Vice President, Product Manager

Valitana; Plano (TX); Hybrid; USD 150,000 - 180,000; Full time

Benefits offered by this job

Employer-matched retirement plan

Healthcare (medical, dental, vision)

PTO

Job summary

Valitana is seeking a Senior Product Manager for its Analytics team in Plano, TX. You will own analytics capabilities for institutional clients, translating complex needs into precise specs and leading engineering from concept to production.

The role requires 4–8 years in financial services, strong fixed income knowledge, and excellent communication. Office Mon–Wed with remote flexibility Thu–Fri.

Qualifications

• 4–8 years of professional experience in financial services with client-facing responsibilities.
• Proven ability to write product specs, BRDs, or user stories and drive features to production.
• Strong knowledge of fixed income and credit products, including bonds and loans.
• Understanding of CLOs and structured finance analytics is a plus.
• Advanced Excel and data analysis skills; SQL or BI tools experience is a plus.
• Excellent verbal and written communication for senior stakeholders.
• Detail-oriented with strong organizational and prioritization skills.
• Bachelor’s degree from an accredited school.

Responsibilities

• Own drafting detailed product specifications, user stories, and acceptance criteria for analytics features.
• Lead requirements gathering with clients and internal stakeholders to define opportunities and business cases.
• Coordinate with engineering and data teams through design, QA, and release lifecycle.
• Own and prioritize the Analytics backlog and align with the roadmap.
• Ensure data and analytics outputs are accurate and investigate data issues.
• Lead product demos and client feedback sessions; communicate releases.

Skills

Client-facing experience

Product specs writing

Fixed income knowledge

Structured finance basics

Excel proficiency

SQL / BI tools

Strong communication

Self-directed

Education

Bachelor's degree

Tools

Excel

SQL

BI tools

Job description

About Valitana

Valitana is a rapidly growing FinTech company delivering cutting-edge SaaS solutions to institutional investors. Founded in 2017, our platform provides advanced financial analytics, trade flow insights, and portfolio management tools that empower our clients to make faster and more informed decisions while improving operational efficiency.

Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers.

Position Overview

Valitana is seeking a Senior Product Manager to join our Analytics product team in Plano, TX. In this role, you will own the definition and delivery of the analytics capabilities our institutional clients rely on to evaluate structured credit markets, trade flow, and portfolio performance. You will translate complex client and market needs into precise product specifications, lead engineering partners from concept through production, and serve as the team’s subject matter expert on how institutional investors work with fixed income and loan data. This is an excellent opportunity for an experienced product professional with a strong financial services background who wants to shape the direction of a product in a fast-moving FinTech environment.

Responsibilities

• Own the authoring of detailed product specifications, user stories, and acceptance criteria for new analytics features and enhancements, and set the standard for spec quality across the team.


• Lead requirements gathering with clients, client services, and internal stakeholders, synthesizing input into well-defined product opportunities and business cases.


• Drive delivery with engineering and data teams across the full development lifecycle, from scoping and design through QA and release, making trade-off decisions on scope and sequencing.


• Own and prioritize the Analytics product backlog and contribute to the product roadmap in alignment with business objectives.


• Ensure the accuracy of analytics outputs and underlying market data, leading investigation and resolution of data issues with data teams.


• Represent the Analytics product with institutional clients, leading product demos, feedback sessions, and release communications.


• Define success metrics and monitor product usage and client feedback to measure impact and inform future iterations.


• Bring deep, current knowledge of the fixed income, loan, and structured credit markets to shape product direction, and mentor junior team members on market and product concepts.

Qualifications

• 4–8 years of professional experience in financial services, such as asset management, investment banking, fixed income trading or research, financial data, or a FinTech serving institutional investors. Client-facing experience is required.


• Proven track record writing product specifications, business requirements documents, or user stories and taking features from concept to production.


• Strong working knowledge of fixed income and credit products, including bonds and loans.


• Solid understanding of structured finance products such as CLOs; direct experience with CLO or structured credit analytics is a plus.


• Advanced proficiency in Excel and data analysis; experience with SQL or BI tools is a plus.


• Excellent verbal and written communication skills, with the ability to present to senior client and internal stakeholders.


• Detail oriented with strong organizational and prioritization skills.


• Resourceful and self-directed, with the ability to lead initiatives independently and collaborate across teams.


• Bachelor's degree from an accredited school.

What We Offer

Base salary range for this role is $150,000 – $180,000. Valitana offers a competitive compensation package including base salary and an annual performance bonus. Employees receive a comprehensive benefits package that includes an employer-matched retirement plan, healthcare with medical, dental, vision, telemedicine, and PTO.

Employees in this role will work in the office Monday through Wednesday with the flexibility to work remotely Thursday and Friday.

Assessment and Automated Screening Tools

As part of this hiring process, you may be asked to complete a technical assessment administered through HackerRank, a third-party platform. By participating, advancing, or completing the assessment you are consenting to HackerRank possibly using automated features to evaluate or score the submitted work, and information about your submission is processed by that platform.

Categories of data processed: The code or written work you submit, assessment scores, completion time, and, if enabled, session activity data. Source of that data is the information you provide directly by completing the assessment.

How it is assessed: A Valitana employee reviews assessment results, and no hiring decision is made solely on the basis of an automated score. If you would like more information about how the assessment is evaluated contact Valitana Human Resources at [e-mail].

Equal Opportunity and Accommodation

Valitana is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, ancestry, age, disability, pregnancy, veteran or military status, genetic information, or any other characteristic protected by federal or Connecticut law.

If you need a reasonable accommodation to apply, interview, complete an assessment, or otherwise participate in this hiring process, contact the Human Resources team at [e-mail]. Requesting an accommodation will not affect how your application is considered.