Asset Management (55ip) Portfolio Oversight - Vice President
On-siteBoston, Massachusetts, United States
Job Summary
Oversee day-to-day execution and governance of tax-optimized client portfolios on the 55ip platform, ensuring consistent, scalable processes that balance investment objectives and tax outcomes. Produce, analyze, and present platform-level oversight reporting on implementation quality, tax outcomes, drift, and risk exposures to internal stakeholders and enterprise clients. Conduct ad hoc analyses related to portfolio implementation and client-specific constraints, translating findings into actionable recommendations. Partner cross-functionally with Quantitative R&D, Product, Technology, Operations, and client-facing teams to support new features, onboarding, issue resolution, and strategic initiatives. Serve as a subject matter expert in 55ip's implementation solutions and proprietary optimizer to drive platform enhancements and systematic process improvements.
Required Qualifications
- 6+ years experience in an Investment and/or Wealth Management environment
- experience with a focus on SMA portfolio management
- investment oversight/governance
- quantitative investment solutions
- 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
- tax management strategies
- Familiarity with portfolio optimization
- implementation toolsets
- Strong verbal and written communication skills
- Ability to work effectively in a highly collaborative, team-oriented environment
Desired Qualifications
- 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
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