Tax-Smart SMA/UMA Portfolio VP - Strategy & Analytics
JPMorgan Chase & Co.
A leading financial services firm is seeking a Tax-Smart Portfolio Manager – Vice President in New York. The ideal candidate will manage tax-aware investment strategies, focusing on daily portfolio management and performance oversight. Responsibilities include partnership with research teams to implement systematic investment processes. Candidates should possess 6-8 years of relevant experience, strong analytical capabilities, and an MBA or CFA. This is a unique opportunity to work in a high-growth environment. #J-18808-Ljbffr JPMorgan Chase & Co.
- ...The Tax‑Smart team within Customized Managed... ...passive tax‑aware strategies, including long‑short... .... As a Tax‑Smart Portfolio Manager – Vice President... ...managed account (SMA) portfolios, with... .... Strong data and analytical skills. Experience... ...‑short investing, UMA and/or tax‑managed...TaxFull timeWork experience placement
- ...Description The Tax-Smart team within... ...passive tax-aware strategies, including long-short... ...indexing. As a Tax-Smart Portfolio Manager – Vice... ...managed account (SMA) portfolios, with... ...~ Strong data and analytical skills ~ Experience... ...-short investing, UMA and/or tax managed...TaxFull timeWork experience placement
- CFA Institute in New York is seeking a Tax-Smart Portfolio Manager - Associate to oversee tax-managed investment strategies. The position involves daily portfolio management... ...of relevant experience and strong data and analytical skills. Additional qualifications include...Tax
- Job Description The Tax-Smart team within... ...passive tax-aware strategies, including long-short... ...indexing. As a Tax-Smart Portfolio Manager -... ...managed accounts (SMA) portfolios, with... ...Strong data and analytical skills. Experience... ...-short investing, UMA. Experience with...TaxFull timeWork experience placement
- JPMorgan Chase is seeking a Tax-Smart Portfolio Manager - Associate in New York. You will manage tax-aware portfolios, ensuring the alignment... ...possesses 2-5 years of relevant experience, strong analytical skills, and effective communication abilities. A competitive...Tax
- ...Equity Quantitative Investment Analyst / VP to join its innovative Equity Portfolio Management team. The role requires strong analytical skills, advanced programming proficiency... ...quantitative insights to investment strategies. The position offers a competitive rewards...
- ...Product Manager, Vice President to shape portfolio construction and retirement planning... ...responsibilities include developing product strategy, managing market research, and ensuring... ...of experience, and strong skills in data analytics and cross-functional collaboration. #J-...
$150k - $200k
...Blue Owl Capital Holdings LLC is looking for a portfolio strategist to join their Global Portfolio Solutions & Strategy team in New York. This role focuses on enhancing the growth of the Real Assets platform and involves close collaboration with the private wealth sales...- ...investing across public fixed income strategies including rates, currency,... ...collaboration between portfolio managers, research analysts,... ...team is a premier provider of tax‑exempt investment solutions,... ...‑driven environment. Strong analytical and problem‑solving skills, particularly...TaxShift work
- ...York, is seeking a Vice President, Assistant Portfolio Manager to oversee fund-level financial performance and portfolio strategy. This key leadership role includes... ...and joint venture structures, with strong analytical skills and experience in investor-facing roles...
$200k - $300k
...is a rare opportunity to be the CEO's analytical right hand: the person who takes a messy... ...queries and analysis you’ve built. The VP of Strategy and Analytics will report to the CEO and... ...a team, or become the person who owns portfolio analytics for the company. Either direction...Full timeWork at officeRemote workFlexible hours$117.44k - $176.16k
Business Analytics Lead Analyst, VP - Product & Portfolio Analytics | USCC Partnership Cards Job Req Id: 26969088 Location(s): Atlanta, Georgia, United... ...product capabilities, and influences retailer promotion strategies through store‑ and department‑level performance...Full timeWork experience placementWork at officeLocal area- ...Card team, responsible for shaping and executing cross-portfolio spend and lend strategies and promoting capabilities that accelerates growth, deepens... .... You will operate at the intersection of product, analytics, risk, finance, and delivery, translating insights into...
- ...Group, located in New York, is looking for an experienced ETF Portfolio Manager to oversee their diverse portfolio of Exchange-Traded... ...portfolio management, particularly with ETFs, along with strong analytical skills and attention to detail. A proficient understanding of...
- Dormont Manufacturing Co is seeking a Vice President - Portfolio Specialist & Client Strategy for its New York office. This hybrid role supports institutional services and strategies, partner with portfolio managers, and drive client engagement across global strategies...Work at office
- Citibank (Switzerland) AG is seeking a Portfolio Consultant Vice President in New York, who will identify investment opportunities and manage implementation strategies for clients. This role involves close collaboration with Financial Advisors to optimize tailored investment...
- VP of Credit Risk & Analytics - US (Remote) Why This Role Matters At Greenbox Capital... ...credit decisions, manage portfolio performance, and drive... ...full credit lifecycle— from strategy and pricing to portfolio... ...- Health, dental, vision Smart, Supportive Teammates - Work...Remote workFlexible hoursShift work
$81.4k - $151.8k
Hispanic Alliance for Career Enhancement is seeking a VP, Risk Portfolio Control in New York. This role entails production, analysis, and communication... ...services, a degree in a relevant field, and strong analytical skills. The position offers a salary range of $81,400 to $15...$140k - $200k
PowerToFly is seeking a Vice President - Portfolio Specialist & Client Strategy located in New York. This hybrid role involves supporting institutional clients through effective investment strategies, managing client relationships, and leading content development. The...- ...Vice President, Credit Risk, Data Science, Analytics & Strategy About the Company A fast-growing SMB finance business scaling ML-driven... ...is pivotal in scaling ML-driven decisioning to ensure that portfolio insights are directly translated into automated offers,...
- ...Equity Quantitative Investment Analyst / VP for its Wealth Management team. You will... ...quantitative research to enhance investment strategies. Ideal candidates will have 6-10 years of... ...The position includes collaboration with portfolio managers and a focus on compliance and...
- JPMorgan Chase & Co. is seeking a Tax-Smart Portfolio Manager - Associate to collaborate with research teams in overseeing tax-managed investment strategies. The role requires 2-5 years of experience, where you'll manage portfolios focused on tracking investment objectives...Tax
- Citi is seeking a Business Analytics Lead Analyst to drive product and portfolio analytics for key co-brand partnerships. This role will provide actionable insights to enhance credit penetration and optimize customer journeys across various touchpoints. The ideal candidate...Work at office
- Horizon Media is seeking a VP of Analytic Insights in New York City to lead a team in developing solutions for analytics and campaign performance... ...effectively with clients, and leveraging digital media strategy knowledge. With 10-15 years of experience required,...
$225k - $250k
...serviceCadent Platform portfolio,coveringAudience, Identity... ...product lines.The VP willbe responsible forinfluencingour... ...in steering our growth strategy through market... ...Decisions :A strong analytical mindset and the ability... ...phone and WiFi stipend Pre-tax commuter benefits...TaxTemporary workSummer workFlexible hoursShift work$140k - $285k
...seeking an experienced quantitative risk professional to lead an analytics team responsible for the development and daily operations of the portfolio risk platform supporting the Multi-Asset Systematic Strategies (MASS) portfolio management team within Fidelity’s...Full time$219k - $249.9k
...Alternative Renewable Energy team in New York. The role focuses on tax equity transactions within renewable energy sectors, including wind and solar. The Senior Manager will oversee underwriting and portfolio management, mentoring less experienced analysts. Candidates...Tax- ...all underpinned by a global analytics platform shared across teams... ...role in shaping and executing strategy and automation across GFICC asset... ...expert for traders and portfolio managers, providing data-driven... ...knowledge of algorithmic execution, smart order routing, and the...
$170k - $300k
The Portfolio Construction & Analytics Americas team is an integrated and active contributor to the best thinking... ...areas of the CIO Office (Portfolio Strategy & Portfolio Advisory) to translate... ...overlays, liquidity sequencing, and tax‑aware implementation consistent with...TaxWork at office- ..., and mission alignment of a portfolio of affordable housing communities... ..., and repositioning strategies—overseeing assets from due diligence... ...Analyze exit strategies and tax implications, including LIHTC... ...financial modeling and analytical skills (operating performance...Tax
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