Product Manager - Finance; Real Estate & Investment Analytics or London - Hybrid
Listed on 2026-02-06
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IT/Tech
Business Systems/ Tech Analyst, Data Analyst, Data Science Manager, Data Security
About You
The Product Manager – Finance will own how financial logic, reporting and multi-stakeholder investment workflows are built and scaled across Optiml’s platform.
You will lead the shift from static strategy outputs to execution-grade product experiences used by investment, asset and finance teams at large financial institutions. This includes defining role-specific workflows, approval logic and reporting structures that turn complex financial processes into clear, auditable and trustworthy software.
Working closely with Engineering and UX, you will translate real-world investment operations — fund life cycles, budgeting, approvals and performance tracking — into intuitive, systems-driven product flows. You will also integrate AI where it meaningfully improves financial execution, replacing manual processes with robust, evaluated agentic workflows.
This is a hands-on, systems-oriented PM role for someone with deep financial fluency, strong product taste, and an uncompromising eye for detail — building products that sophisticated users trust with real decisions and real capital.
About Optiml
Optiml is revolutionizing real estate with our Real Estate Decision Intelligence (REDI) software—a new class of decision technology that embeds AI to help decarbonize buildings while optimizing asset financial performance.
We are an ETH Zurich spin-off that launched its first product in April 2024 and has since been scaling across Europe and the United States, earning major industry recognition, including the 2024 ULI Europe Prop Tech of the Year and 2024 ZIA Prop Tech of the Year awards.
We are backed by top-tier US and European investors, including Innovation Endeavors (the fund of former Google CEO Eric Schmidt), Planet A, Bit Stone, and Kompas, who support our mission to empower real estate investors, asset managers, and consulting partners to deliver a cost-effective, value-preserving transition to Net Zero.
As of early 2026, we are expanding our team to broaden our product lines and scale operational delivery for a growing global client base.
TasksKey Responsibilities
Engineering the Analytical & Reporting Infrastructure
- Advanced Query Orchestration:
Lead the implementation of a high-performance analytical query engine, enabling users to generate dynamic, multi-dimensional views across our core data and decision platform. - Executive-Grade Reports:
Design automated reporting frameworks that distill complex metrics into rigorous, high-fidelity insights tailored for C-suite decision-making and regulatory compliance.
Systems Architecture for Cross-Functional Workflows
- Logic-Driven User Journeys:
Map and implement granular multi-persona workflows, ensuring clear state management, defined handoffs, and audit trails for task assignments and strategic sign-offs. - UX Clarity:
Partner with designers and engineers to translate complex compliance hurdles into intuitive software flows, eliminating ownership ambiguity and operational friction through robust feedback loops.
Financial Execution & Lifecycle Integration
- Dynamic Budgetary Logic:
Extend the platform from static strategic modeling to "live" execution tracking, linking fund life cycles directly to annual budgetary cycles and actual spend versus strategy. - Performance Accountability:
Develop the infrastructure to monitor and report on the realization of planned projects, ensuring data flows remain synchronized between strategy and execution.
High-Stakes Enterprise Delivery
- Stakeholder Discovery:
Conduct rigorous discovery with complex enterprise organizations to deconstruct fragmented pain points into elegant, scalable product requirements. - Feature Scoping:
Scope a unified product roadmap that prioritizes high-impact business outcomes over superficial features.
What We’re Looking For
- Financial Product Rigor: You have a proven track record in high-stakes environments—such as ERP, accounting, or specialized fintech platforms—where data integrity is non-negotiable and multi-stakeholder authorization flows are a core requirement.
- Detail Obsession: You have an uncompromising eye for precision. You can spot a logic error in a DCF model or a broken state in a workflow…
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