Location: Boston, MA, United States

Portfolio Analyst

55ip’s Quantitative Research & Development (R&D) team is seeking a dedicated professional to support the team’s testing and operational needs. The ideal candidate will possess a strong understanding of market and portfolio data, with the ability to analyze and investigate investment outcomes. This role requires ensuring that portfolios are strategically aligned with investment strategies and perspectives, while also guaranteeing that organizational and infrastructure capabilities are robust enough to support the portfolio management process.

The successful candidate will be highly motivated, adept at problem-solving, and an effective team player eager to make a significant impact within the organization.

Responsibilities

• Collaborate with quantitative researchers and software developers to enhance investment algorithms and optimize research data. Facilitate the advancement of back-testing, simulation, and data visualization platforms to support strategic investment decisions. 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.
• Establish, execute, and oversee both historical and forward-looking simulations to ensure robust analysis and accuracy in investment strategies.
• Develop comprehensive analysis and visualization reports utilizing Excel, Tableau, and other advanced analytical tools to effectively communicate insights and support data-driven decision-making processes.
• Investigate and resolve inquiries and issues arising from trade operations and investment teams, ensuring seamless execution and alignment with strategic financial objectives.
• Collaborate closely with product management, portfolio managers, and technology teams to launch, refine, and test both existing and new investment strategies, ensuring alignment with market trends and organizational goals.
• Engage in governance practices to oversee and enhance investment methodologies, ensuring compliance with industry standards and optimizing performance outcomes.
• Utilize JIRA to efficiently manage and assign work items and issues, ensuring streamlined workflow and effective resolution within project timelines.
• Thoroughly document operational procedures, processes, and workflows to ensure clarity, consistency, and compliance across all financial operations.

Requirements

• Bachelor’s degree in Finance, Accounting, or Economics.
• Deep passion for financial markets and the investment management process.
• Strong attention to detail with the ability to conceptualize and comprehend complex financial data.
• Demonstrated interest in pursuing CFA and/or FRM certifications.
• Team player with a strong work ethic and a diligent, responsible personality.
• Collaborative nature, thriving on challenges in fast-paced, dynamic environments.
• Collaborative and cooperative approach with employees and management at all levels.
• Highest degree of integrity, motivation, and intellectual curiosity.
• Solid understanding of basic statistics, strong Excel skills, and quantitative capabilities.
• Ability to work with basic Python and statistical analysis.
• Proven ability to manage multiple tasks and work under pressure, handling large workloads and tight deadlines.
• Strong verbal and written communication skills.
• Proficient in Microsoft PowerPoint, Word.
• Proficient in investigating data issues using SQL.
• Familiarity with financial tools such as BarraOne, Factset, and Bloomberg is a plus.

 

About 55ip  

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. At the heart of the experience is 55ip’s ActiveTax® Technology, which includes tax-smart transitions, management, and withdrawals. 55ip is becoming the industry standard by connecting to platforms where advisors manage their client accounts, enhancing workflow and reducing the need to move the assets. More information is available at https://55-ip.com/ 

 

55ip’s Quantitative Research & Development (R&D) team is seeking a dedicated professional to support the team’s testing and operational needs.