Tax-Efficient Equity Portfolio Architect
PowerToFly
The Associate Portfolio Manager role at Parametric, part of Morgan Stanley Investment Management, focuses on managing customized equity portfolios to maximize tax efficiency while tracking client-specific benchmarks. You will leverage quantitative research, portfolio optimization, and sophisticated trading strategies to construct, monitor, and rebalance portfolios in line with client objectives. This hybrid role combines in-office collaboration three days a week with the option to work remotely #J-18808-Ljbffr PowerToFly
- Morgan Stanley, based in Seattle, seeks an Associate Portfolio Manager to craft tax-efficient equity portfolios for separately managed accounts. You will rebalance, analyze benchmarks, and monitor events to optimize after-tax outcomes while aligning with client objectives...Employment EquityTax
$100k - $110k
...level, and to grow a portfolio of work that reflects... ...contractual terms. Ensure efficient and cost-effective... ...with Project Managers, Architects, consultants, and senior... ...participate in a pre-tax Flexible Spending... ...the importance of pay equity and consider internal...Employment EquityTaxFlexible hours3 days per week- ...institutions, and consultants to build portfolios focused on what's important to... ...0 years, we help investors access efficient market exposures, solve... ...a key role in managing customized equity portfolios designed to maximize tax efficiency while closely tracking...Employment EquityTaxWork at officeRemote workWorldwide3 days per week
$43 - $67 per hour
...is looking to hire a Project Architect/Project Manager. This position... ...on Revit proficiency, strong portfolio, overall tenure, relevant... ...geographic location, internal equity, and other pertinent job-related... ...401(k) Retirement Plan – Pre-tax and Roth post-tax...Employment EquityTaxContract workTemporary workRemote workMonday to Friday$70k - $140k
...institutions, and consultants to build portfolios focused on what's important to... ...0 years, we help investors access efficient market exposures, solve... ...a key role in managing customized equity portfolios designed to maximize tax efficiency while closely tracking...Employment EquityTaxTemporary workWork at officeLocal areaRemote workWorldwide3 days per week$171.6k - $392.1k
...ServiceNow – ServiceNow AI Architect Senior Manager In the digital... ...authoritative, agile, and efficient solutions for business... ...Here, you will serve a wide portfolio of clients - each with their... ...services in assurance, consulting, tax, strategy and transactions. Fueled...TaxSummer holidayWorldwideFlexible hours$142.6k - $261.5k
...ServiceNow– ServiceNow AI Architect Manager In the digital economy... ...authoritative, agile, and efficient solutions for business... ...Here, you’ll serve a wide portfolio of clients - each with their... ...services in assurance, consulting, tax, strategy and transactions. Fueled...TaxSummer holidayWorldwideFlexible hours$78k - $140k
...institutions, and consultants to build portfolios focused on what's important to them... ...30 years, we help investors access efficient market exposures, solve... ...GENERAL DESCRIPTIONManages structured equity portfolios maximizing tax efficiency while tracking an index....Employment EquityTaxTemporary workWork at officeLocal areaRemote workWorldwide3 days per week$30 - $41 per hour
...relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors. Eligibility... ...Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary...Employment EquityTaxPermanent employmentTemporary workWork at office3 days per week$180k - $230k
...pricing, vendor management, tax, investor relations, and corporate... ...across users and the loan portfolio, and partner closely with... ...opportunities to scale the business efficiently and profitably. What you'll... ...generation Pay Grade M Equity Grade 8 Employees new to Affirm...Employment EquityTaxWork at officeRemote workFlexible hours- ...people like you. As a Senior Principal Architect at JPMorganChase within Infrastructure Platforms... ...governance activities across a portfolio of critical applications, including design... ...in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements...Employment Equity
$85k - $95k
...professional who can contribute across portfolio analytics, investment... ...analysis, rebalancing, and tax-aware optimization Prepare investment... ...investment research across equities, fixed income, alternatives,... ...solutions Enhance workflow efficiency through improved use of...Employment EquityTaxWork at officeLocal area$85.07k - $131.97k
...Project Architect Bassetti/HMC Architects is an employee-owned design firm with an inherent... ...Comp and Benefits: Base+Bonus+Equity+401k, including student loan repayments,... ..., and ability to prioritize/manage work efficiently. Must follow company standards, protocols...Employment EquityFull timeWork experience placementWork at officeWork from homeMonday to Friday$111.5k - $163.8k
...submission to, authorities having jurisdiction. Ensures effective and efficient team performance of construction contract administration... ...that are fair, and competitive and reflect our commitment to pay equity. Our compensation decisions include but are not limited to a...Employment EquityFull timeContract workTemporary workFor contractorsWork at officeLocal area$191.5k - $277.2k
...high net worth and institutional clients as Portfolio Manager within Baird Trust Company.... ...education and experienceKnowledge of global equity and fixed income markets along with knowledge... ...conceptsGeneral understanding of the tax codeLicenses/Certifications:CFA / CFP preferredSIE...Employment EquityTaxFull timeWork at officeRemote work$90k - $110k
...General Partners of private equity funds, specifically: Buy‐out,... ...fund operations rapidly and efficiently. The Fund Controller at Standish... ...Supervision of the audit and tax preparation process... ...Detailed management and tracking of portfolio company financings Cash...Employment EquityTaxWork at officeLocal areaFlexible hours$73.5k - $131.25k
Job Summary As a Tax Senior, Partnerships, you will be responsible for utilizing... ...research methodology for an efficient research process. May train interns... ...partnership experience, preferred. Private equity experience, both fund and portfolio company levels, preferred....Employment EquityTaxWork at office$100k - $150k
...Tax Manager Bellevue, WA; Lacey, WA; Vancouver, WA Who... ...Ascend Backed by private equity from people-focused Alpine Investors... ...Manage client portfolio, consistently delivering high... ...complex engagements. Enhance efficiency across project initiatives....Employment EquityTaxWork experience placementRemote workFlexible hours$70k - $100.59k
...client relationships, managing a portfolio of web retainer accounts. We’... ...to ensure clarity and efficiency. Work with leadership to refine... ...vision and dental insurance Pre-tax Flexible Spending Account (... ...Employer committed to diversity, equity, and inclusion. We believe...Employment EquityTaxTemporary workWork at officeRemote workWork from homeFlexible hours$99.75k - $262.5k
JOB DESCRIPTION As a Tax Senior Manager, Partnerships, you will be responsible... ...provides research methodology for efficient research process Trains associates,... ...experience, required Private equity experience, both fund and portfolio company levels, preferred License/Certifications...Employment EquityTaxWork at office$240k - $270k
...demand for high-capacity, energy-efficient data infrastructure driven by... ...commercially minded Director of Tax to build and lead the tax function for our expanding portfolio of data center development... ...projects. Operating under a private equity ownership structure, Beale...Employment EquityTaxWork at officeLocal area2 days per week3 days per week$90k - $120k
...technical, to ensure the most efficient and cost-effective execution... ...opportunity to participate in a pre-tax Flexible Spending plan,... ...in the importance of pay equity and consider internal equity... ...Including a link to an online portfolio is a huge plus! We regret that...Employment EquityTaxWork at officeFlexible hours3 days per week$272k - $431.25k
...applications. We are seeking a Senior Process Architect to make the system of work behind that... ...authority for process coherence and efficiency, raising gaps with a clear statement of... ...,250 USD. You will also be eligible for equity and benefits. Applications for this job...Employment Equity- ...become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that... ...including, but not limited to Fortune 100 companies, private equity portfolio companies, and family offices Review and provide quality control...Employment EquityTaxFull timeLocal areaVisa sponsorship
$90k - $110k
...design team, including designers, technical architects, engineers, equipment planning, and... ...Company Paid Holidays ~Life Insurance ~Pre-tax commuter benefits ~Professional... ...Please include a cover letter, resume and/or portfolio (Adobe PDF preferred). PE has a hybrid...TaxLocal areaWorldwide$123.1k - $186.3k
Commerce Cloud Success Architect (POS) Salesforce is the #1 AI CRM, where humans with agents... ...the Salesforce Commerce Cloud product portfolio. As a Subject Matter Expert (SME), you'll... ...be eligible for incentive compensation, equity, and benefits. Salesforce offers a...Employment EquityWork experience placementRemote work$82.08k - $193.44k
...global team of engineers, scientists, and architects to help the world’s most innovative... ...practices Proven delivery of ninja with robust portfolio of quantifiable success stories Your... ...business consideration, Internal pay equity. It is not typical for candidates to be...Employment EquityFull timeLocal area3 days per week$33.45 - $40.47 per hour
...dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or... ...ownership mindset to grow your customer portfolio. Exceptional customer service skills,... ...will be eligible for a cash bonus, equity rewards and benefits, in accordance with...Employment EquityTaxLocal area$181.8k - $350k
...working world. Senior Commercialization Architect, Associate Director The Senior... ...appropriately share in all sources of value: efficiency, effectivness and enablement. The role... ...spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by...TaxSummer holidayFlexible hours$70k - $88k
...) Wealthfront MOps is built around efficiency, critical problem-solving, and modernizing... ...range: $70,000 - $88,000 plus equity and a discretionary bonus. Benefits... ...decisions. Multiple automated investing portfolios designed to unlock tax savings through sophisticated...Employment EquityTax
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