Staff Product Manager, Portfolio Accounting Performance

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 & performance analytics product that powers our entire platform. Our goal is to build an industry defining, fast, scalable accounting & performance engine with full asset class support and global market coverage. We are building from scratch in cutting edge technologies, including AI tools like ChatGPT and CoPilot, in a fast-moving and creative work environment. If that excites you, we invite you to join our innovative 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. Our team is committed to creating a lasting impact on the investment management industry, leveraging AI and leading development practices to bring transformative change.

Key Expectations

• Ability to define security level performance calculations for all asset types.


• 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 Customer Success 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, Portfolio Analytics, Performance Reporting, and Risk Management.


• Prior experience building Portfolio Analytics or Performance Reporting 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 by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry.

Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.

With a growing campus in Reno and offices in New York, Lake Tahoe, 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 The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America’s Best Startup Employers.”

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

The typical starting salary range for new hires in this role is $165,000 - $190,000 . 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.