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 Product Specialist in Investment Reporting who brings a deep understanding of investment reporting, client needs, and regulatory nuance. You'll combine financial acumen, product thinking, and a strong sense for investor communication to help wealth managers deliver reporting that informs and impresses.
This is not a traditional operation or reporting support role. You’ll shape the actual reporting experience, how it reads and how it aligns with regulatory and cultural expectations across DACH, the Nordics and Benelux regions.
What You'll Own 📈
Lead the Client Reporting Journey
Shape Modular Reporting Frameworks
Define Portfolio Metrics & Insights
Bridge Custom & Scalable
Bring Regional & Regulatory Context
Who You'll work with 🤝
This role sits across the full delivery stack. You'll collaborate with:
What We're looking for 🎯
Financial & Domain Expertise
Technical Comfort
Mindset & Communication
What we can offer you🌱
Impactful role
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.
This job comes with several perks and benefits