About Us
At 55ip, we are at the forefront of wealth technology, dedicated to empowering financial advisors and their clients with sophisticated, tax-efficient investment strategies. Our platform leverages advanced quantitative research and cutting-edge technology to deliver personalized and optimized client outcomes. The Quantitative team is the engine driving this innovation, encompassing Research & Development, Portfolio Analysis, Quant Operations, and the pivotal Data & Platform team. We are a collaborative, forward-thinking group, committed to solving complex challenges and shaping the future of wealth management.
The Role
We are seeking a driven and detail-oriented Associate Product Manager to join our Quantitative Data & Platform team. This is a crucial role where you will contribute to the product vision, strategy, and execution for the data, analytical tools, and infrastructure that power our entire quantitative function. If you are passionate about the intersection of data, technology, and quantitative finance, and are eager to contribute to a platform that delivers tangible value, this is an exciting opportunity to grow your career.
What Youll Do
-
Internal Client Focus & Requirements Gathering
Act as a key liaison between our R&D, Portfolio Analysis and Platform and Data teams, deeply understanding their workflows, challenges, and evolving needs for data, research environments, backtesting capabilities, and analytical tooling. Translate these needs into clear, actionable product requirements, user stories, and specifications. -
Product Roadmap Contribution & Execution
Support the product roadmap for our quantitative data and platform services, ensuring alignment with the strategic goals of the quant team and the broader J.P. Morgan Asset Management business. Assist in prioritizing initiatives to maximize impact and efficiency. -
Cross-Functional Delivery
Collaborate closely with data engineering, software engineering, and infrastructure teams to facilitate the design, development, testing, and deployment of robust, scalable, and high-quality data products and platform enhancements. -
Data Ecosystem Enablement
Champion the accessibility, quality, and reliability of financial market data and derived analytics within our platform. -
Platform Innovation
Support the evolution of our quantitative platform, including tools for portfolio construction, simulation, performance attribution, and risk management, ensuring they meet the sophisticated demands of our internal users. -
Agile Product Management
Participate actively in an agile development process, helping to manage the product backlog, refine user stories, and ensure timely delivery of features. -
Stakeholder Communication
Clearly articulate product vision, updates, and dependencies to internal stakeholders, fostering transparency and alignment. -
Documentation & Knowledge Sharing
Contribute to the creation and maintenance of comprehensive documentation for platform features, data sources, and APIs to empower users and streamline onboarding. -
Industry & Technology Monitoring
Stay abreast of emerging trends, best practices, and new technologies in fintech, quantitative investing, data management, and platform development to inform product strategy.
What You Bring
- Bachelors degree in Computer Science, Engineering, Finance, Economics, Data Science, Mathematics, or a related quantitative or analytical field.
- 3 years of experience in product management, business analysis, data analysis, or a similar role, ideally within the wealth management, asset management, or fintech space.
- Strong analytical, problem-solving, and quantitative reasoning skills, with an ability to break down complex problems into manageable components.
- Excellent communication (written and verbal) and interpersonal skills, with a proven ability to collaborate effectively with technical and non-technical stakeholders.
- Experience in gathering and documenting requirements, and translating them into technical specifications.
- A solid understanding of data concepts (e.g., databases, data modeling, data pipelines, APIs, data quality frameworks) and familiarity with data query languages (e.g., SQL).
- A demonstrable passion for financial markets, investment management, and the application of technology and data to solve investment challenges.
- Proactive, self-motivated, and able to manage multiple tasks in a dynamic, fast-paced environment.
Nice to Haves
- Exposure to financial data providers (e.g., Bloomberg, Refinitiv, FactSet) and their data offerings.
- Knowledge of Python or R for data analysis.
- Understanding of cloud computing environments (e.g., AWS, Azure, GCP).
Why Join Us?
-
Impact
Play a vital role in building and enhancing the core data and technology infrastructure that powers sophisticated, tax-efficient investment solutions for our clients. -
Innovation
Be part of a company that values innovation and is committed to leveraging cutting-edge technology and quantitative methods. -
Collaboration
Work alongside a dedicated and talented team of quants, engineers, and product professionals in a dynamic and intellectually stimulating environment. -
Growth
Benefit from significant opportunities for professional development and career advancement in the rapidly evolving wealth tech industry. -
Culture
Join a firm that fosters a culture of ownership, continuous improvement, and a commitment to excellence. - We offer competitive compensation, comprehensive benefits, and a commitment to work-life balance.
About Us
At 55ip, we are at the forefront of wealth technology, dedicated to empowering financial advisors and their clients with sophisticated, tax-efficient investment strategies. Our platform leverages advanced quantitative research and cutting-edge technology to deliver personalized and optimized client outcomes. The Quantitative team is the engine driving this innovation, encompassing Research & Development, Portfolio Analysis, Quant Operations, and the pivotal Data & Platform team. We are a collaborative, forward-thinking group, committed to solving complex challenges and shaping the future of wealth management.
The Role
We are seeking a driven and detail-oriented Associate Product Manager to join our Quantitative Data & Platform team. This is a crucial role where you will contribute to the product vision, strategy, and execution for the data, analytical tools, and infrastructure that power our entire quantitative function. If you are passionate about the intersection of data, technology, and quantitative finance, and are eager to contribute to a platform that delivers tangible value, this is an exciting opportunity to grow your career.
What Youll Do
-
Internal Client Focus & Requirements Gathering
Act as a key liaison between our R&D, Portfolio Analysis and Platform and Data teams, deeply understanding their workflows, challenges, and evolving needs for data, research environments, backtesting capabilities, and analytical tooling. Translate these needs into clear, actionable product requirements, user stories, and specifications. -
Product Roadmap Contribution & Execution
Support the product roadmap for our quantitative data and platform services, ensuring alignment with the strategic goals of the quant team and the broader J.P. Morgan Asset Management business. Assist in prioritizing initiatives to maximize impact and efficiency. -
Cross-Functional Delivery
Collaborate closely with data engineering, software engineering, and infrastructure teams to facilitate the design, development, testing, and deployment of robust, scalable, and high-quality data products and platform enhancements. -
Data Ecosystem Enablement
Champion the accessibility, quality, and reliability of financial market data and derived analytics within our platform. -
Platform Innovation
Support the evolution of our quantitative platform, including tools for portfolio construction, simulation, performance attribution, and risk management, ensuring they meet the sophisticated demands of our internal users. -
Agile Product Management
Participate actively in an agile development process, helping to manage the product backlog, refine user stories, and ensure timely delivery of features. -
Stakeholder Communication
Clearly articulate product vision, updates, and dependencies to internal stakeholders, fostering transparency and alignment. -
Documentation & Knowledge Sharing
Contribute to the creation and maintenance of comprehensive documentation for platform features, data sources, and APIs to empower users and streamline onboarding. -
Industry & Technology Monitoring
Stay abreast of emerging trends, best practices, and new technologies in fintech, quantitative investing, data management, and platform development to inform product strategy.
What You Bring
- Bachelors degree in Computer Science, Engineering, Finance, Economics, Data Science, Mathematics, or a related quantitative or analytical field.
- 3 years of experience in product management, business analysis, data analysis, or a similar role, ideally within the wealth management, asset management, or fintech space.
- Strong analytical, problem-solving, and quantitative reasoning skills, with an ability to break down complex problems into manageable components.
- Excellent communication (written and verbal) and interpersonal skills, with a proven ability to collaborate effectively with technical and non-technical stakeholders.
- Experience in gathering and documenting requirements, and translating them into technical specifications.
- A solid understanding of data concepts (e.g., databases, data modeling, data pipelines, APIs, data quality frameworks) and familiarity with data query languages (e.g., SQL).
- A demonstrable passion for financial markets, investment management, and the application of technology and data to solve investment challenges.
- Proactive, self-motivated, and able to manage multiple tasks in a dynamic, fast-paced environment.
Nice to Haves
- Exposure to financial data providers (e.g., Bloomberg, Refinitiv, FactSet) and their data offerings.
- Knowledge of Python or R for data analysis.
- Understanding of cloud computing environments (e.g., AWS, Azure, GCP).
Why Join Us?
-
Impact
Play a vital role in building and enhancing the core data and technology infrastructure that powers sophisticated, tax-efficient investment solutions for our clients. -
Innovation
Be part of a company that values innovation and is committed to leveraging cutting-edge technology and quantitative methods. -
Collaboration
Work alongside a dedicated and talented team of quants, engineers, and product professionals in a dynamic and intellectually stimulating environment. -
Growth
Benefit from significant opportunities for professional development and career advancement in the rapidly evolving wealth tech industry. -
Culture
Join a firm that fosters a culture of ownership, continuous improvement, and a commitment to excellence. - We offer competitive compensation, comprehensive benefits, and a commitment to work-life balance.
