Senior Product Manager (Portfolio Reporting)

Join Altruist, a fast-growing financial technology company, as a Senior Product Manager for the Portfolio Reporting Experience team. In this high-visibility role, you will own the product strategy and roadmap for reporting experiences that turn complex financial and market data into clear, actionable insights. You will work across various teams to improve the quality of the experience and expand the value Altruist delivers to advisors. The ideal candidate will have 5+ years of product management experience, strong financial acumen, and exceptional communication skills.

• Own the product strategy and roadmap for reporting experiences that turn complex financial and market data into clear, trusted, actionable insights.
• Lead product discovery through user interviews, market research, competitive analysis, and product analytics to build a quantitative understanding of product efficacy, customer needs, reporting gaps, and demand for new capabilities.
• Collaborate with Engineering and Design to define, scope, and ship high-impact products that test clear hypotheses and improve the customer experience.

• This role is a strong fit for a product leader who combines customer empathy, quantitative thinking, financial fluency, and technical depth
• You should be comfortable working through ambiguity, learning complex investment concepts, and making thoughtful tradeoffs in a regulated financial environment
• Experience working within a regulated industry, with an appreciation for accuracy, auditability, controls, and operational risk
• A track record of effective product development work with measurable results
• Strong financial acumen and a genuine interest in investment concepts, portfolio analysis, performance measurement, and reporting standards such as GIPS
• 5+ years of product management experience, preferably in financial technology, investment management, or another data-intensive product environment
• Deep technical literacy and the ability to engage engineers as peers, challenge assumptions, and understand system tradeoffs
• Exceptional written and verbal communication skills, including the ability to make complex ideas clear and actionable
• A demonstrated understanding of modern product discovery and product delivery practices
• Experience working with financial, market, or portfolio data and communicating quantitative concepts clearly to different audiences
• Familiarity with market-data providers such as Morningstar is a plus
• The ability to balance strategic thinking with hands-on execution in a fast-paced, startup environment
• Bachelor's degree or master’s degree with a focus on STEM or quantitative areas of study. CFA is a plus
• If you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles