Trust and Estate Product Associate

Trust & Estate Product Associate

We are seeking a motivated Associate to join our team, supporting the development of AI processes within the Trusts & Estates Practice. The candidate will work closely with Product Owners, Data Owners, Technology and Front Office teams to drive product development, ensure quality delivery, and support user adoption.

Job responsibilities

• Collaborate with Product and Data Owners to develop, refine, and prioritize requirements based on business needs and stakeholder feedback.
• Assist in developing JIRA stories, acceptance criteria, and supporting documentation to facilitate effective product development and delivery.
• Coordinate with the Technology team to monitor progress on product enhancements, track issues, and ensure timely resolution.
• Support feature testing by creating detailed test plans, executing test cases, and documenting results to ensure product quality and reliability.
• Collect and analyze feedback from front office issuers to identify opportunities for product improvement and increased user satisfaction.
• Assist in providing training and support to front-end users, ensuring effective adoption and utilization of product features.

Required qualifications, capabilities, and skills

• Bachelor’s degree in Data Science, Computer Science, Information Technology, Business Administration or related field.
• 7+ years of experience in data science, product management, business analysis, or related roles (preferably in technology or financial services) 
• Experience in Agile Methodology - Ability to write user stories representing business requirements, and test new products or product enhancements
• Excellent interpersonal skills with the ability to successfully engage and influence a broad range of individuals across businesses lines and key support functions
• Excellent communication and presentation skills as well as strong Microsoft Office skills with proficiency in Excel, Word, Visio, and PowerPoint
• Drive data reporting to Senior Management (recurring and ad-hoc)
• Highly motivated, results-oriented, client and team focused
• Ability to be flexible, follow tight deadlines, organize and prioritize work