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
$215k - $240k
...Vice President, Portfolio Manager of Investments Everest Group, Ltd. is seeking to... ...finance, treasury, legal, tax, technology, and audit—contributing... ...of risk. Execution. Efficiency. Humility. Leadership. Collaboration... ...everyone. Pursue better. Lead by example. Own our...TaxFull timeWork at officeRemote work- A leading global financial services firm is seeking a Tax-Smart Portfolio Manager - Vice President to manage tax-aware investment strategies with a focus on portfolio performance and client benefits. The role requires 6-8 years of relevant experience, strong analytical...Tax
$140k - $200k
Morgan Stanley is a leading global financial services firm... ...a wide range of investment banking, securities, investment management and wealth management services... ...to offer full discretion portfolio management services to... ...understanding and experience in tax, trust, and estate...TaxTemporary workWork at officeWorldwide- 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
- A leading financial services firm is seeking a Tax-Smart Portfolio Manager - Vice President to manage tax-aware investment strategies. The role involves daily management of separate managed account portfolios, requiring extensive analytical skills, and the ability to translate...Tax
$100k - $170k
...Asset & Wealth Management A career with Goldman Sachs... ...one of the world's leading asset managers with... ...participate in exciting investment opportunities while... ...Overview The ETF Portfolio Management Team within... ...activity and delivering tax-efficient outcomes in the...TaxFull timeTemporary workPart time- JPMorgan Chase is seeking a Tax-Smart Portfolio Manager - Associate to handle daily management of tax-aware accounts while generating tax benefits... ...role entails interacting with various teams to implement investment strategies and optimize client portfolios. The ideal...Tax
- 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
- As an Alternative Investment Fund Controller within JP Morgan Wealth Management Solutions Group, you will provide oversight, but not limited, to the accounting, reporting... ...expenses Collaborate with internal teams (i.e. tax, investor relations and middle office) Respond to...TaxWork at office
- ...Morgan Institutional Investment Solutions Institutional... ...J.P. Morgan Wealth Management Solutions, managing over... ...-asset discretionary portfolios to tailored single... ...in-house expertise and leading external managers.... ...implementing a customized tax-aware investment strategy...TaxWork at officeFlexible hours
- ...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
- ...seeking an experienced investment professional to join a global insurance asset management platform, working directly... ...leadership on portfolio strategy, asset allocation... ...The Role As a VP, Investments, you will... ...incorporate regulatory, tax, and structural considerations...TaxWork at officeRemote workShift work
$275k
...Responsible for providing client relationship management and investment banking services including strategic... ...to help drive the business growth # Leads support work, business development and/... ..., accidental death and dismemberment, tax-preferred savings accounts, and a 401k...TaxFull timePart timeWork experience placementBank staffShift workDay shift- ...Morgan Institutional Investment Solutions Institutional... ...J.P. Morgan Wealth Management Solutions, managing over... ...-asset discretionary portfolios to tailored single... ...in-house expertise and leading external managers.... ...implementing a customized tax-aware investment strategy...TaxWork at officeFlexible hours
$230k
...Harbor Group Management Company is a multi-billion dollar real estate investment and property management firm... ...Management team. The VP will lead the analysis, monitoring... ...across the portfolio, taking ownership of... ...Contributions ~ Pre-Tax Commuter Benefit (Corporate...TaxFull timeTemporary workFlexible hours$110k - $150k
...fulfilling career. Portfolio Construction Manager In this role... ...implementation of recommended investment strategies in client... ...will also implement tax strategies such as... ...tasks are completed efficiently. The Manager will be... ...community of smart and caring people to...TaxWork at officeLocal area3 days per week$125k - $250k
...Title Quantitative Investment Strategies Product Expert... ...Goldman Sachs Asset Management is an opportunity to... ...of one of the world's leading asset managers with over... ...institutional portfolios, high net worth accounts... ...which includes various smart beta and hedge fund replication...Full timeTemporary workPart time$120k - $210k
...National Account Manager to join our US Wealth... ...responsible for leading strategic coverage... ...for State Street investment products. Due to... ...mutual funds, model portfolios, SMAs, direct... ...eligibility for certain tax advantaged savings... ...we do, and smart, engaged employees...TaxTemporary workWork at officeHome officeFlexible hours$275k
Santander Consumer USA Inc. in New York is seeking a Vice President in Investment Banking Coverage. You will lead complex transactions, manage client relationships, and drive new business opportunities. Ideal candidates will have over 6 years of experience in finance, preferably...- A global investment firm is seeking an experienced Vice President for their Investment Grade Corporate Private Credit team in New York. The role involves leading deal execution, conducting due diligence, and sourcing corporate credit opportunities. Ideal candidates will...
$275k
Santander Consumer USA Inc. seeks an experienced professional for an Investment Banking role in New York. The successful candidate will manage deal teams, support transaction execution, and interact with clients. A Bachelor's degree in Finance, Accounting, or related field...$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$100k - $170k
...Sachs Group is seeking an experienced member for the ETF Portfolio Management Team in New York, NY. This role involves managing ETF portfolios... ..., and collaborating with market makers to ensure tax-efficient outcomes. Ideal candidates will possess a Bachelor's degree...Tax$250k - $350k
...) LLC is a Registered Investment Adviser conducting business... ...differentiated asset management firm focused on long-... ...manages a growing portfolio of private market investments... ...to support efficient deal closing. Collaborate... ...with compliance, tax, and other internal stakeholders...TaxWork at office$125k - $290k
...Asset & Wealth Management Overview A career... ...of the world's leading asset managers with... ...in exciting investment opportunities while... ...strategies, customized portfolios and a range of... ...with Legal, Tax and other business... ...and create further efficiencies for implementing...TaxFull timeContract workTemporary workPart time- Client Portfolio Manager, Raymond James Investment Management page is loaded## Client Portfolio Manager, Raymond James Investment Managementlocations: Berwyn... ...) - Financial Industry Regulatory Authority (FINRA), Tax Credit Specialist (TCS) - National Center for Housing...TaxWork experience placementWork at officeShift work
$130k - $220k
...of our product lineup and will lead projects with various internal... ...Teams. Key Responsibilities Manage relationships and communications... ...; and, eligibility for certain tax‑advantaged savings plans. For a... ...heart of everything we do, and smart, engaged employees are essential...TaxTemporary workFlexible hours$200k - $240k
Investment Banking - Equity Capital Markets - EY Capital Advisors - Vice... ...presentations and pitches. Managing client engagements both... ...the convertible debt market. Efficient use of research databases, technical... ...in assurance, consulting, tax, strategy and transactions....TaxWork experience placementSummer holidayWork at officeFlexible hours- 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
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