Asset Management - 55ip Portfolio Oversight - Associate
Asset Management - 55ip Portfolio Oversight - Associate
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Job Description
Working at 55ip means standing at the intersection of finance and technologyand at the cutting edge of wealth management. Weve 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 weve 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 55ips 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 55ips 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
- Bachelors 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 employees and management
- Ability to work effectively in a highly collaborative team-oriented environment
Preferred qualifications capabilities and skills
- Demonstrated interest and/or progress towards CFA designation preferred
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 55ips tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ips 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 55ips 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 Experience:
IC
Employment Type
Full-Time
Key Skills
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