Tax‑Smart Portfolio Manager, VP — Lead Tax‑Efficient Investing
Aumni
TwinThread is seeking a Tax-Smart Portfolio Manager – Vice President in New York, NY. In this role, you will manage tax-aware investment strategies, focusing on portfolio performance and tax benefits for clients. You should have 6–8 years of relevant experience, strong data analysis skills, and proficiency in Python. A background in long-short investing and familiarity with separately managed accounts is beneficial. This position offers the opportunity to lead and innovate in investment strategy design. #J-18808-Ljbffr Aumni
$230k - $270k
...of the world’s leading providers of legacy... .... Fortitude Re manages a general... ...Fortitude Re. The VP, Fixed Income &... ...income co‑investment program and structuring... ...drive capital efficiency across the... ...fixed income portfolios. This is a senior... ..., legal, tax, accounting, actuarial...TaxWork at office- A leading financial services firm is seeking a Tax-Smart Portfolio Manager - Vice President in New York. The ideal candidate will manage tax-aware investment strategies, focusing on daily portfolio management and performance oversight. Responsibilities include partnership...Tax
- 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...Tax
$100k - $170k
...Description Asset & Wealth Management A career with... ...of the world's leading asset managers... ...in exciting investment opportunities while... ...,000+ customized portfolios for individual as... ...objectives, including tax‑managed, factor‑... ...and deliver tax‑efficient outcomes in the...TaxFull timeTemporary workPart timeWork at office- We are currently working with a well-regarded fund manager, who has a focus on the tax efficient investments space. Since its inception the firm has experienced impressive growth, consistently outperforming the market and on the back of this success is now looking to add...Tax
- ...Director will be responsible for managing and executing equity capital... ...Duties And Responsibilities Lead the origination and execution... ...Minimum of 5 years of experience in investment banking, preferably in ECM or... .../HSA) Commuter Benefits (Pre-tax transit & parking) Short- &...TaxTemporary workH1bWork at officeFlexible hours
- TIAA is seeking a Quantitative Portfolio Manager to oversee the performance and risk management of Tax-Advantaged Long/Short (L/S) Separate Managed Accounts (SMAs)... ...collaboration with alpha researchers, traders, and investment engineers. The ideal candidate will have at...Tax
$83.25k - $111k
...and filing of federal and state tax returns for trusts. Submit discretionary requests, both investments and distributions, for... ...workers, peers, and functional managers. Answer telephone and potential... ...Excel. Previous experience with leading teams and knowledge of human resources...TaxFull timeWork at officeImmediate start$275k - $325k
A leading financial services company in New York is seeking a Vice President for its Liquid Credit Investments team. The VP will develop and implement alpha-oriented credit strategies within... ...analytical skills, and proven relationship management capabilities. The role offers a...$275k
Banco Santander SA is seeking a Vice President of Investment Banking for the Healthcare sector in New York. The role involves leading complex transactions, mentoring junior staff, and developing client relationships. Candidates should have over 6 years of experience in...Full time- TwinThread in New York is seeking a seasoned Media & Communications Investment Banking professional to manage client relationships and lead transactions. This role involves working on various banking products such as mergers and acquisitions, restructurings, and equity...
- ...Private Equity / VP jobs in New York,... ...About This RoleA leading investment platform focused... ...City. The platform manages hundreds of... ...generation, energy efficiency, electrified transport... ...and supporting portfolio companies through... ...technical, legal, and tax topics;...Tax
$180k - $350k
...Morgan Institutional Investment Solutions Institutional... ...J.P. Morgan Wealth Management Solutions, managing over... ...in‑house expertise and leading external managers. We... ...and institutional portfolio management at leading... ...implement a customized tax‑aware investment strategy...TaxWork at officeFlexible hours- ...Piper Sandler & Co. is seeking an experienced Investment Banking Vice President for our Healthcare Biopharma team in New York, NY. This role offers significant opportunities for ambitious professionals to execute high-profile transactions and provide strategic financial...
$250k - $275k
...Citibank (Switzerland) AG is seeking a Vice President in Investment Banking in New York. The role involves formulating investment strategies... ...in capital raising initiatives. Responsibilities include managing M&A transactions and drafting critical financial documentation...$143k - $297k
Managing Director, MBS Portfolio Manager, Chief Investment Office (CIO)Skip to main content#Managing Director, MBS Portfolio... ...for a Portfolio Manager (PM) to lead the Agency Mortgage-Backed... ...Engage with MBS dealers to ensure efficient information flow and trade execution...Full timeTemporary workPart timeWork experience placementWork at office- The Tax-Smart team within Customized Managed Account Solutions is partof J.P. Morgan Asset Management (JPMAM)... ...passive direct-indexing. As a Tax-Smart Portfolio Manager - Vice President, you will... ...implement and oversee tax managed investment strategies. Your responsibilities...TaxFull timeWork experience placement
$21.27 - $27.18 per hour
...function of the Shift Lead is to perform the... ...work with the Practice Manager and/or Chief of Staff... ...through a productive and efficiently run hospital to... ...Plans (401(k) and Roth): Invest in your future and... ...by setting aside pre-tax money. It's a smart way to manage your budget...TaxHourly payMinimum wageFull timeTemporary workPart timeLocal areaAll shiftsFlexible hoursShift workWeekend workAfternoon shift$21.27 - $27.18 per hour
...Veterinary Hospital Shift Lead (“Shift Lead”)... ...assisting the Practice Manager and/or Chief of Staff... ...leadership in developing an efficient, productive team that... ...(401(k) and Roth): Invest in your future and... ...by setting aside pre‑tax money. It's a smart way to manage your...TaxHourly payMinimum wageFull timeTemporary workPart timeLocal areaFlexible hoursShift workAfternoon shift- AVG in New York City is seeking a Vice President, Tax to lead its tax strategy and ensure compliance with regulations. The role requires... ...in corporate and international tax, and a strong background in managing tax audits. The ideal candidate will possess strategic...TaxFlexible hours
$195k - $285k
...in New York City is seeking a VP, Transactions Tax to provide leadership on tax... ...tax implications across its portfolio. The ideal candidate will lead a team in managing tax compliance and relationships... ...advisors while implementing efficient policies. A bachelor’s degree...Tax- ## Senior Associate/Vice President, Investments – Credit Portfolio SolutionsApplylocations: New York, New... ...strategy coverage and diligence, portfolio management, and client engagement. Portfolio... ...yield, total return, structuring, tax, regulatory, asset-liability matching...TaxTemporary workLocal area
$200k - $220k
...Dormont Manufacturing Co is seeking an experienced Investment Product Attorney, Vice President, in New York. The ideal candidate will advise on investment products under the Securities Exchange Act of 1934, ensuring compliance and regulatory adherence. Key responsibilities...- Pimco is seeking a Vice President, Alternatives Tax to join their team in New York. The role focuses on tax planning and structuring... ...for engagement from fund structuring to oversight, impacting investment performance and business growth directly. #J-18808-Ljbffr PimcoTax
$125k - $250k
...with Goldman Sachs Asset Management is an opportunity to... ...of one of the world’s leading asset managers with... ...participate in exciting investment opportunities while collaborating... ...institutional portfolios, high net worth... ...which includes various smart beta and hedge fund replication...Full timeTemporary workPart timeWork at office- ...quality and operational efficiency. Job summary As an Investment Platform... ...Director on the Asset Management Investment Platform... ...Platform you will take a leading role in shaping and... ...for traders and portfolio managers, providing... ...algorithmic execution, smart order routing, and...
- MassMutual is seeking an Investment Manager - Provisions in New York, NY. The role involves managing day-to-day operations of the investment tax portfolio, ensuring compliance, accuracy, and timely execution of tax provisions across various investment assets. The ideal...Tax
- PIMCO Europe Ltd. is seeking a Manager, Alternatives Fund Controller to oversee... ...role involves collaboration across Portfolio Management, Legal, Tax, and Compliance to ensure effective... ...with a focus on enhancing operational efficiency using technology and automation tools...Tax
- The Quantitative Portfolio Manager is responsible for overseeing the performance... ...and risk management of Tax-Advantaged Long/Short (L/S)... ...alpha researchers, traders, and investment engineers to support ongoing... ...and implementation efficiency Process Enhancements Build...Tax
- Santander Consumer USA Inc. is looking for a Vice President in Investment Banking Coverage based in New York, NY. In this role, you will lead complex transaction executions, manage client relationships, and mentor junior analysts. With over 6 years of Investment Banking...
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