Product Manager for Wealth Management Innovation
4 days ago
We are Performativ, a leading provider of wealth management software solutions. Our mission is to empower financial institutions to transform the industry by making it smarter, more efficient, and accessible.
Your Key Responsibilities- Create Custom Investment Solutions: Collaborate with clients and our team of experts to create tailored metrics that meet their specific business needs.
- Develop Data-Driven Strategies: Work closely with clients to craft compelling reports that help them make informed investment decisions.
- Implement Market Data Providers: Lead the implementation of new market data providers, ensuring seamless integration with our platform.
- Expert Product Support: Join product demos as an expert on the product, explaining complex functionality and answering technical questions from prospects.
To excel in this role, you bring a solid foundation in finance, technology, and client engagement, coupled with a detail-oriented and analytical mindset. You thrive in a fast-paced environment, take initiative, and approach challenges with a solution-driven attitude.
Your Qualifications- Bachelor's or Master's degree in Finance, Economics, Computer Science, or a related field.
- Strong understanding of financial concepts, including performance measurement, reporting standards, and market data across various asset classes.
- Experience working with ESG data is a plus.
- Proficiency in Python for data modeling, calculations, and testing frameworks.
- Experience in a financial or wealth management setting is a plus.
- A comprehensive compensation package including a competitive salary and a generous equity plan.
- A flat organizational structure allowing optimal focus on what matters most.
- A supportive and collaborative team culture valuing independence, growth, innovation, and success.
- The opportunity to have a real impact on the direction and growth of the company.
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