Join Us at 55ip & Help the Wealth Management Industry Move Forward
Working at 55ip, a separately branded subsidiary of J.P. Morgan, means standing at the intersection of finance and technology—and at the cutting-edge of wealth and asset 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-, New York-, and Mumbai-based teams have built and brought to market a tax-smart investment strategy engine, portfolio trading and rebalancing, and advisor transition services, all delivered through an intuitive experience and intelligent automation. Driven by strategic partnerships with world-class wealth and asset management firms, we’ve experienced breakthrough growth over the last two years. Today, over 400 financial advisor firms have trusted over $100 billion in assets under supervision with 55ip.
As 55ip continues its rapid growth trajectory, we are on the path to managing over $1 trillion in assets under supervision (AUS) by 2030. This scale brings significant challenges and opportunities, including supporting exponential increases in accounts, net flows, revenue, and pre-tax income. Our technology platform must evolve to handle this growth, ensuring robust performance, reliability, and automation for tax-smart investing portfolios across diverse product mixes and client segments.
Software Engineer III
55ip’s Quantitative R&D team is looking for a software engineer to help develop and grow our quant platform that provides end-to-end capabilities of a large scale historical & forward-looking simulation framework. The candidate will work with quant teams to design and implement technical solutions of quality and scale. The ideal candidate has a background in full stack software development built on cloud-native systems with exposure to building back testers, simulation engines, and large volumes of data. Candidates are motivated, problem solvers, team players, and effective developers who want to make a big impact.
Responsibilities
- Build high-performance cloud-based web application solutions to support quantitative research capabilities: back testing, simulations, machine learning, and other advanced analytics & algorithms
- Produce & maintain architectural & workflow diagrams.
- Work with product managers to set team priorities and deliverables.
- Participate in hands-on development to expedite finding resolutions.
- Participate in agile development team practices.
- Accountable for highest code quality, best practices, and standards.
- Perform code reviews ensuring quality meets the highest level of standards.
- Provide support during testing and post go-live to internal stakeholders.
- Work closely with quantitative researchers & developers to understand business requirements
- Collaborate with technology teams, to share common practices and develop firm-wide solutions of highest quality & scale.
Requirements
- Proficiency in Python, Pandas, Polars, GitHub/Bit-Bucket, Jenkins, Jira, and PostgreSQL.
- Strong experience with AWS cloud services, such as EC2, EKS, RDS, ElastiCache, S3, Lambda, Secrets Manager, CloudWatch
- Experience with Django, Redis, and React
- Clear understanding of OOP and software design constructs within a Python context.
- Strong understanding and experience in all aspects of software development lifecycle
- Solid understanding of agile methodologies such as CI/CD, application resiliency, and security
- 6 years of experience in relevant software development
- Bachelor’s degree (or equivalent) in Computer, Electronic or IT Engineering.
- Excellent communication (written and oral) and presentation skills.
- Ability to work with quant researchers, developers, and portfolio analysts to understand requirements.
- Strong attention to detail, pride in delivering high quality work and willingness to learn
Preferred Qualifications
- Experience with Terraform
- AWS certifications
- Exposure to financial capital markets data and trading applications, working with investment data
- Experience with project workflow tools such as Jira in an Agile-Scrum environment
- Knowledge of Linux