Portfolio Analyst, Associate

Join 55ip at the forefront of finance and technology, revolutionizing wealth management. The 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 the platform, a real impact is being made. The diverse group of entrepreneurs, product experts, and customer advocates at 55ip are united by a unique hustle and innovative spirit. As a newly-branded subsidiary of J.P. Morgan, talented team members are being sought to help set new industry standards. **Role Overview:** As a Portfolio Analyst within the Quant R&D team, you will closely collaborate with quantitative researchers and developers to support the evolution of investment algorithms and refine research data, back-testing, simulation, and data visualization platforms. Your responsibilities will include analyzing trade suggestions, positioning, and risk metrics to ensure alignment with investment strategies. You will also be responsible for setting up, running, and monitoring historical and forward-looking simulations. Additionally, you will create reports using Excel, Tableau, and other tools, provide Quant L1 support, and investigate datasets for new or existing algorithms. Collaboration with product management and technology teams, participation in governance practices, and documentation of operational procedures will be part of your role. **Key Responsibilities:** - Work with quantitative researchers and developers to support the evolution of investment algorithms and refine research data, back-testing, simulation, and data visualization platforms. - Analyze trade suggestions, positioning, risk metrics, etc. to ensure alignment with investment thesis and process. - 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. - Investigate datasets for use in new or existing algorithms. - Participate in governance practices to monitor and refine investment methodologies. - Use JIRA to manage & assignment work items and issues, fully document operational procedures, processes, and workflows. **Qualifications Required:** - Bachelor's 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 and ability to conceptualize complex financial data. - Ability to work on multiple tasks under pressure with large workloads and short timelines. - Strong collaborative skills and ability to work effectively in a team-oriented environment. - Knowledge of basic statistics, strong Excel skills, and quantitative capabilities. - Experience investigating data issues using SQL. - Ability to work with basic Python and statistics. - Demonstrated collaborative nature and ability to thrive in a fast-paced, dynamic environment. - High integrity, motivation, and intellectual curiosity. (Note: The additional details of the company were not explicitly mentioned in the provided job description.),