Investment Perf Manager - Lead Quant Operations Manager

JPMorganChase is one of the oldest financial institutions offering innovative financial solutions to consumers, businesses and prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands.
$150,000 - $250,000
Data
Staff Software Engineer
In-Person
5,000+ Employees
5+ years of experience
Finance

Description For Investment Perf Manager - Lead Quant Operations Manager

Join us at 55ip, a dynamic intersection of finance and technology, leading the wealth management industry. We're revolutionizing financial progress for advisors and their clients through our tax-smart investment strategy engine. As a Lead Quant Operations Analyst, you'll be crucial in developing fundamental investment algorithms and managing a high-performing team.

You'll work at the intersection of quantitative finance and technology, collaborating with investment management teams to ensure portfolios align with strategies while confirming organizational capabilities support the portfolio management process. Your role combines technical expertise with leadership, overseeing a team of five while managing critical documentation and procedures.

The position offers an opportunity to work with cutting-edge investment technology, supported by strategic partnerships with industry leaders like BlackRock and J.P. Morgan. You'll be part of a company managing over $28 billion in assets and serving 110+ financial advisor firms, positioned for continued growth and innovation.

Key aspects of the role include developing investment algorithms, managing team operations, ensuring audit compliance, and serving as a technical liaison between quantitative researchers and investment teams. You'll need to combine strong technical skills with leadership ability and deep understanding of financial markets.

This role is ideal for someone with both technical and financial expertise, looking to lead a team at the forefront of wealth management technology. You'll join a diverse team of entrepreneurs and experts, backed by J.P. Morgan's resources and stability, while maintaining the innovative spirit of a growing fintech company.

Last updated 2 minutes ago

Responsibilities For Investment Perf Manager - Lead Quant Operations Manager

  • Develop and manage a high-functioning five person Quant Operations team including mentoring, setting priorities, and backlog grooming
  • Deliver Quant's audit review related documentation and define standard operating procedures
  • Work with quantitative researchers and developers to support and streamline BAU processes
  • Analyze algorithmic trade suggestions and risk metrics to ensure alignment with investment thesis
  • Investigate research datasets for algorithms
  • Act as liaison with investment teams and external clients
  • Manage Quant Salesforce backlog and execute requests
  • Triage Quant Platform issues

Requirements For Investment Perf Manager - Lead Quant Operations Manager

Python
  • 5+ years applied experience in software engineering
  • Prior experience in asset management/trade oversight/portfolio management
  • CFA and/or FRM certification (or in progress)
  • Previous experience managing a small team
  • Experience with Salesforce
  • Excellent verbal and written communication skills
  • Strong attention to detail
  • Knowledge of basic statistics and strong Excel skills
  • Capable of querying/analyzing data using SQL, Excel, and Tableau
  • BS degree (MS is a plus) in accounting/finance/economics/statistics

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