Asset Management Tax-Smart Portfolio Manager Vice President
JPMorgan Chase
Tax-Smart Portfolio Manager Vice President
The Tax-Smart team within Customized Managed Account Solutions is part of J.P. Morgan Asset Management (JPMAM) is a high growth team managing over $50B in AUM across active and passive tax-aware strategies, including long-short strategies, unified managed accounts (UMAs), active strategy tax-overlay, and passive direct-indexing.
As a Tax-Smart Portfolio Manager Vice President, you will focus on partnering with research teams to build, implement and oversee tax managed investment strategies.
Your responsibilities will include:
- Daily portfolio management tax-aware separately managed account (SMA) portfolios, with the dual mandate of tracking investment objectives while generating tax benefits for clients.
- Ongoing oversight of portfolio and strategy level performance and attribution
- Translating research into actionable and investable systematic investment processes and portfolios
- Partnering with technology, research, product and client teams to design, build and improve scalable investment platforms
Required qualifications, capabilities and skills:
- 6-8 years of full-time relevant work experience
- Strong data and analytical skills
- Experience with portfolio optimizers and risk models
- Detail oriented and process driven
- Strong communication skills
- Experience with long-short investing, UMA and/or tax managed optimizations
- Familiarity with separately managed accounts
- MBA, CFA and/or equivalent
- Python skills for analytics and process improvements
Preferred qualifications, capabilities and skills:
- Familiarity with separately managed accounts
- MBA, CFA and/or equivalent
- Python skills for analytics and process improvements
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
JPMorgan ChaseVacancy posted 1 day ago
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