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.
- ...leading financial services firm is seeking a Tax-Smart Portfolio Manager - Vice President to manage tax-aware investment strategies. The role involves daily management of... ...managed account portfolios, requiring extensive analytical skills, and the ability to translate...Tax
- ...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... ...requires 6-8 years of relevant experience, strong analytical skills, familiarity with separately managed...Tax
- The Tax-Smart team within Customized Managed Account... ...passive tax-aware strategies, including long-... .... 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
- TwinThread is seeking a Tax-Smart Portfolio Manager - Vice President in New York, NY. In this role, you will manage tax-aware investment strategies, focusing on portfolio performance and tax benefits for clients. You should have 6-8 years of relevant experience, strong...Tax
- ...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
- Overview The Tax-Smart team within Customized... ...passive tax-aware strategies, including long-short... .... As a Tax-Smart Portfolio Manager -... ...managed accounts (SMA) portfolios, with... ...experience Strong data and analytical skills Experience... ...-short Investing, UMA Experience with tax...TaxFull timeWork experience placement
$185k - $200k
A leading global investment firm is seeking a Portfolio Specialist to join their Portfolio Strategy Group in New York City. In this role, you will be the primary... ...in the hedge fund industry along with strong analytical, interpersonal, and communication skills. A competitive...- JPMorgan Chase is seeking a Tax-Smart Portfolio Manager - Associate to handle daily management of... ...various teams to implement investment strategies and optimize client portfolios. The... ...5 years of experience, possess strong analytical skills, and have a background in portfolio...Tax
- ...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... ...- Health, dental, vision Smart, Supportive Teammates -...Remote workFlexible hoursShift work
- ...Experimentation Jobs is seeking a VP, Data to define and execute the data strategy across product, growth, and operations. This position involves leading a global data organization, focusing on analytics and data science to measure user behavior and product impact. The...
$185k - $200k
...returns for our clients across market cycles. Our strategies include Absolute Return, Multi-Strategy, Total Portfolio Management, and Public Real Assets. Job... ...excellence in prior endeavors. In addition to strong analytical and time management skills, the successful...Local areaFlexible hours- ...Vice President, Portfolio Research & Analysis 55ip's Quantitative... ...portfolio research, analysis, strategy validation, and operational enablement... ...investment objectives. The VP will drive rigorous... ...portfolio expertise with hands-on analytical capability and the leadership...
- ...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
$160k - $200k
Head of Portfolio Risk & Analytics page is loaded## Head of Portfolio Risk & Analyticslocations... ...intersection of investment strategy, data science, and... ...with direct indexing, tax-aware investing, and customization... ...as a diverse community of smart and caring people to deliver...Tax- ...Goldman Sachs Group is seeking an experienced professional for a portfolio analysis role in New York, NY. This position involves leading... ...5 years of relevant experience in asset management, strong analytical skills, and excellent communication abilities. The role offers...
$130k - $175k
...team. This role will focus on driving portfolio company value creation by providing strategic... ..., benefit plan designs, contribution strategies, stop loss structures and M&A... ...BX-EH proprietary solutions3. Portfolio Analytics* Serve as a trusted expert to BX-EH colleagues...Local areaFlexible hours$180k - $220k
...Holdings Corporation is seeking an Asset Manager to lead the management of client portfolios in New York. The role oversees various servicers and strategic initiatives, coordinating asset strategy and performance. Candidates should hold a college degree in finance and have...- ...financial institution is seeking a Vice President in Risk Management and Compliance based in Kentucky. In this role, you will drive portfolio analytics, enhance control measures, and collaborate with diverse teams to ensure data quality and improve reporting processes....
- ...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...
$125k - $250k
...Management in New York. You will lead quantitative and qualitative portfolio analysis, conduct portfolio modeling, and present data-driven... ...experience in asset management or investment banking, strong analytical skills, and excellent communication abilities. The expected...$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...- A leading global financial services firm in New York seeks a Portfolio Manager. You will design and manage security-level model portfolios... ...experience in portfolio management, including advanced data analytics skills and proven expertise in Excel and Python. Strong...
- ...Management team in New York, New York. This role involves monitoring portfolio risk, collaborating with investment teams, and enhancing... ...of 5 years in fixed income investment risk, and strong analytical skills. The position offers competitive salary and numerous benefits...
- ...actionable business plans and go‑to‑market strategies for senior business leaders to focus on... ...Strategy team, you will own a portfolio of revenue‑growth focused business intelligence... ...to use data‑driven and advanced analytical approaches to identify, prioritize and...
- ...Quantitative Research Analyst, you will join the Portfolio Analytics team within Wealth Management’s Chief... ..., advisors and institutions with strategies and expertise that span the full... ...Officer Portfolio Analytics group as a VP in New York! #J-18808-Ljbffr J.P. MorganBank staff
$175.75k - $235k
...We are looking for a talented Vice President to join The Chief Data and Analytics Office (CDAO) Strategy team at JPMorgan Chase. The CDAO is dedicated to positioning the firm as the leading data and AI-enabled financial services firm globally. Its mission is to set the...Work at office- ...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
$175k - $225k
...seeking an Associate / Vice President for the Investment Banking Strategy team in New York. The candidate will support strategic... ...include 4+ years in strategy or investment banking roles, strong analytical and communication skills, and proficiency in PowerPoint and Excel...$155k - $210k
About this role Vice President, Portfolio Management - Multi-Asset -... ...accurate portfolio data and analytics to support internal reporting... ...decisions. Partner with investment strategy, research, and CIO teams to... ...asset class Familiar with tax management practices, including...TaxFull timeApprenticeshipWork at officeLocal areaWork from homeFlexible hours1 day per week
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