Technical Product Specialist in Investment Reporting
Technical Product Specialist in Investment Reporting
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Job Description
At Performativ were building the infrastructure that powers modern wealth management to be modular scalable and uncompromisingly client-first. Reporting is a critical piece of the story. Its how we build trust with our clients convey insight and lead smarter conversations.
Were hiring a Technical Product Specialist in Investment Reporting focused on reporting - someone with strong analytical chops hands-on data fluency and financial literacy. Youll help define validate and scale the portfolio metrics that power next-gen investment reporting.
Youll work across data product and client teams to ensure our reporting infrastructure is clean accurate and flexible - from the SQL that powers it to the APIs that deliver it.
What Youll Own
Validate & Debug Reporting Logic
- Work hands-on with SQL Python and Excel plug-ins to trace performance and portfolio metrics.
- Build tools scripts and test cases to catch issues early and verify edge cases.
Shape Internal Reporting Infrastructure
- Partner with product and engineering to define how metrics like IRR TWR attribution drawdowns or fees are calculated and exposed.
- Ensure our APIs internal models and external outputs stay consistent and reliable.
Prototype New Metrics & Views
- Experiment with new visualizations analytics and report logic based on client needs.
- Support integration of ESG scoring SFDR views fee overlays liquidity dashboards etc.
Support Scalable Reporting Design
- Help abstract bespoke asks into reusable components.
- Act as the technical glue between reporting design and client delivery.
Collaborate Across Teams
- Align with client-facing teams to understand use cases and local norms.
- Work with data teams to improve data quality traceability and reconciliation tooling.
Who Youll work with
Youll be deep in the engine room of Performativs reporting stack collaborating with:
Engineering & Data - to shape APIs and internal tooling
Product & Design - to define how reporting feels and functions
Client Success & Solutions - to understand client needs and workflows
Clients - especially CIOs and data-savvy portfolio teams
What Were looking for
Technical Fluency
- Strong SQL skills - comfortable joining filtering and debugging across performance datasets.
- Proficient in Python for scripting validation or data inspection.
- Familiar with APIs Excel plug-ins and common BI/reporting architectures.
- Bonus: Power BI Looker or similar stack experience.
Finance Fluency
- Strong grounding in financial math investment logic and performance attribution.
- CFA Level I CIPM or equivalent preferred.
- Experience working in product-facing roles in wealth/asset management fund admin or data analytics.
Mindset & Communication
- Practical communicator - able to translate business needs into product requirements.
- Curious detail-oriented and excited by ambiguity.
- Balances robustness with speed in data systems.
What we can offer you
Impactful role
- Product Impact
Youll help shape a critical vertical inside Performativ - reporting as a first-class product not a back-office function. - Technical Growth
Perfect for candidates looking to grow toward product analytics reporting platform ownership or data architecture roles. - Finance-Forward but Builder-Led
Operate at the intersection of modern product development and serious financial credibility.
Dynamic Environment: Join a fast-growing fintech scaleup supported by top-tier VCs.
Collaborative Team: Work with intelligent passionate and driven professionals.
Attractive Compensation: Competitive salary package
Join a Team of Fintech heroes!
Performativ is making waves in the wealth management ecosystem and is changing the way investment advisors and financial institutions do business around the world. Working at Performativ means working at a fast-paced tech scaleup with intelligent people who are passionate about their work. We are on a scaling journey beyond all metrics and expectations - and cant wait to have you join us in making a real impact.
We are funded by some of the leading VC funds in the world and expectations are set to be established as a European market leader in a record amount of time.
You can read more about our product at
We value passion
At Performativ we are builders first. We are passionate with ambitious goals and value the time and effort people put into their work. You will be part of the family from day one and responsible for making your mark and driving forward your vision. Autonomous work is embedded in our culture and we are committed to ensure you have all the tools and support you need while acknowledging the importance of flexibility.
Employment Type
Full Time
