Senior Product Manager, Tax- Aware Portfolio Optimization at Founders Associate (Asia)
What You Will work on
• Define Product tax-aware portfolio optimization product strategy and roadmap
• Build product requirements for tax impact review, tax-aware rebalancing, tax- loss harvesting candidate detection, wash sale risk alerts, and holding period awareness
• Define how tax-related insights appear in Portfolio Optimization, Risk Review, and Decision Center workflows
• Translate U.S. investment tax concepts into clear product logic, data requirements, and user-facing explanations
• Work with engineering and data teams to define requirements for cost basis, tax lots, acquisition date, realized / unrealized gain-loss, transaction history, holding period, and account type data
Qualifications Required Mandarin Prefer
• 5+ years of product, tax product, brokerage product, investment operations, or financial product experience
• Strong understanding of U.S. investment tax concepts such as capital gains / losses, cost basis, tax lots, holding periods, realized / unrealized gains, and wash sale rules
• Experience working with taxable brokerage accounts, investment account data, brokerage reporting, portfolio management tools, or wealth management products
• Ability to translate tax and investment concepts into product requirements, user workflows, decision logic, and data requirements