Tax-Smart Portfolio Architect - Senior Associate
J.P. Morgan
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 skills in data analysis, Python, and portfolio management. This position offers a competitive rewards package and supports diversity and inclusion within the workplace. #J-18808-Ljbffr J.P. Morgan
- The Tax‑Smart team within Customized Managed Account Solutions is part of J.P. Morgan Asset Management (JPMAM) is a high growth... ...tax‑overlay, and passive direct‑indexing. As a Tax‑Smart Portfolio Manager - Associate, you will focus on partnering with research teams to...SeniorTaxFull timeWork experience placement
- Overview The Tax-Smart team within Customized Managed Account Solutions is part of JPMorgan Asset Management (JPMAM). It is... ...tax-overlay, and passive direct-indexing. As a Tax-Smart Portfolio Manager - Associate, you will focus on partnering with research teams to build...SeniorTaxFull 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 of investment objectives with tax benefits. The ideal candidate possesses 2-5 years of relevant experience, strong analytical skills...SeniorTax
$160k - $190k
...industry. Job Description Ares Management is seeking a Senior Associate to join its Portfolio Management Team (“PMT”) supporting the Firm’s Private Equity... ...closely with investment teams, fund accounting, legal, tax, and operations to ensure accurate representation of...SeniorTaxTemporary workWork experience placementFlexible hours- ...Description Job Description We are seeking a Senior Associate/early career level Manager that will... ...planning, investment strategy, tax-aware planning, estate planning coordination... ...and implement client investment portfolios aligned with firm philosophy and client...SeniorTaxWork at office
- ...International Financial Firm is seeking a Treasury Associate/Senior Associate with Japanese language skills... ...cash and securities investment portfolio, and fulfilling the requirements of... ...market. Assists in analyzing the legal, tax, and/or accounting issues with respect...SeniorTax
$171.6k - $392.1k
...world. ServiceNow – ServiceNow AI Architect Senior Manager In the digital economy, it... ...success Here, you will serve a wide portfolio of clients - each with their own backgrounds... ...of services in assurance, consulting, tax, strategy and transactions. Fueled by...SeniorTaxSummer holidayWorldwideFlexible hours$100k - $170k
Goldman Sachs Group, Inc. is seeking an Associate for their Asset & Wealth Management department in New York. The role involves developing customized investment solutions and collaborating with portfolio managers on various strategies including asset allocation and risk...- A leading financial institution seeks a senior portfolio manager within the Institutional Investment Solutions team. This role requires at least 15 years of investment experience focusing on multi-asset solutions for Family Office clients. The successful candidate will...SeniorWork at office
- A blockchain technology company in New York, NY is seeking a Protocol Lead to design, develop, and maintain their smart contract suite. The successful candidate will have extensive software engineering experience, particularly in Solidity, and will collaborate with the...SeniorContract work
- Coda Search│Staffing is seeking a Senior Asset Allocation Analyst to join a leading Asset Manager's Private Markets team in New York. The role involves building cash flow models, optimizing portfolio construction, and generating investment insights. Candidates should have...Senior
- A leading global financial institution is seeking a Senior Portfolio Manager in New York. This role involves collaborating with U.S. Private Bank Advisors to provide tailored investment solutions for Family Office clients. Applicants should have over 15 years of investment...SeniorWork at office
- ...term value creation through rigorous due diligence, disciplined portfolio construction, and close partnerships with leading investment managers... ...Support fund operations, reconciliations, audits, and tax filings Participate in advisory committee meetings as needed Investor...SeniorTax
$171.6k - $392.1k
...working world. ServiceNow - ServiceNow AI Architect Senior Manager In the digital economy, it... ...for success Here, you will serve a wide portfolio of clients - each with their own... ...of services in assurance, consulting, tax, strategy and transactions. Fueled by sector...SeniorTaxSummer holidayWorldwideFlexible hours- ...platform focused on originating and servicing senior secured bridge loans nationwide across... .... The role offers direct exposure to portfolio oversight, borrower interaction, asset management... ...documentation Monitor real estate tax, insurance, escrow accounts, and monthly...SeniorTax
- The Senior Associate will be responsible for performing detailed technical evaluations, financial... ...modeling with strategic insights. Portfolio Monitoring: Oversee performance of existing... ...or industrial deals. Experience with tax equity structures and renewable energy...SeniorTaxVisa sponsorship
$110.4k - $140.67k
...As a Technology Strategy Senior Associate, you will be part of Grant Thornton’s AI, Data and Technology... ...service offerings such application portfolio strategy, enterprise IT strategy,... ...provides non-attest offerings, including tax and advisory services. In 2025, Grant...SeniorTaxWork experience placementInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- SENIOR ASSOCIATE, ACCOUNTING TRANSFORMATION & REMEDIATION ROLE DESCRIPTION Exbo Group is looking... ...clients or help newly acquired portfolio companies integrate onto the new platform... ...accounts; work with external auditors or tax partners when engagements require it Own...SeniorTaxFull timeImmediate startRemote workFlexible hours
$150k - $170k
...seeking a talented and highly motivated Senior Associate to support the Investment Analytics... ...capital sources including project debt and tax equity Design and development of a... ...evaluating project risk & return profiles Portfolio valuation and development pipeline analysis...SeniorTaxWork at office3 days per week$100k - $112.5k
...Counterparty Management & Administration Senior Associate to join our counterparty relationship... ...trade setup management. This team enables Portfolio Managers to trade across all asset... ...counterparties (e.g., AUM, KYC/CDD refresh, tax forms, etc.) Ad‑hoc projects, as...SeniorTaxShift work- ...A clean energy financing platform in the U.S. seeks a Senior Manager for Portfolio Management. You will support investment management, overseeing renewable energy tax equity investments. The ideal candidate offers substantial experience in finance and project management...SeniorTaxRemote workFlexible hours
$150k - $180k
Senior Associate, Structured Credit page is loaded Senior Associate, Structured Credit Apply locations... ...the senior members of the firm and its portfolio companies, as well as, with investment... ...for accounting, rating agency, tax and securitization purposes Participate...SeniorTaxFull timeWork at officeFlexible hours$150k - $200k
...mission is to enhance lives and legacies. Senior Associate/Vice President, Capital Markets -... ...hedging, monetization, diversification, and portfolio overlays. The platform represents a... ...~ Commuter benefits program (pre-paid tax dollars towards your commute) ~ Fitness...SeniorTax$135k - $150k
...closings, carry and corporate group tax matters, a senior hire is required to (i) work closely... ...relevant tax payments / filing requirements associated with transactions to be timely made.... ...Support tax aspects of divestitures, portfolio fund exits and liquidations. Design...SeniorTaxLocal areaWorldwide$115k - $150k
## Associate or Senior Associate, Asset ManagementApplylocations: New York - NY - United Statestime... ...-level investment performance for a portfolio of equity real estate within a defined... ...Caregiver Leave Benefits Commuter Pre-Tax Savings Program (Parking and Mass Transit...SeniorTaxTemporary workLocal areaFlexible hours$160k - $190k
Ares Management seeks a Senior Associate for its Portfolio Management Team in New York. The role involves monitoring secondaries investments and performing extensive financial analyses. Candidates should possess strong communication skills and a background in finance or...Senior$96.8k - $159.6k
...Parthenon - Deals - Transaction Analytics - Senior Associate Location: New York Other locations:... ...initiatives within private equity portfolio companies and corporations alike. In both... ...of services in assurance, consulting, tax, strategy and transactions. Fueled by sector...SeniorTaxWork experience placementSummer holidayWork at officeFlexible hours$160k - $190k
Ares Management Corporation is seeking a Senior Associate to join its Portfolio Management Team in New York, focusing on the Private Equity Secondaries platform. This role involves portfolio oversight, financial analysis, and strategic collaborations with various stakeholders...Senior- A leading global investment firm is seeking a Senior Portfolio Manager for its Institutional Investment Solutions team. This role involves partnering... ...portfolios and a strong focus on alternative investments and tax-aware strategies. The firm offers a dynamic environment and...SeniorTaxWork at office
$250k - $300k
A leading investment firm in New York is seeking a Senior Financial Advisory/Client Portfolio Manager. This role is pivotal for fostering complex client relationships and delivering bespoke investment strategies. Candidates should have over 12 years of experience in wealth...Senior
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