Product Manager, Reporting

Equiforte; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

Equiforte, based in Boston, seeks a Product Manager for Reporting to own the roadmap for its core reporting capabilities. You will translate client needs into precise specifications for LP letters, quarterly close work streams, valuation documents, audit packages, and regulatory filings.

You will conduct rigorous discovery with CFOs and fund finance professionals, write clear user stories, and define success metrics.

Qualifications

• 5+ years of product management, fintech/financial services/enterprise SaaS favored.
• Rigorous customer discovery to translate insights into product specs.
• Experience shipping complex data-heavy products with strong quality standards.
• Comfort in a technical environment: data models, API contracts, architecture discussions.
• Excellent written communication: PRDs, user stories, and product decisions.
• Proven ability to build relationships with clients and engineering teams.

Responsibilities

• Own the product roadmap for Equiforte's reporting capabilities (LP letters, quarterly close workflows, valuation docs, audit packs, regulatory filings).
• Conduct discovery with CFOs, controllers, and fund finance professionals to map reporting workflows and pain points.
• Write detailed product specs and user stories to guide engineering execution.
• Define and track success metrics for reporting features (accuracy, turnaround, adoption).
• Collaborate with ML Engineering to set AI content accuracy requirements and evaluation frameworks.
• Represent the reporting product in cross-functional planning and balance client urgency with capacity.
• Maintain awareness of the competitive landscape in private capital reporting and fund administration.

Skills

Product roadmapping

Customer discovery

Data-intensive products

Technical communication

Stakeholder management

Job description

About The Role

As Product Manager for Reporting at Equiforte, you will own the product roadmap for our core reporting capabilities — the workflows that take raw portfolio data and transform it into the quarterly LP letters, board packages, valuation work papers, and regulatory filings that define a private capital firm's relationship with its investors and auditors.

Product | Boston | Full-time

What You'll Do

• Own the product roadmap for Equiforte's reporting capabilities — LP letters, quarterly close workflows, valuation documentation, audit packages, and regulatory filings
• Conduct discovery with CFOs, Controllers, and fund finance professionals at client firms to understand reporting workflows, pain points, and quality standards
• Write detailed product specifications and user stories that give engineering the clarity to execute with speed and precision
• Define and track success metrics for reporting features — accuracy, turnaround time, LP satisfaction, and adoption
• Work with ML Engineering to set accuracy requirements for AI-generated content and build the evaluation frameworks that measure them
• Represent the reporting product in cross-functional planning, balancing client urgency with engineering capacity
• Maintain a deep understanding of the competitive landscape in private capital reporting and fund administration

This role reports to the Chief Product Officer and works closely with Engineering, ML Engineering, and Client Success.

What We're Looking For

Requirements

• 5+ years of product management experience, with at least 2 years in fintech, financial services, or enterprise SaaS
• Demonstrated ability to conduct rigorous customer discovery and translate qualitative insights into detailed product specs
• Experience shipping complex, data-intensive products with strong quality requirements
• Comfort working directly in a technical environment — reading data models, understanding API contracts, and engaging meaningfully in architecture discussions
• Excellent written communication — crisp PRDs, clear user stories, and well-reasoned product decisions
• Track record of building strong relationships with both clients and engineering teams

Nice to Have

• Direct experience in private capital, fund administration, or institutional asset management
• Familiarity with LP reporting, quarterly close processes, or regulatory filing workflows
• Experience with AI or ML-powered products where accuracy and reliability are critical
• Prior experience as a founder, operator, or advisor at an early-stage company
• CFA, CPA, or equivalent finance credential
• Experience at a high-growth startup (Series A through C)