55ip is a financial technology company whose purpose is to break down barriers to financial progress. Wealth management enterprises and financial advisors use 55ip’s tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip’s intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients

Job summary: 

As a Portfolio Implementation & Oversight Associate within the Platform Management and Strategy Team at 55ip, you will be primarily responsible for the day-to-day oversight of 55ip’s portfolio implementation platform. Your focus will be on client portfolio investment and tax outcomes. You will also play a collaborative and consultative role across the firm’s functional teams, external partners, and clients, acting as a subject matter expert, supporting 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, skills and capabilities:

Strong data analysis and visualization skills Excellent verbal and written communication skill Knowledge of basic statistics and quantitative analysis method, strong Excel 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, skills and capabilities:

Bachelor's degree in finance or economics preferred  3-5 Years 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 is preferred  Passion for financial markets and technology in the asset and wealth management industry is preferred  Team Player with a strong work ethic is preferred  Understanding of ETFs, mutual funds, model-portfolios, separately managed accounts, and direct indexing is preferred Demonstrated interest and/or progress towards CFA designation preferred