Senior Product Manager, Portfolio Reporting

Altruist • San Francisco, CA

1d • Hybrid

About The Position

Altruist is seeking a Senior Product Manager to lead the Portfolio Reporting Experience team. This high-visibility role is responsible for helping advisors and their clients understand portfolio performance, investment outcomes, and the data behind them. The Product Manager will own the product strategy and roadmap for reporting experiences that transform complex financial and market data into clear, trusted, and actionable insights. This involves collaborating across Product, Engineering, Design, Customer Success, Market Data, Compliance, and Product Marketing to enhance the quality of the experience and expand Altruist's value proposition to advisors. The ideal candidate possesses customer empathy, quantitative thinking, financial fluency, and technical depth, and is comfortable navigating ambiguity, learning complex investment concepts, and making thoughtful decisions in a regulated financial environment.

Requirements

• 5+ years of product management experience, preferably in financial technology, investment management, or another data-intensive product environment.
• Strong financial acumen and a genuine interest in investment concepts, portfolio analysis, performance measurement, and reporting standards such as GIPS.
• Experience working with financial, market, or portfolio data and communicating quantitative concepts clearly to different audiences.
• A demonstrated understanding of modern product discovery and product delivery practices.
• Experience working within a regulated industry, with an appreciation for accuracy, auditability, controls, and operational risk.
• 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 track record of effective product development work with measurable results.
• Bachelor's degree or master’s degree with a focus on STEM or quantitative areas of study.

Nice To Haves

• Familiarity with market-data providers such as Morningstar is a plus.
• CFA is a plus.

Responsibilities

• Own the strategic direction and long-term roadmap for Altruist’s portfolio reporting experience.
• Develop a deep understanding of advisors, end clients, and their investment-management workflows.
• Build a quantitative understanding of product efficacy, customer needs, reporting gaps, and demand for new capabilities.
• Lead product discovery through user interviews, market research, competitive analysis, and product analytics.
• Translate complex financial concepts, calculations, and data workflows into simple, accurate, and useful product experiences.
• Partner with Engineering and Design to define, scope, and ship high-impact products.
• Maintain a focused product backlog and help the team maximize the speed, quality, and impact of its work.
• Evaluate reporting requirements, data dependencies, and vendor capabilities, including market-data partnerships and integrations.
• Work with Customer Success, Market Data, Compliance, and other partners to investigate issues, manage risk, and drive durable solutions.
• Collaborate with Product Marketing and PMs across the Investment Product Group to support adoption of reporting and investment products.
• Monitor product health and customer outcomes, using evidence to prioritize roadmap investments and address systemic issues.
• Utilize AI-enabled workflows and rapid prototyping where they improve product discovery, communication, or delivery quality.

Benefits

• 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 annual L&D budget allocation for each employee.
• Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
• Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
• One month work from anywhere policy (with the exception of a few countries).
• Bonus program for eligible roles.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior