Portfolio Research & Analytics, Vice President

Vice President, Portfolio Research & Analysis

Overview

55ip's Quantitative Research & Development (R&D) team is seeking a Vice President to lead portfolio research, analysis, strategy validation, and operational enablement for systematic investment strategies.

This role partners closely with Quant Researchers, Portfolio Managers, Product, and Technology to ensure portfolios and research outputs are scalable, robust, and aligned to investment objectives.

The VP will drive rigorous investigation of investment outcomes, oversee simulation and testing frameworks, and strengthen governance, controls, and documentation supporting the portfolio management lifecycle.

The ideal candidate combines strong markets and portfolio expertise with hands-on analytical capability and the leadership needed to drive cross-functional execution in a fast-moving environment.

Key Responsibilities

Portfolio & Strategy Oversight


* Serve as a senior analytics partner to Portfolio Managers and Quant Research, providing independent challenge and validation of portfolio positioning, risk, and performance relative to strategy objectives.


* Lead analysis of trade recommendations, exposures, constraints, and risk metrics (e.g., factor/sector/country/style) to confirm alignment with the investment thesis and systematic process.


* Conduct research and produce decision-driving findings around portfolio behavior and construction.


* Diagnose and reconcile performance and attribution anomalies; drive root-cause analyses and ensure issues are addressed through durable process, data, or model improvements.

Research Enablement, Simulation & Testing Leadership


* Own and evolve historical and forward-looking simulation practices (back-testing, scenario analysis, stress testing), setting standards for reproducibility, accuracy, and controls.


* Partner with researchers and developers to enhance investment algorithms, improve data quality/coverage, and accelerate research-to-production workflows.


* Define and prioritize platform enhancements for back-testing, simulation, and visualization capabilities; translate business needs into clear requirements and acceptance criteria.

Operational Excellence & Stakeholder Management


* Act as a senior point of escalation for trade operations and investment teams on issues impacting execution, data integrity, and portfolio construction; drive timely resolution and post-incident prevention.


* Establish and maintain operating rhythms across Product, PM, Research, and Technology to launch, refine, and monitor strategies and releases.


* Lead governance routines to ensure methodologies, changes, and exceptions are reviewed, documented, and compliant with applicable standards and internal controls.

Reporting, Communication & Documentation


* Produce executive-ready insights (dashboards, recurring reports, ad hoc deep dives) using tools such as Excel and Tableau to support investment decision-making...