About the role
The Portfolio Reporting Experience team builds tools that help advisors and their clients understand investment performance. The product manager defines the strategy and roadmap for these reporting experiences, translating complex data into clear insights.
Our summary of the posting; the original is on the Altruist careers page.
What the posting requires
- Required
- Product discovery
- Technical literacy
- Product delivery
- Financial acumen
- Investment concepts
- Regulated industry
- Accuracy
- Startup environment
- Portfolio analysis
- Preferred
- Market data providers
- Morningstar
- Financial technology
- Investment management
- CFA
These tags are our reading of the posting. They can miss something; the original posting is the reference.