, fostering a culture of client empathy, analytical rigor, and continuous learning. • Monitor product performance, adoption metrics, and client satisfaction to inform strategic decision-making and prioritization.

🎯 Requirements

• 10+ years of experience in product management within B2B enterprise software, with at least 5 years in a customer-facing product role serving large, sophisticated clients. • Direct experience in the private markets, alternative investments, asset management, or financial data/technology sector. • Proven track record of managing products that require significant client-specific customization, configuration, or implementation, while maintaining a scalable product architecture. • Strong B2B sales environment experience: comfortable participating in RFPs, prospect demos, solution scoping, and commercial negotiations alongside Sales teams. • Deep expertise in agile methodologies, strategic roadmap development, and cross-functional team leadership. • Excellent communication skills with the ability to engage credibly with C-level executives, portfolio managers, and operations teams at institutional investors. • Experience with product positioning, GTM strategy development, and driving successful market launches in enterprise software. • In-depth knowledge of portfolio monitoring workflows, including fund accounting, performance measurement (IRR, TVPI, DPI), cash flow management, and investor reporting. • Demonstrated success in mentoring product teams and driving organizational growth. • Ability to document and articulate complex product requirements, user stories, and process improvements clearly and effectively.

🏖️ Benefits

• Career Path in Private Markets • Culture That Drives Ownership • Commitment to Our People • Attractive compensation package that reflects your skills, contributions, and growth potential