Join Us at 55ip & Help the Wealth Management Industry Move Forward  

Working at 55ip means standing at the intersection of finance and technology—and at the cutting edge of wealth management. We’ve been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation. Driven by strategic partnerships with world-class asset management firms, such as BlackRock and J.P. Morgan, we’ve experienced breakthrough growth over the last year. Today, over 300 financial advisor firms with $300 billion in assets (and counting) are using 55ip.  

If we look a little different, it’s because we are. We’re entrepreneurs, product pros, investment scientists, and customer advocates who aim to deliver an exceptional experience—and have fun doing it. Like lots of companies, we’ve got a deep bench of smart, talented, creative people, but our superpower is something else: hustle. That extra push when others would quit, that new approach nobody else has tried, that ability to thrive at 30,000 feet or dig into the details—and to do it all with humility, empathy, and respect. As we enter an exciting new chapter as a separately-branded subsidiary of J.P. Morgan, we’re looking for top talent—with hustle—to join us on our path to becoming an industry standard.  

JOB TITLE  

Business Intelligence Associate 

55ip is looking for a self-motivated and dynamic Associate to help scale the firm’s reporting and analytics capabilities. The candidate will be responsible for working with 55ip partner teams (such as Distribution, Operations and Product) to build reports and dashboards that put insightful, business-driven metrics in the hands of stakeholders and fuel data-driven decision making across all levels of 55ip. The ideal candidate has prior experience as a Data Analyst or Business Intelligence Analyst in the financial services or FinTech space with a demonstrated ability to (1) translate business requirements into meaningful metrics and insights, (2) create and maintain scalable reporting frameworks using data tooling (Python, SQL, Tableau etc.) and (3) introducing automation to manual processes to enhance efficiency and reduce risk.

Responsibilities

Develop and support reporting of key performance indicators (KPIs) to track progress towards 55ip’s corporate objectives Build, maintain and enhance dashboards providing business-driven metrics to 55ip internal stakeholders Serve as the main liaison with internal teams to elicit, document, and prioritize reporting requirements, ensuring solutions align with business objectives and stakeholder needs Prepare and present ad-hoc client and internal analyses to stakeholders relating to client, operational or technology performance metrics Collaborate cross-functionally to identify and streamline redundant reporting or operational processes, introducing automation and efficiencies where possible Perform trend analysis and advanced data exploration to drive client prospecting, deliver asset growth and pinpoint areas for operational improvement  Ensure insight accuracy, consistency and integrity across all reporting and analytics deliverables

Qualifications

Bachelor’s degree in a quantitative field (Finance, Economics, Engineering, Statistics etc.) Experience building reports and dashboards using BI tools (Tableau (strongly preferred) or Qlik Sense/Power BI/Looker etc.) Experience querying (e.g., SQL) and analyzing (e.g., Python) large amounts of data for ad-hoc and structured analyses Strong verbal and written communication skills, with the ability to explain complex data concepts to non-technical stakeholders Demonstrated adaptability and eagerness to learn new tools, technologies, and business processes Financial Services/Fintech experience preferred. Understanding of ETFs, mutual funds, model-portfolios, separately managed accounts, and direct indexing is a plus  Experience building data pipelines and working knowledge of ETL/ELT tooling is a bonus

Location

Bengaluru or Mumbai, India

About 55ip  

 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. At the heart of the experience is 55ip’s ActiveTax® Technology, which includes tax-smart transitions, management, and withdrawals. 55ip is becoming the industry standard by connecting to platforms where advisors manage their client accounts, enhancing workflow and reducing the need to move the assets. More information is available at https://55-ip.com/