Job DescriptionQuant Operations AnalystJoin Us at 55ip & Help the Wealth Management Industry Move ForwardWorking at 55ip means standing at the intersection of finance and technology-and at the cutting-edge of wealth management. We've been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our global team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation. Driven by strategic partnerships with world-class asset management firms, we've experienced breakthrough growth. Today, over 400 financial advisor firms with over $70 billion in assets (and counting) are using 55ip.
Overview55ip's Quant R&D team is looking for a professional to provide support to the team's day-to-day operational needs. The ideal candidate is comfortable working with various teams (quant, portfolio analytics, investment management, product operations, technology, trade operations, client services, model review, and audit teams) to support 55ip's automated investment solutions. The candidate will be an effective team player looking to make a significant impact by being motivated, a problem solver, curious, and a continuous learner.
Responsibilities - Execute Quant team daily operational requests
- Use Salesforce to manage issues and support requests
- Provide Quant L1 support to execute requests & investigate questions/issues originating from trade operations and/or investment teams
- Provide deep analysis of trade suggestions and investment outcomes
- Create reports using various tools
- Identify opportunities to streamline business processes
- Fully document operational procedures, processes, and workflows
- Provide supplementary bandwidth to Portfolio Analytics team
- Act as liaison to model review and audit teams and execute ongoing performance monitoring
Requirements - Bachelor's degree in finance or similar field
- Ability to learn investment concepts; pursuing a CFA (or similar certifications) is a big plus
- Excellent verbal and written communication skills
- Working knowledge in PowerPoint, Word and Excel, Confluence, JIRA
- Ability to create reports using Excel, Tableau, Salesforce, and other tools
- Ability to work with SQL queries to investigate data issues
- Knowledge or ability to execute Python programming scripts
- Ability to multi-task and execute a wide range of assignments
- Collaborative and thrive in a fast-paced dynamic environment
- The highest degree of integrity, motivation, and intellectual curiosity
- Strong sense of attention to detail, pride in delivering high quality work and willingness to learn
- Agility: Able to shift gears and react quickly to timely requests
- Hustle: Self-motivated, proactive, responsive ability to think strategically but also willing to dig into the details and tactics
About 55ip 55ip is a financial technology company whose purpose is to break down barriers to financial progress. Wealth management enterprises and financial advisors use 55ip's tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip's intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients. At the heart of the experience is 55ip's ActiveTax® Technology, which includes tax-smart transitions, management, and withdrawals. 55ip is becoming the industry standard by connecting to platforms where advisors manage their client accounts, enhancing workflow and reducing the need to move the assets. More information is available at https://55-ip.com/
About UsJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
