Overview
Koyfin is a fast growing fintech company building a powerful, intuitive analytics platform used by financial advisors and individual investors to research ideas, manage portfolios, and grow their businesses. We believe every investor deserves world-class research tools without the complexity or price tag of legacy platforms.
Our impact so far:
🚀 One of the fastest-growing platforms for financial advisors, driven by product-led growth
🥇 Recognized by users as a top-rated investment solution on G2
🏆 Rated as the top research platform for user satisfaction in the Kitces survey, the largest survey in the advisor industry
About the Role
Koyfin has achieved strong product market fit and profitable growth. The next phase is about deepening our product for financial advisors and wealth management professionals. As a Senior Product Manager focused on advisor and portfolio workflows, you will own some of the most mission critical parts of the Koyfin product, including portfolio analytics, performance calculations, options analysis, and bond analysis. These workflows will become central to how advisors use Koyfin day to day, with a high bar for correctness and usability. This role is for a product manager who thrives on ownership and execution in complex, data driven domains. You will take ambiguous problems, talk directly to users, make judgment calls, and work closely with engineering and design to turn real advisor needs into shipped product.
What you’ll be doing?
- Own advisor workflows end to end, including portfolio analytics, credit, and options
- Lead discovery through structured user interviews, usage data, and direct customer feedback
- Translate complex portfolio and performance concepts into intuitive, trustworthy workflows
- Own projects from problem definition through delivery, including PRDs, task breakdown, execution, and launch
- Partner closely with engineering to deliver accurate, performant, and scalable analytics
- Communicate timelines, tradeoffs, and changes clearly across the company
- Make thoughtful tradeoffs between correctness, usability, and speed
- Be accountable for outcomes, not just output
What We’re Looking For
You are a product manager who enjoys owning complex problems and shipping solutions in domains where correctness matters.
- 5+ years of product management experience building and shipping data driven or workflow heavy products
- Experience building products for investors, financial advisors, or institutional investors
- Strong understanding of quantitative concepts such as portfolio optimization and options analysis
- Proven ability to own features end to end with minimal oversight
- Comfortable working with messy real world data and making judgment calls
- Strong discovery instincts and a bias toward talking directly with users
- Clear, concise written communicator
- Willing to push back thoughtfully when something does not make sense
- Alignment with our values: Customer First, Humility and Respect, Teamwork, Continuous Improvement, and GSD
What we offer
- A culture of ownership and high standards
- A fully remote, results driven team that ships real product and learns directly from users
- Competitive compensation, including stock options
- Full benefits package including medical, dental, and 401k contributions
- The opportunity to own meaningful product surface area used daily by professional investors
- A product led company that values craftsmanship, accountability, and getting things done
How to Apply
Click the button below to submit your application via Typeform. Applications submitted through Typeform will be reviewed as a priority.
Koyfin is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Careers FAQ
- Can I work remotely?
Yes, you can work from anywhere.
- Do you have an office?
We are a remote-first company and maintain an office in Kyiv. Additionally, some of our employees opt to work from local coworking spaces.
- What is your recruitment process?
The hiring process can depend on the specific role, team, and level. Our recruiter will be happy to provide all the details of the recruitment process for the position you are applying for.
- How should I prepare for the recruitment process?
We recommend creating an account and using Koyfin to become familiar with our product. Additionally, you can learn more about Koyfin through our website, YouTube channel, and Twitter. As you prepare for the interview, consider specific examples from your past experience that demonstrate your impact on projects and team performance. Don’t hesitate to contact our recruitment specialist if you have questions about how to prepare for this step. Thorough preparation for your interview is crucial, and we encourage you to ask any questions you may have during the interview.
It’s important that Koyfin is a good fit for you and you are a good fit for Koyfin. We highly encourage you to review our values and reflect on how they align with your values and personality.
- Should I have previous experience in FinTech or Investments?
We value an extra interest or experience in FinTech/Investments. However, this is not a requirement.
- Do you provide benefits?
Yes, we offer full benefits in the US. In other regions, the benefits depend on your location. Check out the benefits section on the Careers page.
- Do you offer a 401k?
Yes, we offer 401(k) contributions and company matching.
- What is the culture like in Koyfin?
Koyfin is a small, scrappy startup with a big impact. We value swift and effective action. Below is a list of our values, which are crucial to us, and we aim to reflect them in everyone at Koyfin:
1. Customer First
2. Humility & Respect
3. Teamwork
4. Continuous Improvement
5. GSD