VP, Portfolio Oversight — Tax-Smart Asset Management
JPMorganChase
JPMorganChase is seeking a (junior) Vice President for Portfolio Oversight to join their team in Boston, Massachusetts. This role entails overseeing the execution and governance of client portfolios, focusing on achieving tax optimized outcomes efficiently. The ideal candidate should have over 6 years in an investment management environment and possess strong analytical abilities. The position offers a comprehensive rewards package, including a competitive salary and various employee benefits aimed at enhancing personal well-being. #J-18808-Ljbffr JPMorganChase
- ...financial progress. Wealth management enterprises and... ...financial advisors use 55ip’s tax-smart investment strategy... ...automation elevate portfolio design and delivery, helping... ....The 55ip Portfolio Oversight team manages and... ...powering over $130B in assets and is part of J.P. Morgan...AssetTax
- ...Vice President, Asset Management & Portfolio Operations About the Company Technology-driven investment... ...will be responsible for leading the oversight, governance, and portfolio support of... ...various shared resources in legal, tax, insurance, risk, treasury, and audit...AssetTaxFlexible hours
- J.P. Morgan is seeking a Vice President for Portfolio Oversight based in Boston, MA. In this role, you will manage the execution and governance of client portfolios on the 55ip platform. Ideal candidates will have over 6 years of experience in wealth management, strong...Tax
$90k - $157.5k
State Street Investment Management, one of the industry's largest institutional asset managers, is the... ...and manage multi-asset portfolios within the Investment Solutions... ...for certain tax advantaged savings plans... ...everything we do, and smart, engaged employees are...AssetTaxFull timeTemporary workFlexible hours$70k - $130k
The Strategic Partner Oversight (SPO) team within the... ...State Street Investment Management (IM) is a group of... ...ensure that all aspects of portfolio management for... ...executed seamlessly across asset classes, with robust controls... ...for certain tax‑advantaged savings plans...AssetTaxTemporary workInterim role$225k - $337.5k
The Global Head of Portfolio Management is a critical leadership... ...solutions across ISG's multi-asset offerings.You will... ..., you will have oversight of the following activities... ...for certain tax advantaged savings plans... ...everything we do, and smart, engaged employees are...AssetTaxFull timeTemporary workFlexible hours$120k - $202.5k
...Street’s Enterprise Risk Management (ERM) organization is... ...Markets (“SSGM”). The portfolio supported includes SSGM... ...interest rates, FX and equity asset classes, Eligible... ...eligibility for certain tax advantaged savings... ...everything we do, and smart, engaged employees are...AssetTaxFull timeTemporary workWork experience placementFlexible hours$120k - $202.5k
...RoleState Street Investment Management’s Data, Analytics and... ...will combine deep asset management domain expertise... ...the firm’s AI product portfolio.Lead AI product... ...eligibility for certain tax advantaged savings plans... ...everything we do, and smart, engaged employees are...AssetTaxFull timeTemporary workFlexible hours$120k - $202.5k
...through deployment, change management, and adoption. The role... ...with appropriate human oversight, controls, and... ...largest custodian banks, asset managers and asset intelligence... ...for certain tax advantaged savings plans... ...everything we do, and smart, engaged employees are...AssetTaxFull timeTemporary workWork at officeFlexible hours$80k - $140k
...SSM). When owners and managers of institutional assets need research,... ...lending and innovative portfolio strategies, they turn... ...Perform control and oversight activities related to... ...for certain tax advantaged savings plans... ...everything we do, and smart, engaged employees are...AssetTaxFull timeContract workTemporary workWork at officeFlexible hours$120k - $217.5k
...Functions Engineering - VP, responsible for... ...Functions portfolio.Why This Role MattersCorporate... ...and governed data assets.5. Quality... ...leadership experience managing large technical teams... ...eligibility for certain tax advantaged savings... ...we do, and smart, engaged employees...AssetTaxFull timeTemporary workFlexible hours$120k - $202.5k
...rely on us to help them manage risk, respond to... ...everything we do, and smart, engaged employees are... ...Management’s global, multi-asset Investment Solutions Group... ...Strategist team on overall portfolio construction, risk... ...eligibility for certain tax advantaged savings plans...AssetTaxFull timeTemporary workFlexible hours$70k - $130k
...strategy, stakeholder management, and service-... ...role also includes asset management responsibility... ...and global oversight of mail, courier,... ...risk appetite, and portfolio strategy.Guide cross... ...for certain tax advantaged savings... ...everything we do, and smart, engaged employees...AssetTaxFull timeContract workTemporary workWork at officeFlexible hours$120k - $202.5k
...) provides cyber risk management oversight to lines of business and... ...Senior BISO (MD). The VP BISO leads a small... ...identify information assets and assess the protection... ...eligibility for certain tax advantaged savings... ...everything we do, and smart, engaged employees are...AssetTaxFull timeTemporary workFlexible hours$110k - $207.5k
...State Street Investment Management's strategic objectives... ...New Revenue and Net New Assets with the highest areas... ...separate accounts, model portfolios, and related investment... ...for certain tax advantaged savings plans... ...everything we do, and smart, engaged employees are...AssetTaxFull timeTemporary workFlexible hours$110k - $188.75k
...track record that can manage a team of client... ...custody functions. The VP will also act as... ...(SSGS). SSGS gives asset owners and managers... ...responsibilities Oversight of team tasks and client... ...for certain tax advantaged savings... ...everything we do, and smart, engaged employees...AssetTaxTemporary workFlexible hours$90k - $157.5k
...responsible for real-time portfolio risk oversight, margin governance,... ..., or Margin Risk Management.Strong understanding... ...largest custodian banks, asset managers and asset... ...eligibility for certain tax advantaged savings... ...everything we do, and smart, engaged employees are...AssetTaxFull timeTemporary workFlexible hoursShift workNight shift$170k - $282.5k
...leader to serve as Managing Director, Head of... ...Product Management & Portfolio Execution. This... ...governance, delivery oversight, adoption... ...financial services, asset management, banking... ...eligibility for certain tax advantaged savings... ...we do, and smart, engaged employees...AssetTaxTemporary workFlexible hours$110k - $188.75k
...s Global Treasury risk management practices, with a particular... ...Book (IRRBB) and Asset Liability Management (ALM... ..., investment portfolio strategy, hedging activity... ...eligibility for certain tax advantaged savings plans... ...everything we do, and smart, engaged employees are...AssetTaxFull timeTemporary workFlexible hours$110k - $188.75k
...stakeholders across Relationship Management, Global Delivery, Product,... ...excellence to our alternative assets clients, consistent with our global... ...and, eligibility for certain tax advantaged savings plans.For a... ...of everything we do, and smart, engaged employees are essential...AssetTaxFull timeContract workTemporary workImmediate startFlexible hours- ...and technology—and at the cutting-edge of wealth and asset management. We’ve been making rapid progress on our mission:... ...Mumbai-based team has built and brought to market a tax-smart investment strategy engine, portfolio trading and rebalancing, and advisor transition...AssetTaxWork at officeShift work
$80k - $140k
...’s digital reputation, managing budgets for paid social... ...Influencer and creator program oversight Develop and oversee... ...financial services/asset management... ...eligibility for certain tax advantaged savings plans... ...everything we do, and smart, engaged employees are...AssetTaxContract workTemporary workFlexible hours$120k - $202.5k
Role OverviewThe VP II, Data Workflow Analysis & Optimization... ...documents data lineage, manages metadata, identifies and... ...trust in critical data assets. The individual will... ...eligibility for certain tax advantaged savings plans... ...everything we do, and smart, engaged employees are...AssetTaxFull timeTemporary workFlexible hours$185k - $225k
Acadian Asset Management is a global, systematic investment manager at the forefront of data-... ...Acadian.Position Overview:We are seeking a Portfolio Manager to join our Equity Portfolio... ...both internally, via portfolio oversight and research, and externally, via face...AssetCasual workWork at officeWorldwideFlexible hours3 days per week$120k - $202.5k
...Experience & Skills10+ years of experience in asset management, investment management, investment... ...incentive plans); and, eligibility for certain tax advantaged savings plans.For a full... ...at the heart of everything we do, and smart, engaged employees are essential to our...AssetTaxFull timeTemporary workFlexible hours$110k - $181.25k
...clients, encompassing all asset classes, including... ...business system functionality.Manage the implementation and... ...external clients and portfolio managers to configure... ...eligibility for certain tax advantaged savings... ...everything we do, and smart, engaged employees are...AssetTaxFull timeTemporary workFlexible hours$70k - $130k
...workstreams to build digital asset operations within State... ...on us to help them manage risk, respond to... ...asset operations across a portfolio of value streams to deliver... ...for certain tax advantaged savings plans... ...everything we do, and smart, engaged employees are...AssetTaxFull timeTemporary workFlexible hours$120k - $217.5k
State Street Investment Management (“State Street IM”) is seeking a Solution... ...QualificationsExperience in asset management, financial services... ...and, eligibility for certain tax advantaged savings plans.For a... ...of everything we do, and smart, engaged employees are essential...AssetTaxFull timeTemporary workFlexible hours$170k - $282.5k
The Head of Strategic Portfolio Construction position is... ...State Street Investment Managements’ Investment Solutions... ...500+ Billion AUM multi-asset team that engages in a... ...eligibility for certain tax advantaged savings plans... ...everything we do, and smart, engaged employees are...AssetTaxFull timeTemporary workFlexible hours$70k - $130k
...Transfer Agency and Intermediary Oversight, AVP reporting to Fund’s... ...State Street Investment Management, one of the largest asset managers in the world. We... .../quarterly statements, tax forms, daily cap stock activity... ...of everything we do, and smart, engaged employees are...AssetTaxFull timeContract workTemporary workFlexible hours
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