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
Vacancy posted 22 hours ago
Similar jobs that could be interesting for youBased on the Tax-Smart Portfolio Architect - Senior Associate in New York, NY vacancy
- 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
- 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
- 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 tax-aware separately managed accounts, ensuring investment objectives are met while maximizing...SeniorTax
- # Senior Associate / Vice President - Investments, Credit Portfolio SolutionsBrookfieldVPPrivate CreditFull-timeLocationNew York, United StatesDate PostedJune 7, 2026... ...client objectives: yield, total return, structuring, tax, regulatory, asset-liability matching, and...SeniorTax
$180k - $275k
...businesses. Job Description ISG is seeking a Senior Associate/Vice President to join the Credit Portfolio Solutions team in an investment role with... ...constraints, including yield, total return, structuring, tax, regulatory, asset-liability matching, and liquidity...SeniorTaxTemporary workLocal areaBrookfield Asset Management
New York, NY4 days ago$150k - $175k
...Owl Real Assets is looking for an Sr. Analyst / Associate / Senior Associate to Investments Team, focused on Portfolio Management. Our team is responsible for the Portfolio... ...managers, investment officers, accounting, tax and legal teams, commercial banks, investment banks...SeniorTaxPermanent employmentFlexible hoursBlue Owl
New York, NY4 days ago$140k - $160k
...Senior Architect BBB is seeking an experienced, highly motivated Senior Architect to join our... ..., and educational clients. ~ Strong portfolio of projects in New York City, with knowledge... ...) Financial: 401(k) plan (pre-tax/ and or Roth), pre-tax healthcare and dependent...SeniorTaxFor contractorsLocal areaBeyer Blinder Belle Architects and Planners LLP
New York, NY1 day ago- ...seeking an experienced Principal Architect to lead architectural design... ...will oversee a diverse portfolio of projects within the "water... ...and conveyance structures Associated buildings such as administrative... ...and prescription plans) Pre-tax flexible spending plans for...SeniorTaxTemporary workFlexible hours
Hazen and Sawyer
New York, NY22 hours ago $80k - $90k
...skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience.... ...local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you....SeniorTaxWork at officeLocal areaVestwell
New York, NY29 days ago$150k - $175k
...closings, carry and corporate group tax matters, a senior hire is required to (i) work closely... ...tax payments / filing requirements associated with transactions to be timely made.... ...Support tax aspects of divestitures, portfolio fund exits and liquidations. * Design...SeniorTaxLocal areaWorldwidePantheon Ventures Careers
New York, NY3 days ago- 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
$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...$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 hoursEY
Secaucus, NJ8 days ago- ...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
$70k - $80k
...growing and looking for an experienced Senior Implementations Onboarding Associate to serve as the liaison and... ...assessment, such as a coding interview, portfolio review, or deeper discussion of... ...governing such matters as employment, tax, insurance, etc., we must collect Personal...SeniorTaxWork at officeLocal areaFlexible hoursVestwell
New York, NY11 days ago$120k - $130k
jobr.pro is looking for a Senior Analyst in Portfolio Analytics to join our NYC team and help deliver data analysis that supports innovative technology companies. You'll play a crucial role in enhancing our data infrastructure and will collaborate across teams to drive...Senior- ...Private Equity/M&A Associate Attorney Our client, a global AmLaw... ...institutional investors, and portfolio companies on complex, high-value... ...-functional teams across tax, finance, and regulatory practices... ...-related issues. Support senior attorneys and clients in...SeniorTaxRelocation package
Client Growth Resources
New York, NY22 days ago $100k - $112.5k
...Counterparty Management & Administration Senior Associate to join our counterparty relationship... ...setup management. This team enables Portfolio Managers to trade across all asset classes... ...(e.g., AUM, KYC/CDD refresh, tax forms, etc.) Ad-hoc projects, as assigned...SeniorTaxFlexible hoursShift workPIMCO
New York, NY2 days ago- 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
- 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
- JPMorgan Chase is seeking a Tax-Smart Portfolio Manager - Associate to handle daily management of tax-aware accounts while generating tax benefits for clients. The role entails interacting with various teams to implement investment strategies and optimize client portfolios...Tax
$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$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 weekGrant Thornton
New York, NY2 days ago$145k - $160k
...Fin'l Srvcs: Morgan Stanley Investment Management Inc. is hiring for following role in NY, NY: Senior Associate, Global Portfolio Analysis & Reporting to generate recurring reports & create custom analysis that summarize bus., fin'l, &/or econ data for review by executives...SeniorFull timeMorgan Stanley Investment Management Inc.
New York, NY8 days ago$79.84k - $99.8k
...Insurance* 401(k) with company match* Pre-tax spending accounts including health... ...to win.**About the Role**As the Senior CRM Lifecycle Optimization Associate, you will be responsible for... ...know our name through our exciting portfolio of brands including BetMGM Casino,...SeniorTaxH1bVisa sponsorshipFlexible 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...SeniorTaxJordan Park Group
New York, NY1 day ago$200k - $250k
Silvercrest Asset Management is seeking a Tax-Exempt Fixed Income Portfolio Manager in New York. This role focuses on managing tax-exempt investment-grade bond portfolios, providing customized strategies for high-net-worth clients. Successful candidates will possess 10-...SeniorTax$200k - $250k
A leading investment advisory firm in New York seeks a Tax-Exempt Fixed Income Portfolio Manager responsible for managing investment-grade bond portfolios for high-net-worth clients. The ideal candidate will have 10-15 years of relevant experience, particularly in tax-exempt...SeniorTax$200k - $250k
Silvercrest Asset Management Group LLC, located in New York, is seeking a Tax-Exempt Fixed Income Portfolio Manager. The role involves managing investment-grade bond portfolios with a focus on risk-adjusted returns for high-net-worth clients. Candidates should have 10-1...SeniorTax- ...geography and sector. This is an exceptional opportunity to join a high-visibility Portfolio Management team that sits at the nerve center of a truly iconic real estate business. The Senior Associate will operate at the intersection of analytics and communication, playing a...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax-Smart Portfolio Architect - Senior Associate. Be the first to apply!
Related searches
- trading associate New York, NY
- program associate New York, NY
- associate event producer New York, NY
- selling associate New York, NY
- immigration associate New York, NY
- grants associate New York, NY
- associate solutions consultant New York, NY
- onboarding associate New York, NY
- associate attorney New York, NY
- associate credit analyst New York, NY