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
- ...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
- ...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
- ...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
- 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
- ...President-level role within their Credit Portfolio Management Strategy team. This is a rare opportunity... ...demanding role that rewards both analytical rigor and strong communication skill... ...objectives including yield, total return, tax, liquidity, regulatory, and asset-...Tax
- 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
- Tax-Smart Portfolio Manager - Associate The Tax-Smart team within... ...and passive tax-aware strategies, including long-short... ...separately managed accounts (SMA) portfolios, with the... .... Strong data and analytical skills. Experience... ...long‑short investing, UMA. Experience with tax...TaxFull timeWork experience placement
$85k - $135k
...Portfolio Solutions Team The Portfolio Solutions... ...services, and Tax Management solutions... ..., including Select UMA - the industry-leading... ...Manager’s strategy, answering model delivery... ...execution and account analytics information). Work... ...Equity SMA portfolios ETFs...TaxTemporary work$125k - $290k
...estate managers, public equity strategies, fixed income strategies and... ...strategies, customized portfolios and a range of advisory services... ...close collaboration with Legal, Tax and other business partner... ...ideal. Strong communication, analytical, presentation and interpersonal...TaxFull timeContract workTemporary workPart timeWork at office$177.07k - $221.34k
...advanced technologies, including smart sensors, artificial... ...X communications, and safety analytics for mixed‑use transportation... ...to develop employees through strategies to support their growth into... ...transportation pass and access to tax-advantaged commuter benefits....TaxFor contractorsWork at officeLocal areaRemote work1 day per week$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
- ...President of Product Data & Analytics will lead the strategic direction... ...and data-integrated product strategies, and supporting the... ...product and the broader product portfolio, ensuring client impact and efficiency... ...and Vision insurance plans; Tax-free Dependent Care Account...TaxTemporary workFlexible hours
$185k - $200k
...delivering absolute return, multi‑strategy, total portfolio management, and public real... ...The TPM Business Operations VP partners closely with TPM’s... ..., Reporting, Technology, Tax, Compliance, and Legal.... ...or a comparable operational/analytical role. Working knowledge of finance...TaxLocal area- ...to highly efficient indexing strategies designed to gain broad exposure... ...arises to join the Portfolio Operations team within our client... ...structures necessary to ensure tax efficient returns to Investors... ...Excellent Excel and financial analytical skills. Ability to interpret...TaxWorldwide
- ...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...
$160k - $200k
...Research Group (IRG) Head of Portfolio Risk & Analytics will lead the development... ...intersection of investment strategy, data science, and technology... ...Experience with direct indexing, tax-aware investing, and... ...together as a diverse community of smart and caring people to deliver...TaxLocal area$185k - $200k
...across market cycles. Our strategies include Absolute Return... ...Multi-Strategy, Total Portfolio Management, and Public... ...Business Operations VP will partner closely with... ...Reporting, Technology, Tax, Compliance, and Legal)... ...In addition to strong analytical and time management skills...TaxTerm timeLocal areaFlexible hours- ...President, Investments – Credit Portfolio SolutionsApplylocations: New... ...construction, investment strategy coverage and diligence, portfolio... ..., total return, structuring, tax, regulatory, asset-liability... ...and review ongoing analytics on existing mandates to inform...TaxTemporary workLocal area
$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$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... ...financial services, a degree in a relevant field, and strong analytical skills. The position offers a salary range of $81,400 to $15...- ...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
$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...$180k - $275k
...Brookfield is looking for a Senior Associate/Vice President for its Credit Portfolio Solutions team in New York. This role encompasses portfolio construction, investment strategy, and client relationship management within a collaborative environment. The ideal candidate...- ...President of Product Management to establish the product group strategy and drive business outcomes. This role partners with leaders... ...years of experience in product management, with a strong focus on portfolio ownership and multi-team initiatives, and a proven track...
- ...Management, Fixed Income - Client Portfolio Management, Vice President... ...across public fixed income strategies including rates, currency, and... ...with a strategic emphasis on tax-efficient income, capital... ...driven environment. ~ Strong analytical and problem-solving skills, particularly...TaxShift work
$125k - $290k
.... Quantitative Investment Strategies Within Goldman Sachs Asset... ...mandates including institutional portfolios, high net worth accounts, and... ..., which includes various smart beta and hedge fund replication... ...strategies and for data analytics / visualization). The ideal...Full timeTemporary workPart time- ...junior team members. The ideal candidate has 6+ years in real estate private equity consulting, strong analytical and financial modeling skills, and experience with portfolio construction. This position offers the opportunity to work closely with senior advisors and high-...
- ...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
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