Tax-Smart Portfolio VP: Tax-Aware SMA/UMA Leader
JPMorgan Chase & Co.
A leading global financial services firm is seeking a Tax-Smart Portfolio Manager – Vice President to manage tax-aware investment strategies with a focus on portfolio performance and client benefits. The role requires 6-8 years of relevant experience, strong analytical skills, familiarity with separately managed accounts, and proficiency in Python. This position offers the chance to work in a high-growth environment managing significant assets. The ideal candidate will drive investment processes and work closely with cross-functional teams. #J-18808-Ljbffr JPMorgan Chase & Co.
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- The Tax-Smart team within Customized Managed Account Solutions... ...active and passive tax-aware strategies, including... .... As a Tax-Smart Portfolio Manager - Vice President... ...separately managed account (SMA) portfolios, with the... ...long-short investing, UMA and/or tax managed...TaxFull timeWork experience placement
- ...Description The Tax-Smart team within Customized... ...and passive tax-aware strategies, including... .... As a Tax-Smart Portfolio Manager – Vice President... ...managed account (SMA) portfolios, with... ...-short investing, UMA and/or tax managed... ...and today we are a leader in investment banking...TaxFull timeWork experience placement
- Overview The Tax-Smart team within Customized Managed... ...and passive tax-aware strategies,... ...indexing. As a Tax-Smart Portfolio Manager - Associate... ...managed accounts (SMA) portfolios, with the... ...-short Investing, UMA Experience with tax... ...and today we are a leader in investment banking...TaxFull timeWork experience placement
- JPMorgan Chase is seeking a Tax-Smart Portfolio Manager - Associate to handle daily management of tax-aware accounts while generating tax benefits for clients. The role entails interacting with various teams to implement investment strategies and optimize client portfolios...Tax
- J.P. Morgan is seeking a Tax-Smart Portfolio Manager - Associate in New York. This role involves managing tax-aware portfolios, generating tax benefits for clients while achieving investment objectives. Candidates should have 2-5 years of relevant experience and strong...Tax
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- ...A mergers and acquisitions consulting firm is seeking a Vice President, M&A Tax to oversee deals and provide high-quality tax advice. The ideal candidate will have extensive experience in tax due diligence and deal structuring from a prestigious firm. This role offers...TaxRemote workFlexible hours
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A leading lifestyle brand collective is seeking a Vice President of Income Tax in New York. The ideal candidate will have at least 18 years of experience in tax, including public accounting and corporate tax, along with strong leadership abilities. You'll be responsible...Tax- ...Description The Tax-Smart team within Customized... ...and passive tax-aware strategies, including... .... As a Tax-Smart Portfolio Manager – Associate... ...managed accounts (SMA) portfolios, with the... ...-short Investing, UMA ~ Experience with... ...and today we are a leader in investment banking...TaxFull timeWork experience placement
- ...Vice President, Portfolio & Wealth Advisory About the Company Prominent financial services... ...strategies that align with client objectives. The VP will also be instrumental in facilitating... ...and proficiency in portfolio management, tax efficiency strategies, and alternative...Tax
$130k - $170k
...early 2000, now manages over $35 billion in assets. The VP of Portfolio and Wealth Advisory is a senior member of the Advisory team... ...with your clients' team of external advisors (e.g., attorneys, tax accountants, etc.) to deliver integrated advisory services...TaxTemporary workWork experience placementCasual workWork at officeRemote workFlexible hours$250k
...Vice President, Portfolio Valuations Chicago, IL; New York, NY; San Francisco, CA; Dallas... ...Valuations & Opinions Group, is an industry leader in the valuation of alternative and... ...related party transactions, and for general tax, accounting, litigation, and regulatory purposes...TaxCurrently hiringWork visaShift work- A leading global financial services firm is seeking a Vice President, Credit Officer, to manage credit risk for designated portfolios in New York. This role involves supporting credit decision-making, monitoring transactions, and liaising with stakeholders. The ideal candidate...
- A leading financial services firm in New York is seeking an experienced professional to manage multi-asset class investment models for ultra-high-net-worth clients. The ideal candidate has 6-8 years of investment-related experience, knowledge of wealth management platforms...
$120k - $210k
...Advisor, Financing and Portfolio Solutions, Vice President... ...Business Risk and Control leader supporting regulated... ...activities. The VP will act as a trusted advisor... ...eligibility for certain tax advantaged savings plans... ...everything we do, and smart, engaged employees are...TaxTemporary workFlexible hours$144.2k - $288.4k
...for 100+ million customers. Smart Health Journey (SHJ) is a member... ...clinical outreach. The SHJ Portfolio Lead is responsible for driving... ...is the critical bridge between VP+ business stakeholders and the... ...partnering with Portfolio Tech Leaders to ensure feasibility and traceability...Hourly payFull timeTemporary workLocal area- ...are created through collaboration between portfolio managers, research analysts, and traders.... ...Income team is a premier provider of tax‑exempt investment solutions, managing a comprehensive... ...and positioning the platform as a leader in municipal and fixed income investing....TaxShift work
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...Switzerland. Partners Group’s portfolio procurement program works... ...portfolio company procurement leaders. This individual will own the... ...coverage * 401k (Roth and pre-tax options) with company-match *... ...----------------- Please be aware, fraudsters may pose as...TaxFull timeImmediate startShift work$150k - $185k
The Portfolio Manager and Trader will join Neuberger’s Fixed Income Separately Managed Account Team and lead the taxable business. Neuberger... ...and guidelines Partner with Municipal Bond team in managing tax‑aware strategies Collaborate with Client Portfolio Managers,...TaxLocal areaShift work$125k - $175k
Quantinno Capital Management, located in New York, is hiring a Portfolio Strategist responsible for aligning client portfolios with their objectives. Candidates should have an undergraduate or master’s degree in finance or a related field along with 2-5+ years of experience...Tax- ...A boutique CPA firm is seeking a Business Tax Manager to lead a client portfolio and guide a team in a fully remote environment. You will have the autonomy to shape client relationships and technical quality while mentoring juniors. Candidates should have a CPA or EA...TaxRemote work
- ...career with us! The Implementation Leader is pivotal in ensuring... ...new phase of growth. Vista’s portfolio of technology and software companies... ...communities and is actively aware of their social and environmental... ...Number (SSN), banking/direct/tax details, etc. via email or any...TaxLocal area
$155k - $210k
About this role Vice President, Portfolio Management - Multi-Asset - Citi Portfolio Solutions... ...analysis requests from senior investment leaders and distribution partners. Preferred... ...in at least one asset class Familiar with tax management practices, including tax loss...TaxFull timeApprenticeshipWork at officeLocal areaWork from homeFlexible hours1 day per week- ...Time Type: Full time Worker Type: Employee VP, Private Company and EPL Claims Leader Location: USA -New York, NY and Chicago, ILL... ...Provide Analysis and insights into the Private Co claim portfolio, allowing company and underwriting leadership to manage...Full timePart timeWork at officeWork from home
- ...VP, Private Company and EPL Claims Leader Provide strategic leadership of the Claims team handling Private Company and EPL claims within Financial... ...Provide analysis and insights into the Private Co claim portfolio, allowing company and underwriting leadership to...Full timePart timeWork at officeWork from home
$163.88k - $273.13k
...VP, AI Innovation & Enablement Lead with Purpose, Unlock Your Team's Passion At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance... ...Job Overview Maintain strong awareness of the rapidly evolving AI ecosystem...Work from home
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