Technical Product Specialist (Investment Management Scale-Up)

Are you passionate about finance and technology? Ready to roll up your sleeves and make an impact in the fast-evolving fintech space? At Performativ, we’re on a mission to transform the wealth management industry, making it smarter, more efficient, and accessible. 

Join us as our new Markets, Metrics and Reporting Product Specialist and get ready to innovate, build, and shape the future of wealth management!

As our new Metrics Product Specialist your key responsibilities will include 

• Create Compelling Investment Metrics: Collaborating with clients and the developers on the metrics team to create the metrics they need to provide them with the insights they need to manage their business. You will also help ensure that our core metrics are GIPS compliant by improving our test suite.
• Craft Data-Driven Narratives: During client onboardings and upon request, you will collaborate with clients to create stunning custom reports for their specific use case. This means joining client meetings and understanding their needs and then using our reporting service (Python) for data modelling and calculations and downstream of the result create stunning visual reports.
• Implement new data lakes: Leading the implementation of new market data providers by analyzing our client’s needs and making sure that we have the necessary data points for our calculations and client needs. Market data includes, but is not limited to, reference data for any asset class and ESG data.
• Help wealth managers soar to new heights: Joining product demos with potential clients as an expert on the product, being able to explain the more complex functionality and answer technical and very specific questions from prospects during a demo.

In our tech stack you'll find technologies like:

• Languages: TypeScript, Golang, Rust, PHP, Python, AWS CDK - whatever fit for the problem at hand.
• Infrastructure: AWS-based cloud environment with Docker for containerization.
• Workstyle: We follow a Kanban structure and embrace a culture of shipping fast and iterating constantly, keeping our workflow adaptable and responsive to evolving priorities.

We anticipate that you have / are

To excel as a Markets, Metrics, and Reporting Product Specialist, you bring a solid foundation in finance, technology, and client engagement, coupled with a detail-oriented and analytical mindset. 

We are looking for someone who thrives in a fast-paced environment, takes initiative, and approaches challenges with a solution-driven attitude. Key qualifications and skills include, all of which are not required:

Educational Background:

• Bachelor's or Master’s degree in Finance, Economics, Computer Science or a related field.

Financial Expertise:

• Strong understanding of financial concepts, including performance measurement, reporting standards (e.g., GIPS compliance), and market data across various asset classes.
• Experience working with ESG data is a plus.

Technical Skills:

• Proficiency in Python for data modeling, calculations, and testing frameworks.

Professional Experience:

• Experience in a financial or wealth management setting is a plus.
• Hands-on experience working directly with clients to understand needs, deliver solutions, and provide technical support.

Soft Skills and Mindset:

• Exceptional problem-solving skills with an ability to think critically and analytically.
• Detail-oriented and thorough in approach, ensuring accuracy and quality in deliverables.
• Strong communication skills, with the ability to articulate complex concepts to both technical and non-technical stakeholders.

Added Advantage:

• Prior experience with product demonstrations, client onboarding, or sales support.

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).
• From day one handed the reins to a Grade A product with an excellent team technical and commercial team around it. Your new 44 collegaues have joined us from the likes of Goldman Sachs, BlackRock, McKinsey, BCG, Amazon, IBM and many more.
• The opportunity to work with an egg that is steadily hatching and evolving.

Note: This role is based on-site 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.