Job Description

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Responsibilities:

• Manages all functions related to SMA operations and serves as a primary liaison and client service team.
• Supports the manager in the daily management of the business.
• Onboard new SMA/RIA Advisors in collaboration with client servicing team in US.
• Complete daily and month end related tasks. -
• Provide feedback for process improvements.
• Develop and implement trade generation procedures. - SOP's
• Help design and implement quality control measures to mitigate risks.
• Manage and track custom request by clients
• Handling ad-hoc request for reporting and trade request.
• Manage issue logs for all technical issues faced during trade generation and track for timely resolutions.

Skills & Experience:

• More than 3-5 years of experience in Hedge Fund Operation, Wealth Management or SMA Financial Operations. Good understanding of financial products and their market relevance.
• Bachelor's Degree or Master's in Finance. CFA/CPA degree would be an addon advantage.
• Knowledge of P&L Reconciliation and accounting.
• Understanding of the front to end execution of Trade cycle.
• Ability to interact with offshore offices independently.
• Interface with Operations on trade booking, fail management, exception processing, and ad hoc queries.
• Contribute to/create material to be used for discussions, presentations, and training.
• Excellent Communication Skills and Good excel proficiency.
• Analytical skills: The candidate must be highly analytical with experience in using objective data to drive strategic recommendations. Experience of collecting, analysing, and synthesizing large data and complex data sets using commonly available tools (e.g., Excel, Access) is essential.
• Flexibility - the scope of the role is limited only by the capacity of the individual to add value. Flexibility of thought and a willingness to engage in a wide range of issues at all levels of detail will be vital.
• Strong communication & interpersonal skills and ability to explain protocol and processes to the team.

About 55ip

55ip, LLC is a leading investment science and technology firm. Its team of prominent academic researchers, investment experts and financial technology professionals have developed a proprietary investment technology platform that empowers advisors and wealth managers the ability to deliver better outcomes for clients.

The 55ip platform helps partner firms design investment strategies, educate clients, and streamline management of portfolios of ETFs and other passive building blocks. The firm's tax technology makes tax optimization more accessible, easier to implement and more effective than traditional methods to deliver better after-tax returns for investors. More information is available at

About Us:

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

About the Team: J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.