Senior Associate – Platform Management & Operations

About 55ip | J. P.

Morgan Fin Tech Company:

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, such as Black Rock and J.P. Morgan, we’ve experienced breakthrough growth over the last year. Today, over 300 financial advisor firms with $300 billion in assets (and counting) are using 55ip.

If we look a little different, it’s because we are. We’re entrepreneurs, product pros, investment scientists, and customer advocates who aim to deliver an exceptional experience—and have fun doing it. Like lots of companies, we’ve got a deep bench of smart, talented, creative people, but our superpower is something else: hustle. That extra push when others would quit, that new approach nobody else has tried, that ability to thrive at 30,000 feet or dig into the details—and to do it all with humility, empathy, and respect. As we enter an exciting new chapter as a separately-branded subsidiary of J.P. Morgan, we’re looking for top talent—with hustle—to join us on our path to becoming an industry standard. More at https://55-ip.com/

Role Overview

We are seeking a hands-on Senior Associate to execute daily Middle Office Platform Operations & Implementation activities. This role is responsible for the accurate and efficient execution of client reporting, business analysis with Data Warehouse, and portfolio implementation processes for our investment management Fin Tech Platform. The ideal candidate has direct experience in middle office operations, is highly skilled in data analysis, and can leverage BI and AI tools to drive operational improvements.

Key Qualities

• Ownership & Accountability: Takes responsibility of deliverables and drives solutions to completion.

• Analytical & Process-Oriented: Strong with data, able to dissect end-to-end workflows, spot inefficiencies, and implement improvements.

• Business Automation Mindset: Skilled in automating manual processes using scripts, BI, and AI tools.

• Utility Player: Comfortable shifting between data analysis, process review, and hands-on operational execution.

• Collaboration & Communication: Works seamlessly across client teams, business, technology; communicates clearly with all stakeholders.

• Adaptability: Adapts to change in a high-growth environment.

Key Responsibilities

• Middle Office Investment Management Operations

Execute daily operations for client reporting, business oversight, and portfolio implementation.

• Review and reconcile portfolio implementation to ensure quality and timeliness (e.g., validating client inputs to align with portfolio operations outcomes).

• Maintain and improve business processes for accuracy, efficiency, and scalability.

• Data Analysis & Automation:

Use SQL for querying, analyzing, and managing large data sets. Ability to write SQL queries to extract and manipulate data for reporting and decision-making purposes.

• Use BI tools (such as Tableau or Power BI) to analyze data, generate reports, and find trends or issues.

• Implement automation solutions and AI tools to streamline workflows and reduce manual tasks.

• Issue & Risk Management:

Investigate and resolve operational issues, perform root cause analysis, and implement preventive controls.

• Proactively manage risks related to data quality and process execution.

• Cross-Functional Collaboration:

Work closely with Technology, Product, Operations, and external vendors to deliver high-quality client outcomes.

• Communicate clearly with both technical and non-technical teams.

Qualifications

• 8 - 10 years of hands-on experience in middle office operations within investment management or financial services.

• Advanced SQL skills and hands-on experience with BI tools such as Tableau, Power BI, or similar platforms.

• Proven experience implementing business process automation or using AI tools to improve operations.

• Strong analytical and problem-solving skills with high attention to detail.

• Excellent written and verbal communication skills.

• Ability to manage multiple priorities in a fast-paced environment.