Do you have a passion for optimizing investment workflows through cutting-edge technology? Are you experienced in portfolio construction, trading, or compliance, and ready to deepen your expertise across multiple product areas? Do you thrive in dynamic environments where you can manage complex projects, collaborate across teams, and directly impact the future of investment management solutions? If so, we invite you to join our innovative and fast-growing team at Ridgeline.

In this role, you’ll provide critical support to senior and staff PMs, ensuring smooth operations and improved bandwidth for OMS functions. By rotating across product areas and taking ownership of end-to-end solutions, you will enhance project distribution. This role is designed for a mid-level team member who will develop expertise across product functions, benefiting from mentorship and preparing for a dedicated team placement in 1–3 years. You’ll also utilize cutting-edge tools, including AI technologies like ChatGPT, to streamline processes and enhance decision-making. You’ll be encouraged to think outside the box, bringing your own vision, passion, and insights to drive advancements that impact both our team and the industry. Our team is committed to creating a lasting impact on the investment management industry, leveraging AI and leading development practices to bring transformative change.

What will you do?

• Collaborate closely with senior PMs to grasp product features, ensuring context and knowledge transfer.
• Engage in proactive requirements gathering to confirm comprehensive project specifications.
• Embed within scrum teams to execute the complete product lifecycle, from initial requirements to final release.
• Act as the primary product owner and point of contact, overseeing project progress and addressing cross-functional needs.
• Gather market insights and feedback post-release to inform future feature improvements.
• Provide education and training to senior PMs, enabling continuity and growth in project leadership.
• Think creatively, own problems, seek solutions, and communicate clearly along the way
• Contribute to a collaborative environment rooted in learning, teaching, and transparency

Desired Skills and Experience

• 3-5+ years experience in buy-side trading and compliance technology
• Familiarity with the entire product development lifecycle within agile or scrum teams
• Ability to gather, assess, and document detailed product requirements
• Strong communication and collaboration skills, especially in a cross-functional environment
• Commitment to learning and adaptability across diverse product areas
• Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain
• An aptitude for problem solving
• Serious interest in having fun at work

Bonus:

• Prior experience in investment management or fintech environments
• Exposure to electronic trading systems and compliance tools
• Experience working with real-time data and pricing solutions
• CFA Charterholder

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 

[For New York and California Based Only]

The cash compensation amount for this role is targeted at $135,000-$157,000. 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.

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