Senior Product Manager, Portfolio Reporting

📋 Description

• Own the strategic direction and long-term roadmap for Altruist’s portfolio reporting experience.
• Develop a deep understanding of advisors, end clients, and the investment-management workflows they
• Build a quantitative understanding of product efficacy, customer needs, reporting gaps, and demand
• Lead product discovery through user interviews, market research, competitive analysis, and product
• Translate complex financial concepts, calculations, and data workflows into simple, accurate, and
• Partner with Engineering and Design to define, scope, and ship high-impact products that test clear

🎯 Requirements

• 5+ years of product management experience, preferably in financial technology, investment
• Strong financial acumen and a genuine interest in investment concepts, portfolio analysis
• Experience working with financial, market, or portfolio data and communicating quantitative
• A demonstrated understanding of modern product discovery and product delivery practices.
• Familiarity with market-data providers such as Morningstar is a plus.
• Experience working within a regulated industry, with an appreciation for accuracy, auditability

🎁 Benefits

• Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX.
• Competitive total compensation.
• Premium healthcare, dental, and vision insurance plans (HMO and PPO).
• 401k savings plan with a 4% match and immediate vesting.
• 16 week paid parental leave after one year of employment.
• Professional growth and development opportunities including an employee mobility program and an