Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic

VISHALI PATEL

JERSEY CITY

Summary

Customer focused Product Manager with over 5 years of experience in the financial services industry. Now seeking an opportunity to apply product development expertise to industries more closely aligned with my interests, where I can be more engaged with the day-to-day use of the products I build and contribute to innovation in a user-centered environment. Adept at managing end-to-end product development cycles, from ideation through launch and iteration, with a deep understanding of market needs, user experience, and data-driven decision-making. Passionate about creating impactful products that enhance user experience and solve real-world problems.

Overview

6
6
years of professional experience

Work History

Product Owner

Fidelity
Jersey City
04.2024 - Current
  • Conducted in-depth competitive analysis and customer research to identify key pain points, and drive product decisions that directly addressed customer needs
  • Partnered with design teams to develop intuitive wireframes, ensuring a clear product vision and exceptional user experience
  • Utilized data-driven insights to measure product performance, running queries and analyzing key metrics to inform decision-making
  • Collaborated with cross-functional teams across geographic locations to gather project requirements, prioritize delivery, and ensure successful project outcomes
  • Employed strong written and verbal communication skills to drive successful partnerships and translate technical requirements into actionable tasks

Business Strategy Analyst

Miami International Holdings
Princeton, NJ
04.2023 - 03.2024
  • Enhanced customer experience and increased customer activity by analyzing user behavior data to identify growth opportunities
  • Maintained the roadmap for future product enhancements by conducting market research and prioritizing high-value product features
  • Developed and presented detailed business requirements to cross-functional teams, including engineering, compliance, and marketing, ensuring alignment with overall project goals
  • Identified key performance metrics and created compelling marketing material for external distribution
  • Performed financial modeling to project revenue impacts of functionality enhancements, utilizing insights to inform longer-term strategy
  • Reviewed use case scenarios and collaborated with QA teams to identify and address testing scope gaps

HRIS BUSINESS ANALYST

Millennium Management
New York, NY
02.2021 - 04.2023
  • Drove the development of a centralized compensation management tool, resulting in a 70% reduction in time spent on project coordination
  • Structured user acceptance testing (UAT) feedback sessions, effectively communicating bugs and enhancement requests to development teams to improve project deliverables
  • Collaborated with the Global Head of Talent to engineer processes for implementing a company-wide diversity program, ensuring compliance with privacy requirements throughout the rollout
  • Led the transformation of manager feedback processes, automating reporting and building business intelligence dashboards to enhance transparency and decision-making across teams

BUSINESS ANALYST

UBS Financial Services
Weehawken, NJ
08.2019 - 01.2021
  • Worked closely with the Digital Strategy & Platform team to gather requirements and translate them into functional specifications, use cases, process diagrams, and data flow models
  • Performed in-depth analysis of business requirements to drive UX innovation by facilitating interviews and workshop sessions
  • Partnered with IT, Operations, and Sales leadership to drive and manage the solution development process and ensure the product team understood the direction and vision
  • Created and presented a compelling product roadmap to stakeholders
  • Held weekly QA meetings to clarify project requirements which improved testing cycles and decreased defects

Education

Bachelor of Science - Finance

Stevens Institute of Technology
Hoboken

Skills

  • Jira
  • Tableau
  • Microsoft Visio
  • Power BI
  • Microsoft Office
  • Stakeholder Engagement
  • Data Analysis
  • Competitive analysis
  • Stakeholder alignment
  • Feature prioritization
  • Roadmap development
  • Wireframe design
  • Requirements gathering

Timeline

Product Owner

Fidelity
04.2024 - Current

Business Strategy Analyst

Miami International Holdings
04.2023 - 03.2024

HRIS BUSINESS ANALYST

Millennium Management
02.2021 - 04.2023

BUSINESS ANALYST

UBS Financial Services
08.2019 - 01.2021

Bachelor of Science - Finance

Stevens Institute of Technology
VISHALI PATEL