Staff Portfolio Manager
3 weeks ago
About the Role
We are seeking a highly skilled Staff Portfolio Manager to join our Portfolio Accounting team. As a key member of our team, you will be responsible for designing and building a world-class portfolio accounting product that powers our entire platform.
Key Responsibilities
- Contribute business domain insight and technical expertise to a team where product, strategy, and engineering collaborate closely.
- Be involved in the entire software development process, from requirements gathering and design reviews through implementation.
- Produce detailed functional use-case documents describing challenges along with the background needed for engineers to architect a solution.
- Support our quality assurance team and documentation activities.
- Support our Professional Services team during customer implementations.
- Think creatively, own problems, seek solutions, and communicate clearly along the way.
Requirements
- 5+ years experience in product management or a similar function, with a track record of building and launching new products on a common platform.
- Strong fintech industry knowledge and 3+ years experience in one or more areas: Portfolio Accounting, Trade Order Management, Portfolio Management, Risk Management, Reconciliation.
- Prior experience building Portfolio Accounting software is a plus.
- Finance, Accounting, or similar degree preferred.
- CFA and/or CPA designation is a plus.
- Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain/problem space.
- Engage closely with the engineering and strategy teams to help establish and achieve team goals in an innovative and fast-paced environment.
- Understand customer needs and gather product requirements to develop new products and enhance existing products.
- Excellent organizational and analytical skills, with the ability to take initiative and build strong relationships.
- A self-motivated and strong collaborator, with the ability to manage expectations and conflicting needs.
- An aptitude for problem solving.
- Ability to communicate effectively with colleagues at all levels.
- Serious interest in having fun at work.
About Ridgeline
Ridgeline is the industry cloud platform for investment management. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower businesses like never before.
What We Offer
- 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement.
- We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work.
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