Job
Description
As a Senior Associate in Platform Management and Operations at 55ip, you will lead the end-to-end management and daily operations of Client Performance Reporting, Tax Savings Reporting, Model Management, and other critical Platform Management Business-As-Usual processes. You will interact directly with clients and collaborate with client-facing teams to address new business needs, resolve issues, and provide exceptional client support. Your role will involve coordinating with cross-functional stakeholders to ensure that 55ip Platform activities are executed with quality, consistency, and scalability, while supporting enhancements to the operating model. **Key Responsibilities:** - Serve as the Subject Matter Expert (SME) for the entire lifecycle of 55ip client reporting processes (CPR, TSR), ensuring data accuracy and integrity. - Maintain a robust control environment for Client Performance and Tax Savings Reporting, including documented controls, oversight, and procedures. Utilize SQL to query and analyze data, ensuring comprehensive oversight. - Collaborate with Technology, Operations, Product Management, and client-facing teams to manage daily operations and drive the evolution of the Platform. Leverage modern Business Intelligence (BI) tools to analyze data trends and provide actionable insights. - Partner with Technology, Accounting Systems Vendor, and JPM stakeholders to ensure client outcomes are met and business-impacting changes are vetted and communicated proactively. Use data analysis to support decision-making and strategic planning. - Investigate and resolve escalated client issues through effective collaboration with cross-functional stakeholders. Apply data analysis techniques to identify root causes and develop solutions. - Proactively manage risks related to data quality, timing, and report quality, partnering with the Product team for process automation. Use SQL and BI tools to monitor data integrity and mitigate risks. - Oversee daily work assignments and priorities, ensuring goals, key performance objectives, and SLAs are consistently met. Utilize data analysis to optimize workflows and improve efficiency. - Lead and manage ad hoc initiatives and projects, driving implementation of changes and ensuring sustainability. Employ data-driven insights to guide project direction and outcomes. - Cross-train and provide backup for other BAU processes (e.g., Model Management) to ensure coverage and continuity. Use data analysis to identify potential gaps and ensure seamless operations. **Qualifications Required:** - Minimum 5 years of experience in building processes and managing cross-functional projects within the financial services or investment management industry. - Strong proficiency in data analysis, with the ability to interpret complex data sets and provide actionable insights. Experience using modern BI tools such as Tableau, Power BI, or similar platforms to visualize and analyze data trends. - Advanced skills in SQL for querying, analyzing, and managing large data sets. Ability to write complex SQL queries to extract and manipulate data for reporting and decision-making purposes. - Strong analytical and problem-solving skills, with the ability to think critically and strategically to address operational challenges and improve processes. - Proven ability to work collaboratively across teams and lead initiatives that require coordination with multiple stakeholders. - Demonstrates a strong sense of ownership and accountability for all tasks and projects. - Comfortable with change and ambiguity, with a willingness to learn and adapt to new technologies and methodologies.,
