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55ip - Quant Operations Analyst

J.P. Morgan

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IT, Operations

Boston, MA, USA

Posted 6+ months ago

Job Description

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:

The Quant Operations Analyst on the 55ip Quant R&D team is looking for a professional to provide support to the team’s day-to-day operational needs. You comfortable working with various teams (quant, portfolio analytics, investment management, product operations, technology, trade operations, client services, model review, and audit teams) to support 55ip’s automated investment solutions. You will be an effective team player looking to make a significant impact by being motivated, a problem solver, curious, and a continuous learner.

Job 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

Required qualifications, capabilities and skills:

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
Sound sense of attention to detail, pride in delivering high quality work and willingness to learn

Preferred qualifications, capabilities and skills:

Bachelor’s degree in finance or similar field preferred
Ability to learn investment concepts; pursuing a CFA (or similar certifications) is a big plus
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 Us

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.