Asset Management - 55ip Trade Implementation and Strategy- Vice President
Asset Management - 55ip Trade Implementation and Strategy- Vice President
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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 New York 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 450 financial advisor firms with $1 trillion in assets (and counting) are using 55ip.
As a Trade Implementation Strategist within 55ip you will be responsible for enhancing the pre-trade analysis of investment decisions across impacted accounts pre-trade coordination with internal and external teams and post trade implementation and execution processes to optimize client outcomes. This role combines operational understanding and analytics with market dynamics and trading practices. The VP acts as a liaison between assets managers traders operations and clients.
Job Responsibilities
- Conduct scenario analysis assess trade sizing and timing market conditions liquidity to optimize outcomes
- Enhance framework to translate asset manager instructions into proposed ensuring alignment with client guideline regulatory requirements and asset manager intent
- Partner with trading teams to assess block allocations step-outs and rotations
- Monitor transaction costs slippage and market impact; assess strategies for enhancement where possible
- Work closely with portfolio managers client service operations and compliance teams to ensure seamless trade workflows.
- Develop process enhancements technology solutions and oversight frameworks that increase scalability and controls.
- Provide oversight reporting on trading activity best execution and trade implementation risks to senior management and clients.
Required qualifications capabilities and skills
- 6 years of experience in trading portfolio implementation or investment operations ideally within asset management.
- Strong understanding of equity fixed income and/or derivative market structures and liquidity dynamics.
- Ability to apply judgment in real-time trading scenarios
- Proven track record of partnering with asset managers and traders on execution strategy.
- Excellent communication skills with ability to explain complex circumstances to both internal stakeholders and external clients.
- Proficiency in trading systems OMS/EMS platforms and advanced Excel; familiarity with transaction cost analysis (TCA).
Required Experience:
Chief
Employment Type
Full-Time
