55ip is a financial technology company whose purpose is to break down barriers to financial progress. Wealth management enterprises and financial advisors use 55ip’s tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip’s intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients.
The 55ip Portfolio Oversight team manages and oversees 55ip’s portfolio implementation and tax management capabilities across ETF/Mutual Fund model portfolios, unified managed accounts (UMAs), and active SMAs. 55ip is a tax management-focused investment technology platform powering over $130B in assets and is part of J.P.
Morgan Asset Management’s Customized Management Account Solutions business.
As a (junior) Vice President, Portfolio Oversight, you will oversee the day-to-day execution and governance of client portfolios on the 55ip platform, with a focus on delivering intended investment and tax outcomes at scale. You will serve as a subject matter expert and partner closely with Product, Technology, Quantitative Research & Development, Operations, and client teams to support reporting, analysis, platform enhancements, and strategic initiatives.
- Oversee day-to-day implementation of tax-optimized client portfolios, ensuring consistent, scalable processes that balance investment objectives and tax outcomes
- Provide ongoing oversight of the portfolio implementation and tax-management platform, identifying enhancement opportunities and partnering with Technology, Research, Product, Operations, and client teams to improve systematic processes and controls
- Produce, analyze, and present platform-level oversight reporting (e.g. implementation quality, tax outcomes, drift, risk exposures) to internal stakeholders and enterprise clients
- Conduct ad hoc analyses related to portfolio implementation, tax outcomes, and client-specific constraints, translating findings into actionable recommendations
- Maintain practical expertise in 55ip’s implementation solutions, proprietary optimizer, and offering set across supported businesses and account types
- Partner cross-functionally with Quantitative R&D, Product, Technology, Operations, and client-facing teams to support new features, onboarding, issue resolution, and strategic initiatives
- 6+ years experience in an Investment and/or Wealth Management environment, particularly with a focus on SMA portfolio management, investment oversight/governance, quantitative investment solutions, and/or wealth management platform/tech experience
- Strong data and analytical skills
- Strong understanding of ETFs, mutual funds, model-portfolios, separately managed accounts, unified managed accounts/households, and tax management strategies (e.g. tax loss harvesting, wash sale rule, portfolio transitions, gains budget)
- Familiarity with portfolio optimization and implementation toolsets (e.g., optimizers, risk models, rebalancing frameworks, tax-lot methodologies, market data solutions)
- Strong verbal and written communication skills
- Ability to work effectively in a highly collaborative, team-oriented environment
- CFA (or substantial progress toward CFA)
- Experience applying analytics and automation (e.g., Python, scripting, AI/low-code tools) to improve reporting, controls, and process efficiency.