Technical Product Specialist in Investment Reporting

At Performativ, we’re building the infrastructure that powers modern wealth management to be modular, scalable, and uncompromisingly client-first. Reporting is a critical piece of the story. It’s how we build trust with our clients, convey insight, and lead smarter conversations.

We’re hiring a Technical Product Specialist in Investment Reporting focused on reporting - someone with strong analytical chops, hands-on data fluency, and financial literacy. You'll help define, validate, and scale the portfolio metrics that power next-gen investment reporting.

You’ll 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 You'll 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 You'll work with

You’ll be deep in the engine room of Performativ’s 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 We're 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
• You’ll 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 can't 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 performativ.com

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.