JPMorgan 55ip - Portfolio Implementation & Oversight Associate 

United States, Massachusetts, Boston 

456641204

Job summary:

The 55ip Portfolio Implementation Associate will join the Platform Management and Strategy Team. You have worked in Asset or Wealth Management industry with a focus on client portfolio implementation, investment oversight, or wealth management technology platforms/solutions. You will be primarily responsible for day to day oversight of 55ip’s portfolio implementation platform, with a focus 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