Staff Product Manager, Portfolio Accounting



Accounting & Finance, Product
Incline Village, NV, USA · New York, NY, USA · Reno, NV, USA · San Ramon, CA, USA
Posted on Tuesday, July 11, 2023

As a Ridgeline Staff Product Manager on our Portfolio Accounting team, you’ll have the unique opportunity to design and build a world class portfolio accounting product that powers our entire platform. Our goal is to build an industry defining, fast, scalable accounting engine with full asset class support and global market coverage. We are building from scratch in cutting edge technologies in a fast-moving and creative work environment. If that sounds like an exciting challenge, you should apply to join our Portfolio Accounting team.

While guiding our product from design to production, you’ll work directly with Product Strategy, Engineering, and our customers to capture, manage, and prioritize key business requirements, then translate and synthesize those needs for the Engineering team.

Key Expectations

  • 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.
  • Contribute to a collaborative environment deeply rooted in learning, teaching, and transparency.

Desired Skills and Experience

  • 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. It was founded in 2017 by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to address the unique technology challenges of an industry in need of new thinking. We are building a modern platform in the public cloud, purpose-built for the investment management industry to empower business like never before.

Headquartered in Lake Tahoe with offices in Reno, Manhattan, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by LinkedIn as a “Top U.S. Startup,” and by The Software Report as a “Top 100 Software Company.”

Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.

Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.

Compensation and Benefits

[For New York and California Based Only]

The cash compensation amount for this role is targeted at $150,000 - $178,000 for individuals based in New York and California. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.

As an employee at Ridgeline, you’ll have many opportunities for advancement in your career and can make a true impact on the product.

In addition to the base salary, 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. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.