Data Storyteller – WealthTech Metrics

As our new Metrics Product Specialist you will do

• Create Compelling Investment Metrics: Develop innovative, advanced investment reporting metrics that blend data with storytelling, helping wealth management professionals see the bigger picture through impactful visuals.
• Craft Data-Driven Narratives: Turn complex financial data into clear, engaging stories that connect with users, using your creative eye and design-inspired approach to make reports both insightful and visually engaging.
• Build with Tech & Math Savvy: Work closely with our tech team, utilizing your understanding of both technology and the math behind investment metrics to deliver seamless, high-quality reporting tools.
• Leverage Your Office Superpowers: Use your advanced expertise in Python & Microsoft Office (especially Word, PowerPoint, and VBA) to craft visually impressive and functional reports, presentations, and data displays.
• Champion Wealth Management Insights: Your knowledge of the wealth management industry will guide your creation of metrics that resonate with investment professionals, ensuring relevance and impact.

We anticipate that you have / are

• Minimum 3 years of experience from a data role, reporting, engineering or product. 
• Preferable industry experience from the wealth management industry but also from other financial institutions, funds etc. 
• Methodical and structured in approach, with a focus on driving repeatable results.
• Understanding of Python or a different coding language.
• Strong understanding and eye for design & visuals.

• Ability to think outside the box and introduce innovative ideas to enhance our sales motion.
• Thrive with cultures that values performance and agility.
• Results-driven and ambitious, aiming to exceed target

We can offer :

• A comprehensive compensation package that includes a competitive salary and a generous equity and bonus plan, offering life-changing potential for the right candidate.
• Flat organizational structure to allow optimal focus on what matters most.
• A supportive and collaborative team culture that values independence, growth, innovation, and success.
• The opportunity to have a real impact on the direction and growth of the company.
• Enjoy working flexibly out of our new, central and beautiful offices in Copenhagen, located next to Illum (Kronprinsensgade 2).
• Trust and the reigns to a Grade A product with an excellent team around it.
• The opportunity to work with an egg that is steadily hatching and evolving.

Note: This role is based in our office in Copenhagen. 

If you have any questions about this role, please contact:

Steffen Pedersen
Senior Product Specialist
[email protected]

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 your 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.