Asset Management - 55ip Portfolio Oversight - Associate

Location: Boston, MA, United States

Job Family: Business Support

About the Role

J.P. Morgan Asset Management is a leading global asset manager with a rich heritage of excellence in investment solutions. As an Associate in the 55ip Portfolio Oversight team based in Boston, MA, you will play a pivotal role in supporting our innovative 55ip business unit, which leverages cutting-edge quantitative strategies to deliver data-driven investment outcomes for institutional and retail clients. This position offers a unique opportunity to contribute to the oversight of sophisticated portfolios, ensuring robust performance monitoring, risk management, and operational integrity in a collaborative, high-impact environment. You will work closely with portfolio managers, quantitative researchers, and technology experts to uphold the highest standards of investment excellence at J.P. Morgan Chase. In this role, your primary focus will be on monitoring portfolio exposures, validating investment models, and generating insightful analytics to support decision-making. You will analyze performance metrics, identify potential risks, and recommend enhancements to portfolio construction processes, all while adhering to stringent regulatory and compliance frameworks. The 55ip team, known for its proprietary signal-based approach to active management, relies on your expertise to bridge quantitative innovation with practical oversight, helping to optimize returns while managing volatility in diverse asset classes such as equities, fixed income, and alternatives. J.P. Morgan Chase values a culture of inclusion, innovation, and professional growth, providing Associates with access to world-class resources and mentorship opportunities. This position is ideal for a motivated professional passionate about financial markets and technology-driven investing, offering exposure to senior leaders and the chance to influence strategic initiatives within one of the world's largest asset managers. Join us in Boston to advance your career while contributing to client success and the firm's legacy of trust and reliability in the financial services industry.

Key Responsibilities

• Monitor and oversee 55ip investment portfolios to ensure alignment with client objectives and risk parameters
• Conduct regular performance analysis and attribution reporting for portfolio managers and stakeholders
• Collaborate with quantitative analysts to validate model outputs and investment signals
• Identify and mitigate operational risks in portfolio construction and execution processes
• Ensure compliance with internal policies, SEC regulations, and industry best practices
• Support the development and implementation of portfolio oversight frameworks and tools
• Liaise with technology teams to enhance data integration and reporting capabilities
• Prepare detailed reports and presentations on portfolio health for senior management
• Assist in client portfolio reviews and respond to ad-hoc inquiries from investment teams
• Contribute to process improvements aimed at increasing efficiency in asset management operations

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Minimum of 3 years of experience in asset management, portfolio oversight, or investment operations within the financial services industry
• Strong understanding of investment strategies, portfolio management principles, and risk assessment methodologies
• Proficiency in financial modeling and analysis tools, with experience in portfolio performance evaluation
• Excellent analytical skills and attention to detail to ensure compliance with regulatory standards
• Ability to work collaboratively in a fast-paced environment with cross-functional teams
• Series 7 and/or Series 66 license or equivalent certifications preferred for regulatory compliance

Preferred Qualifications

• Advanced degree (MBA or Master's in Finance) with a focus on asset management
• Experience working with quantitative investment platforms or algorithmic trading systems
• Familiarity with 55ip's proprietary technology and data-driven investment processes
• Prior exposure to ESG (Environmental, Social, and Governance) factors in portfolio oversight
• Demonstrated project management experience in financial services operations

Required Skills

• Financial analysis and modeling
• Portfolio management and optimization
• Risk assessment and mitigation
• Data analytics and visualization (e.g., Excel, Tableau)
• Knowledge of investment regulations (SEC, FINRA)
• Quantitative analysis skills
• Attention to detail and accuracy
• Strong communication (written and verbal)
• Problem-solving and critical thinking
• Team collaboration and stakeholder management
• Proficiency in financial software (e.g., Bloomberg, FactSet)
• Project management methodologies
• Adaptability in dynamic environments
• Ethical judgment and compliance awareness
• Time management and prioritization

Benefits

• Competitive base salary and performance-based annual bonus
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for advanced education
• Employee stock purchase plan and access to financial wellness resources
• On-site fitness centers and wellness programs at JP Morgan Chase locations
• Hybrid work flexibility and relocation assistance for qualifying roles

JP Morgan Chase is an equal opportunity employer.