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
$225k - $337.5k
...teams and diverse asset classes.Enterprise... ...Insurance, AIS, and Asset Manager/Asset Owner fund... ...and operational oversight for the Alpha Implementation portfolio, driving efficiency... ...eligibility for certain tax advantaged savings... ...we do, and smart, engaged employees...AssetTaxFull timeTemporary workWork at officeFlexible hours$110k - $207.5k
...Street Investment Management, you will lead a team... ...governance and oversight controls.We are hiring... ..., overseeing a portfolio of large, complex... ...one of the largest asset managers in the... ...eligibility for certain tax advantaged savings... ...we do, and smart, engaged employees...AssetTaxFull timeTemporary workRemote workFlexible hoursShift work- ...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
$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- 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
$110k - $188.75k
The Tax Center of Excellence (CoE) is tasked with managing global tax compliance for the organization... ...for:Support tax oversight for investment... ...Operations, Portfolio Management, Relationship... ...with digital assets and related investment... ...we do, and smart, engaged employees...AssetTaxFull timeTemporary workWork at officeFlexible 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$110k - $188.75k
...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
...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
...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$120k - $202.5k
...State Street Investment Management Legal Department -... ...risks in a fast-paced asset management environment.... ...internal teams, including portfolio management, credit analysts... ...for certain tax advantaged savings plans... ...everything we do, and smart, engaged employees are...AssetTaxFull timeTemporary workFlexible 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 - $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$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...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$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
...ForState Street Investment Management is seeking a highly... ...and financial data for portfolio management, research, risk... ...financial data in an asset management or capital... ...eligibility for certain tax advantaged savings plans... ...everything we do, and smart, engaged employees are...AssetTaxFull timeTemporary workFlexible hours$110k - $188.75k
...For This is a Client Service Manager role in the US Asset Owners division. The... ...organization on various projects, oversight, committees, KPIs, etc.... ...and, eligibility for certain tax advantaged savings plans.... ...heart of everything we do, and smart, engaged employees are...AssetTaxTemporary workFlexible hours$80k - $140k
...for Markets Product Manager, Assistant Vice... ...the execution of a portfolio of initiatives, delivering... ...models; risk oversight metrics and... ...of institutional assets need research, trading... ...eligibility for certain tax advantaged savings... ...we do, and smart, engaged employees...AssetTaxFull timeTemporary workFlexible hours- ...including financial sponsors, institutional investors and asset managers, regional developers, and public and private corporations... ...is seeking a Vice President, Lead Commercial Real Estate Portfolio Manager - Tax Credit to manage a portfolio of stabilized equity...AssetTaxFull timeWork experience placementWork at office
$110k - $188.75k
...Senior National Account Manager to join our US Wealth... ...intermediary platforms, driving asset growth and improving... ..., mutual funds, model portfolios, SMAs, direct indexing,... ...for certain tax advantaged savings plans... ...everything we do, and smart, engaged employees are...AssetTaxFull timeTemporary workWork at officeHome officeFlexible hours$130k - $220k
...ForGlobal Treasury Risk Management (GTRM), part of... ...a Vice President (VP) level risk leader... ...provides independent risk oversight of Global Treasury... ..., liquidity risk, asset‑liability risk,... ...eligibility for certain tax advantaged savings... ...we do, and smart, engaged employees...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$110k - $188.75k
...proven track record that can manage a team of client service... ...custody functions. The VP will also act as project... ...(SSGS). SSGS gives asset owners and managers access... ...eligibility for certain tax advantaged savings plans... ...everything we do, and smart, engaged employees are essential...AssetTaxFull timeTemporary workFlexible 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
$120k - $210k
...adoption of BestX's multi-asset execution analytics and... ..., and relationship management to help institutional clients... ...Heads of Trading, Portfolio Managers, Chief Investment... ...for certain tax advantaged savings plans... ...everything we do, and smart, engaged employees are...AssetTaxFull timeContract workTemporary 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$220k - $223.75k
...efficiently mobilize client assets. We take pride in... ...(SSM). When owners and managers of institutional assets... ...lending and innovative portfolio strategies, they turn to... ...eligibility for certain tax advantaged savings... ...everything we do, and smart, engaged employees are...AssetTaxFull timeTemporary workFlexible hours$120k - $217.5k
...the jobState Street Investment Management Data, Analytics & AI Services... ...experience in core data domains in asset management industry such as... ...and, eligibility for certain tax advantaged savings plans.For a... ...of everything we do, and smart, engaged employees are essential...AssetTaxFull timeTemporary workWork at officeFlexible hours
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