More jobs:
Asset Management – Tax-Smart Portfolio Manager – Vice President
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-11
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Manager
Job Description & How to Apply Below
The Tax-Smart team within Customized Managed Account Solutions is partof J.P. Morgan Asset Management (JPMAM) is a high growth team managing over $50B in AUM across active and passive tax-aware strategies, including long-short strategies, unified managed accounts (UMAs), active strategy tax-overlay, and passive direct-indexing. As a Tax-Smart Portfolio Manager – Vice President, you will focus on partnering with research teams to build, implement and oversee tax managed investment strategies.
Yourresponsibilities will include:
- Daily portfolio management tax-aware separately managed account (SMA) portfolios, with the dual mandate of tracking investment objectives while generating tax benefits for clients.
- Ongoing oversight of portfolio and strategy level performance and attribution
- Translating research into actionable and investable systematic investment processes and portfolios
- Partnering with technology, research, product and client teams to design, build and improve scalable investment platforms
- 6-8 years of full-time relevant work experience
- Strong data and analytical skills
- Experience with portfolio optimizers and risk models
- Detail oriented and process driven
- Strong communication skills
- Experience with long-short investing, UMA and/or tax managed optimizations
- Familiarity with separately managed accounts
- MBA, CFA and/or equivalent
- Python skills for analytics and process improvements
- Familiarity with separately managed accounts
- MBA, CFA and/or equivalent
- Python skills for analytics and process improvements
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×