Product Manager, Performance

Vise is looking for a performance expert and business leader to own and drive the evolution of our performance analytics and investment operations systems. This role requires a strategic thinker with a deep understanding of investment performance and attribution, who can work closely with the Vise Engineering team to ensure our platform meets the highest standards for data accuracy, analytics, and performance reporting. This role is onsite in NYC, in our SoHo office.

What you bring on day one

• 5+ years of relevant work experience and education that demonstrate strength in financial calculations.


• Strong understanding of performance measurement, portfolio attribution, portfolio analytics, and investment operations in equity, fixed income, alternatives, and derivatives.


• 3+ years of working with custodian (or similar) data feeds and portfolio accounting systems


• 3+ years of experience working with engineering teams, ideally within fintech, investment management, or financial technology, to develop and implement data-driven solutions.


• Exceptional communication skills with the ability to translate technical concepts into business impact.

What you will own

• Own the success of performance analytics as a product, continuously iterating based on user feedback and business needs.


• Architect Vise’s investment performance calculations infrastructure and functionality


• Define and document all procedures for daily custodial reconciliation


• Independently create prototypes for all performance-related deliverables and processes


• Partner with Engineering and Investment Operations to define and execute a roadmap that enhances performance reporting, data integrity, and analytics capabilities.


• Drive cross-functional collaboration, ensuring alignment between technical execution and business goals.


• Develop and prioritize requirements to optimize performance measurement, portfolio insights, and investment data workflows.


• Work with engineering teams to scope, implement, and test new tools and features, ensuring scalability and accuracy.

Who you are:

• Detail-oriented and organized: maintains meticulous records, manages information accurately, and ensures that all tasks are completed with a high degree of precision and thoroughness


• Excellent time management skills: balances multiple projects and tight deadlines in a fast-paced environment, effectively prioritizes tasks, and stays focused and productive under pressure


• Strong communicator: writes and speaks clearly and professionally, and actively shares information in a timely manner with relevant audiences


• Eager to learn and solve problems: independently solves problems, displays a positive attitude, and seeks opportunities to learn and grow


• Team player: collaborates effectively

Why join Vise:

• Opportunity to make a significant impact at a hyper-growth fintech start-up


• Competitive salary and equity


• Unlimited PTO and great benefits, including $1 medical insurance


• 401k plan with generous matching and self-directed brokerage account option


• Access to investment management and free financial advice from one of our partner RIA firms


• Paid lunches at our NYC office


• Career growth and development opportunities

Through the internal and market data Vise has collected, we expect the salary range for this position to be $150,000 - $250,000 per year, plus a competitive equity package. Your actual compensation will be determined based on your skills, qualifications, and experience. In addition, Vise offers a wide range of comprehensive and inclusive employee benefits.

About Vise:

Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today's world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios. By harnessing the power of AI, Vise enables financial advisors to create tailored investment strategies that cater to each client's unique financial needs and goals.

Financial advisors are at the heart of this transformation, as their relationships with clients are essential to understanding and meeting each client's unique financial needs. With Vise, advisors can focus on nurturing these relationships instead of spending time building and managing portfolios. Our platform empowers advisors to create institutional-grade, personalized portfolios, automate their management, and explain valuable insights that enhance their expertise and service to clients. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor's behalf; Vise charges an AUM fee for its services.

Our exceptional New York team comprises world-class Ph.D. quants, investment researchers, and engineers with experience at industry-leading firms like Citadel, Blackrock, Stripe, and Stanford. Combining top financial and engineering talent, we pride ourselves on delivering products faster and understanding our customers' needs better than anyone else in the market. Vise has garnered the support of prominent venture capital firms, raising over $130M from Sequoia Capital and Founders Fund, among others.

Vise celebrates and embraces diversity and is committed to building a team that represents a variety of experiences, backgrounds, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, gender identity, gender expression, sexual orientation, non-disqualifying physical or mental disability, national origin, veteran status, or other applicable legally protected characteristics.