The Role
Define and deliver analytics products for institutional investors in structured credit and fixed income markets. Responsibilities include gathering client requirements, writing product specifications and user stories, prioritizing the backlog, partnering with engineering and data teams, validating analytics and market data, supporting demos and release communications, and monitoring product usage. The role requires client-facing communication and familiarity with bonds, loans, structured finance, and financial analytics.
Summary Generated by Built In
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 Product Manager to join our Analytics product team in Plano, TX. In this role, you will help define and deliver the analytics capabilities our institutional clients rely on to evaluate structured credit markets, trade flow, and portfolio performance. You will translate client and market needs into clear product specifications, partner closely with engineering to bring features to production, and serve as a resource on how our users work with fixed income and loan data. This is an excellent opportunity for a product professional with a foundation in financial markets who wants to grow within a fast-moving FinTech environment.
Responsibilities
Qualifications
What We Offer
Base salary range for this role is $100,000 – $135,000. 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 [email protected].
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 [email protected]. Requesting an accommodation will not affect how your application is considered.
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 Product Manager to join our Analytics product team in Plano, TX. In this role, you will help define and deliver the analytics capabilities our institutional clients rely on to evaluate structured credit markets, trade flow, and portfolio performance. You will translate client and market needs into clear product specifications, partner closely with engineering to bring features to production, and serve as a resource on how our users work with fixed income and loan data. This is an excellent opportunity for a product professional with a foundation in financial markets who wants to grow within a fast-moving FinTech environment.
Responsibilities
- Write clear, detailed product specifications, user stories, and acceptance criteria for new analytics features and enhancements.
- Gather and synthesize requirements from clients, client services, and internal stakeholders to identify product opportunities.
- Partner with engineering and data teams throughout the development lifecycle, from scoping and design through QA and release.
- Maintain and prioritize the product backlog in alignment with the product roadmap and business objectives.
- Validate the accuracy of analytics outputs and underlying market data, working with data teams to investigate and resolve issues.
- Support client-facing activities including product demos, feedback sessions, and release communications.
- Monitor product usage and client feedback to measure impact and inform future iterations.
- Stay current on developments in the fixed income, loan, and structured credit markets that shape client needs.
Qualifications
- 3+ years of professional work experience in a role related to Math, Engineering, Finance, or Financial Operations. Client-facing experience is required.
- Demonstrated experience writing product specifications, business requirements documents, or user stories.
- Familiarity with fixed income and credit products, including bonds and loans.
- Ability to comprehend complex financial concepts of structured finance products.
- Proficiency in Excel, including advanced functions and data analysis.
- Excellent verbal and written communication skills.
- Detail oriented with strong organizational skills.
- Resourceful with the ability to work independently as well as a team.
- Bachelor's degree from an accredited school.
What We Offer
Base salary range for this role is $100,000 – $135,000. 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 [email protected].
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 [email protected]. Requesting an accommodation will not affect how your application is considered.
Skills Required
- 3+ years of professional experience in a role related to Math, Engineering, Finance, or Financial Operations
- Client-facing professional experience
- Experience writing product specifications, business requirements documents, or user stories
- Familiarity with fixed income and credit products, including bonds and loans
- Ability to comprehend complex financial concepts of structured finance products
- Proficiency in Excel, including advanced functions and data analysis
- Excellent verbal and written communication skills
- Strong attention to detail and organizational skills
- Ability to work independently and collaboratively
- Bachelor's degree from an accredited school
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The Company
What We Do
Valitana is dedicated to building intuitive, integrated, and customizable platforms for modern investment professionals. Valitana aims to deliver clear, concise, relevant insights and enable our clients to focus on informed security selection, asset allocation, and risk management. Vantage is our a multi-asset class trade and portfolio management platform. With extensive data warehousing capabilities, custom-built workflows, a powerful compliance engine, and numerous third-party integrations, Vantage is designed to help operations, finance, portfolio managers, traders, compliance, and IR focus on what matters most. Valitana Analytics is our CLO analysis and workflow platform. Deep dive into the analytics and relative value metrics of any deal, create your own custom analytics, run valuations with an unlimited set of your own custom cashflow projection scenarios, and quickly run price / yield tables and liquidation NAVs.
