Quant Operations Analyst
Quant Operations Analyst
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Job Description
Quant Operations Analyst
Join Us at 55ip & Help the Wealth Management Industry Move Forward
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 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 weve experienced breakthrough growth. Today over 400 financial advisor firms with over $70 billion in assets (and counting) are using 55ip.
Overview
55ips Quant R&D team is looking for a professional to provide support to the teams 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 55ips 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
- Bachelors 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 management enterprises andfinancial 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 becomingthe industry standard by connecting to platforms where advisorsmanage theirclient accountsenhancing workflow andreducingthe needto move the information is available at Experience:
IC
Employment Type
Full-Time
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