JPMorganChase · 9 hours ago
Asset Management - 55ip Portfolio Oversight - Associate
Boston, MA
Full-time
Onsite
Entry Level
$113K/yr - $160K/yr
3+ years expJPMorganChase is a leading financial institution that offers innovative financial solutions. The Portfolio Oversight Associate will be responsible for the day-to-day oversight of 55ip’s portfolio implementation platform, focusing on client portfolio investment and tax outcomes while collaborating with various teams and external partners.
Asset ManagementBankingFinancial Services
Responsibilities
Analyze and review client portfolio trade orders, ensuring alignment with intended investment and tax outcomes
Produce, analyze, and support presentation of periodic platform-level portfolio oversight reporting
Conduct ad-hoc client and internal analyses related to client portfolio investment and/or tax-management outcomes
Develop a practical expertise of 55ip’s tech-enabled portfolio implementation and tax management capabilities and be able to provide support and develop solutions for internal teams, external partners, and clients
Partnering internally across Quantitative R&D, Product, Tech, Ops, and Client Facing teams
Support the error correction process, providing analysis and oversight of error remediation action
Qualification
Required
Bachelor's degree in finance or economics
3+ years of experience in an Investment and/or Wealth Management environment, particularly with a focus on client portfolio implementation, investment oversight/governance, and/or wealth management platform/tech experience
Passion for financial markets and technology in the asset and wealth management industry
Understanding of ETFs, mutual funds, model-portfolios, separately managed accounts, and direct indexing
Knowledge of basic statistics and quantitative analysis method, strong Excel skills
Strong data analysis and visualization skills
Excellent verbal and written communication skills
Strong attention to detail with the ability to conceptualize and learn complex financial data
Ability to manage multiple projects and work well under pressure while handling large workloads and short timelines
Ability to work cooperatively and collaboratively with all levels of employees and management
Ability to work effectively in a highly collaborative, team-oriented environment
Preferred
Demonstrated interest and/or progress towards CFA designation preferred
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2025-12-19
2025-12-12
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