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.
Job summary:
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.
Job responsibilities:
- 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
Required qualifications, skills and capabilities:
- 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
Preferred qualifications, skills and capabilities:
- 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.
ABOUT USJPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAMJ.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.
