Product Strategy Lead, Portfolio Innovation

At TriEdge Investments, we build world-class technology to drive value creation across a portfolio of 30+ companies. Our approach is deliberate and staged: we start by delivering bespoke solutions that unlock performance and move EBITDA; we then scale those wins through platform tools that can be deployed across the portfolio; ultimately, we’re building an intelligent platform that redefines how private equity enables value creation at scale.

As a Product Strategy Lead, Portfolio Innovation, you’ll sit at the intersection of business, operations, and technology. You’ll work directly with portfolio company operators to uncover pain points, frame business problems, and translate them into clear, actionable product goals. You’ll not only help design the right solution, but also guide operators through implementation planning, change management, and post-go-live adoption—ensuring the technology truly delivers impact on the ground.

This role combines the structured problem-solving of a business consultant with the execution discipline of a product manager. You’ll diagnose business challenges, define and prioritize solution requirements, and partner with engineers and designers to build technology that delivers measurable value. Success requires analytical rigor, strong communication, and the ability to translate between business strategy and product execution.

What You’ll Do

• Partner with portfolio company operators and executives to diagnose business challenges, workflows, and inefficiencies

• Lead structured discovery sessions, workshops, and interviews to define requirements and success metrics

• Translate business needs into detailed functional and technical requirements, user stories, and acceptance criteria for engineering teams

• Develop business cases, transformation roadmaps, and implementation plans for digital initiatives

• Prioritize feature development in collaboration with product and engineering leads to align delivery with business outcomes

• Advise operators on process redesign, automation opportunities, and technology adoption strategies

• Support implementation execution—including training, change management, and adoption planning

• Provide go-live and post-go-live support, ensuring solutions deliver measurable impact

• Deliver clear, compelling presentations and executive briefings to communicate findings, recommendations, and results

• Serve as a trusted advisor to portfolio company leaders, bridging strategy and execution

About You

• 6+ years of experience

  • Consulting background: 3+ years of experience in top-tier management consulting (McKinsey, Bain, BCG, or equivalent), digital transformation consulting, or a hybrid of consulting and high-growth tech/PE environments.

  • Product management background: 3+ years of Product Management experience as well.

• Product Mindset: Experience defining product requirements, writing user stories, and partnering with engineers to deliver solutions; familiarity with agile or iterative development processes

• Problem Solving: Strong ability to structure ambiguous problems, design hypotheses, and synthesize insights into clear recommendations

• Business Analysis: Proven experience translating business challenges into structured requirements and technical solutions

• Analytical Skills: Advanced data analysis capabilities (Excel, SQL, BI tools) with ability to draw actionable insights from complex data

• Communication: Excellent written and verbal communication skills, including C-suite-level presentation experience

• Execution: Comfortable owning initiatives from discovery through post-implementation, with strong attention to detail and accountability

• Leadership: Ability to influence and guide operators, engineers, and executives in high-stakes, fast-paced environments

• Collaboration: Adept at bridging the gap between business strategy and technical delivery

• Mindset: Bias toward action and ownership-you don’t just diagnose problems; you help design, build, and scale the solutions

Why Join TriEdge Investments

• Apply consulting skills to real operating companies, driving measurable EBITDA and operational impact

• Be a trusted advisor to portfolio operators, shaping strategy and execution from day one

• Work on digital transformation initiatives across multiple industries including healthcare, logistics, and financial services

• Drive adoption of AI, automation, and next-generation platforms in real businesses—not just theory or slide decks

• Gain exposure to a wide range of business models and executive teams across the private equity portfolio

• Build alongside a team that values clarity, speed, reuse, humility, and ownership

Location

TriEdge Investments is headquartered in New York's Hudson Yards. We've designed our workplace to foster the collaboration and spontaneous interactions that drive innovation. Our team works in-office, with flexibility to work remotely when needed.

What We Offer

Pay TransparencyThe annual base salary range for this position is $175,000–$215,000. Actual compensation offered may vary from the posted hiring range based on experience and skill level, among other factors. This role is also eligible for a discretionary fund performance bonus.

Benefits

• $0 deductible and 100% employee-covered health, vision, and dental insurance

• 401(k) matching program of 50% up to 6% of annual salary

• Unlimited PTO

• Beautiful custom-built office in NYC with daily lunch

Please note: We are proud to be an equal opportunity employer, and we are committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, ethnicity, sex, age, national origin, citizenship status, disability, marital status, partnership status, sexual orientation, gender identity and expression, military or veteran status, or any other characteristic protected by federal, state or local law.