55ip - Quant Operations Analyst

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.

Job summary:

The Quant Operations Analyst on the 55ip Quant R&D team is looking for a professional to provide support to the team's day-to-day operational needs.

You 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.

You will be an effective team player looking to make a significant impact by being motivated, a problem solver, curious, and a continuous learner.

Job 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

Required qualifications, capabilities and skills:


* 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


* Sound sense of attention to detail, pride in delivering high quality work and willingness to learn

Preferred qualifications, capabilities and skills:


* Bachelor's degree in finance or similar field preferred


* Ability to learn investment concepts; pursuing a CFA (or similar certifications) is a big plus


* 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

JPMorganChase, 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 Chas...