Asset Management - 55ip Portfolio Oversight - Associate

Working 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 Boston- and Mumbai-based 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, such as BlackRock and J.P.

Morgan, we've experienced breakthrough growth over the last year.

Today, over 300 financial advisor firms with $300 billion in assets (and counting) are using 55ip.

As the Portfolio Implementation & Oversight Associate within the Platform Management and Strategy Team, you will be responsible for the day-to-day oversight of 55ip's portfolio implementation platform, focusing on client portfolio investment and tax outcomes.

You will collaborate with various functional teams, external partners, and clients, acting as a subject matter expert to support ad-hoc analyses, new product development, and strategic initiatives.

Job Responsibilities


* Analyze and review client portfolio trade orders, ensuring alignment with intended investment and tax outcomes.


* Produce, analyze, and support presentation of periodic platform-level portfolio oversight reporting


* Conduct ad-hoc client and internal analyses related to client portfolio investment and/or tax-management outcomes.


* Develop a practical expertise of 55ip's tech-enabled portfolio implementation and tax management capabilities and be able to provide support and develop solutions for internal teams, external partners, and clients.


* Partnering internally across Quantitative R&D, Product, Tech, Ops, and Client Facing teams.


* Support the error correction process, providing analysis and oversight of error remediation action.

Required qualifications, capabilities and skills


* Bachelor's degree in finance or economics


* 3+ years of experience in an Investment and/or Wealth Management environment, particularly with a focus on client portfolio implementation, investment oversight/governance, and/or wealth management platform/tech experience


* Passion for financial markets and technology in the asset and wealth management industry


* Understanding of ETFs, mutual funds, model-portfolios, separately managed accounts, and direct indexing


* Knowledge of basic statistics and quantitative analysis method, strong Excel skills


* Strong data analysis and visualization skills


* Excellent verbal and written communication skills


* Strong attention to detail with the ability to conceptualize and learn complex financial data


* Ability to manage multiple projects and work well under pressure while handling large workloads and short timelines


* Ability to work cooperatively and collaboratively with all levels of emp...