Asset Management - 55IP Platform Management Associate - Associate

JPMorgan Chase • Boston, MA

71d • $113,000 - $160,000

About The Position

Join Us at 55ip & Help the Wealth Management Industry Move Forward. Working at 55ip means standing at the intersection of finance and technology-and at the cutting-edge of wealth management. We've been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering intuitive experience and intelligent automation. Driven by strategic partnerships with world-class asset management firms, we've experienced breakthrough growth over the last year. Today, over 450 financial advisor firms with $1 trillion in discretionary assets (and counting) are using 55ip.

Requirements

• Strong work ethic and a desire to work in a fast-paced environment
• Exceptional organizational capabilities, attention to detail, and analytical skills
• Strong project management skills, with the ability to manage multiple projects simultaneously and meet deadlines
• Excellent written and verbal communication skills
• Proficiency in Excel, PowerPoint, and LLM tools
• Ability to work cooperatively and collaboratively with all levels of employees and management
• Experience in management support and strategic planning in a financial services or investment management context
• Understanding of ETFs, mutual funds, model-portfolios, separately managed accounts, and direct indexing

Responsibilities

• Serve as a key contributor to the Platform Management Team, supporting the effective operation and governance of the business platform
• Lead and support operational projects, ensuring timely delivery and clear communication with stakeholders
• Design processes and operating models, and assist in documentation of policies, procedures and controls
• Partner with Control, Risk, Compliance, and Legal teams to enhance the control environment, ensure regulatory and policy adherence, and deliver on issue action plans
• Assist with contract management, including review and oversight of client agreements, enterprise contracts, and vendor agreements
• Coordinate and manage updates to platform disclosures, ensuring accuracy and compliance with regulatory standards
• Coordinate audit activities, including preparation, documentation, follow-up on findings, and collaboration with auditors and internal control functions for business reviews and exams
• Manage multiple priorities in a fast-paced environment, demonstrating strong organizational and problem-solving skills

What This Job Offers

• Job Type: Full-time
• Industry: Credit Intermediation and Related Activities