Portfolio Analyst, Associate

Role Overview: Join 55ip at the forefront of finance and technology, revolutionizing wealth management. Our team in Boston and Mumbai has developed a tax-smart investment strategy engine, promoting significant growth through partnerships with industry leaders like BlackRock and J.P. Morgan. With over 110 financial advisor firms managing $28 billion in assets using our platform, we're making a real impact. We are a diverse group of entrepreneurs, product experts, and customer advocates, united by our unique hustle and innovative spirit. As a newly-branded subsidiary of J.P. Morgan, we're seeking talented team members to help us set new industry standards. Key Responsibilities: - Work with quantitative researchers and developers to support the evolution of its investment algorithms and the refinement of the research data, back-testing, simulation, and data visualization platforms. - Analyze trade suggestions, positioning, risk metrics, etc. to ensure alignment with investment thesis and process, and recognize, evaluate, and reconcile any results that are inconsistent with strategy objectives. - Setup, run and monitor historical & forward-looking simulations. - Create reports using Excel, Tableau, and other tools. - Provide Quant L1 support to execute requests & investigate questions/issues originating from trade operations and/or investment teams. - Investigate datasets for use in new or existing algorithms. - Work closely with product management and technology teams. - Participate in governance practices to monitor and refine investment methodologies. - Take part in agile methodology & rituals. - Use JIRA to manage & assignment work items and issues, fully document operational procedures, processes, and workflows. Qualifications Required: - Bachelors degree in accounting/finance/economics. - Interest in pursuing CFA and/or FRM. - Working knowledge in PowerPoint, Word, and Excel. - Passion for financial markets and the investment management process. - Strong verbal and written communication skills. - Strong attention to detail with the ability to conceptualize and learn complex financial data. - Ability to work on multiple tasks and under pressure while handling large workloads and short timelines. - Ability to work cooperatively and collaboratively with all levels of employees and management. - Team Player with a strong work ethic and a diligent, responsible personality. - Ability to work effectively in a highly collaborative, team-oriented environment. - Excellent written and verbal communications skills. - Knowledge of basic statistics, strong Excel skills, and quantitative capabilities. - Capable of investigating issues data using SQL. - Ability to work with basic Python and statistics. - Candidate should be collaborative and thrives on challenge in a fast-paced, dynamic environment. - The highest degree of integrity, motivation, and intellectual curiosity.,