Asset Management - Tax-Smart Portfolio Manager - Vice President

The Tax‑Smart team within Customized Managed Account Solutions is part of J.P. Morgan Asset Management (JPMAM) and manages 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 partner with research teams to build, implement, and oversee tax‑managed investment strategies. Responsibilities Daily portfolio management of 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. Required qualifications, capabilities and skills 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. Preferred qualifications, capabilities and skills Familiarity with separately managed accounts. MBA, CFA and/or equivalent. Python skills for analytics and process improvements. Equal Opportunity Employer We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. #J-18808-Ljbffr