Open app
Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Asset Management - Tax-Smart Portfolio Manager - Vice President

Chase

Columbus, OH
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
Apply
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Asset Management - Tax-Smart Portfolio Manager - Vice President in Columbus, OH vacancy
  • J.P. Morgan Wealth Management - Vice President, Private Wealth Planner
     ...Vice President - Private Wealth Planner J.P. Morgan Wealth Management is seeking a Certified Financial Planner (CFP) to join the Wealth...  ...achieving their goals and the asset allocation needed. This...  ..., trusts & estates, individual tax rules (both transfer and income... 
    Asset
    Tax
    Work at office

    Chase

    Columbus, OH
    5 days ago
  • Vice President, Privacy
     ...Vice President, Privacy About the Company Expanding investment management firm Industry Investment Management Type Privately Held, Private...  ...investment management risk management asset protection estate tax and legacy planning and retirement... 
    Asset
    Tax
    Work at office

    Confidential

    Columbus, OH
    3 days ago
  • Experience Design Vice President
     ...business needs and user insights. As an Experience Design Vice President in Identity & Access Management, you will play a pivotal role in shaping the user...  ...banking, financial transaction processing and asset management. We offer a competitive total rewards package... 
    Asset

    J.P. Morgan

    Columbus, OH
    2 days ago
  • Content Design, Vice President - HR
     ...role. JOB DESCRIPTION As a Content Design Vice President in Human Resources, you will develop, publish and manage content used by Ask JPMC specialists. You will play...  ...banking, financial transaction processing and asset management. We offer a competitive total... 
    Asset
    Full time
    Temporary work
    For contractors
    Work at office

    J.P. Morgan

    Columbus, OH
    10 days ago
  • Financial System Operations - Vice President
     ...a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and... 
    Asset
    Flexible hours

    J.P. Morgan

    Columbus, OH
    10 days ago
  • Card Loss Forecasting - Vice President
     ...consumer and small business services, commercial banking, and asset management. Serving millions of consumers and top corporate clients,...  ...Forecasting team plays a crucial role in managing credit card portfolio health and risk assessment. Chase Consumer & Community... 
    Asset
    Work at office

    J.P. Morgan

    Columbus, OH
    10 days ago
  • Operations Middle Office, Global Managed Accounts, Executive Director
     ...responsibility for the Customized Bond Portfolio (CBP) fixed income SMA, while also designing...  ...the Middle Office support model for Tax Smart SMA offerings. These managed account solutions currently represent more than $300B in assets across more than 200,000 accounts and... 
    Asset
    Tax
    Work at office

    JPMorgan Chase & Co.

    Columbus, OH
    5 days ago
  • Firmwide Control Program Execution and Governance Lead - Vice President
     ...this role. JOB DESCRIPTION As a Vice President within the Firmwide Control Program, you...  ...driving progress against defined priorities, managing dependencies, and ensuring transparency...  ..., financial transaction processing and asset management. We offer a competitive... 
    Asset
    Work at office

    J.P. Morgan

    Columbus, OH
    10 days ago
  • Boarding Platform Product Manager - Payments - Vice President
     ...high-quality products that resonate with clients. As a Product Manager in Boarding Platform team within the Commercial & Investment...  ...banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including... 
    Asset

    J.P. Morgan

    Columbus, OH
    6 days ago
  • Risk Management- Wholesale Data Governance - Vice President
     ...Data Governance - Vice President As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You...  ...commercial banking, financial transaction processing and asset management. We offer a competitive total rewards... 
    Asset
    Work experience placement

    Chase

    Columbus, OH
    1 day ago
  • Chase Wealth Management, Product Manager, Vice President
     ...for this role. JOB DESCRIPTION We are seeking a Vice President - level Product Manager to own a key portion of the delivery agenda for the Managed...  ...banking, financial transaction processing and asset management. We offer a competitive total rewards package... 
    Asset

    J.P. Morgan

    Columbus, OH
    2 days ago
  • Global Security - Vulnerable Adult Investigations - Vice President
     ...Security (GS) team is the protection of the firm's people and assets, ensuring the safety and soundness of JPMorgan Chase's business...  ...tracing financial transactions, timely documentation in the case management system, appropriately remediating activity and complying with... 
    Asset
    Local area

    Chase

    Columbus, OH
    1 day ago
  • Data Visualization Manager, Vice President
     ...designed to grow into formal people leadership as the portfolio scales. As a Data Visualization Manager, Vice President on the Wealth Management Finance Data & Insights...  ...drivers, advisor metrics, client flows, assets under management, pricing/fees, and forecasting)... 
    Asset

    J.P. Morgan

    Columbus, OH
    9 days ago
  • Portfolio Manager II or III

    $61.5k - $110k

     ...OfficeJob DescriptionOverviewThe Commercial Portfolio Manager is responsible for the ongoing...  ...but not limited to financial statements, tax returns, due diligence reports, credit bureaus...  ..., covenant calculations and criticized asset reviews. Monitor early warning indicators... 
    Asset
    Tax
    Interim role
    Work at office
    Remote work
    Monday to Friday

    Northwest-Bank

    Columbus, OH
    5 days ago
  • Credit Portfolio Manager

    $62.31k - $90.76k

     ...CREDIT PORTFOLIO MANAGER (OVERLAND PARK, KS OR AURORA, CO) As the Credit Portfolio Manager, you will manage an assigned portfolio of Business...  ...administer assigned BB and SBB loans identified as Strategic Asset Management (SAM) loans. Monitor and secure loan collateral.... 
    Asset
    Local area
    Flexible hours

    UMB Bank

    Columbus, OH
    5 days ago
  • Senior Vice President, Asset Based Lending
     ...Senior Vice President, Asset Based Lending About the Company Progressive banking institution specializing in asset-based lending Industry...  ...The Senior Vice President, Asset Based Lending Relationship Manager will be responsible for developing, approving, and servicing... 
    Asset

    Confidential

    Columbus, OH
    3 days ago
  • Vice President of CMC & Technical Operations
     ...Vice President of CMC & Technical Operations About the Company Forward-thinking biotechnology company Industry Biotechnology...  ...Experience in combination products and devices is also a valuable asset. Applicants for the Vice President of CMC and Technical... 
    Asset

    Confidential

    Columbus, OH
    5 days ago
  • Vice President, Compliance & Operations
     ...Vice President, Compliance & Operations About the Company Successful management consulting firm Industry Management Consulting Type Privately Held About...  ...regulatory bodies, providing guidance to the asset management department, and overseeing the administrative... 
    Asset

    Confidential

    Columbus, OH
    3 days ago
  • Vice President of Translational Sciences
     ...Vice President of Translational Sciences About the Company Innovative biotech company specializing...  ...execution that translates preclinical assets to IND-enabling studies and into first-...  ...as the pipeline expands. Hiring Manager Title CEO Functions Strategy... 
    Asset

    Confidential

    Columbus, OH
    3 days ago
  • Vice President of SOX Compliance
     ...Vice President of SOX Compliance About the Company A pioneering organization in the asset management industry. Industry Investment Management Type Privately Held About the Role The Company is seeking a Vice President of SOX Compliance to lead and... 
    Asset
    Remote work

    Confidential

    Columbus, OH
    4 days ago
  • Vice President, Investment and Asset Management
     ...Vice President, Investment and Asset Management About the Company Accomplished company in the real estate industry Industry Real Estate Type...  ..., with a focus on capital strategy, fundraising, and portfolio value creation. The successful candidate will be... 
    Asset

    Confidential

    Columbus, OH
    5 days ago
  • Vice President of Clinical Development, Haematology and Cell Therapy
     ...Vice President of Clinical Development, Haematology and Cell Therapy About the Company...  ...Clinical Program Lead for key late-stage assets, designing and overseeing Phase 1-3 clinical...  ...planning, label expansion, and portfolio prioritization, as well as providing executive... 
    Asset

    Confidential

    Columbus, OH
    3 days ago
  • Vice President, Business Development
     ...Vice President, Business Development About the Company Top-tier rare disease focused bio...  ...to accelerate the progress of clinical assets. The role demands a strategic thinker...  ...assessment, competitive landscape analysis, and portfolio strategy formulation, and will be... 
    Asset

    Confidential

    Columbus, OH
    3 days ago
  • Data Product Manager - Vice President
     ...will help the platform scale securely while managing risk and compliance exposure. As a Data Product Manager - Vice President in the HR Data & Analytics team, you will own...  ...entitlement taxonomy (for example, data assets vs. data attributes vs. data concepts) to support... 
    Asset

    J.P. Morgan

    Columbus, OH
    10 days ago
  • Asset Management- Lead Software Engineer, Vice President
     ...DESCRIPTION Lead Software Engineer | Software Engineer III] - CMAS Strategic Initiatives   As a Software Engineer in the Customized Managed Account Solutions (CMAS) team, you will design and build software and AI capabilities, powering a new platform for customization... 
    Asset

    J.P. Morgan

    Columbus, OH
    10 days ago
  • J.P. Morgan Wealth Management - Vice President - Product Owner
     ...DESCRIPTION The J.P. Morgan Wealth Management (USWM) business is focused on helping investors...  ...combined business has ~$600 billion in Assets Under Management and ~5,000 advisors...  ...3,500 branches and 20 offices.  As a Vice President - Product Owner in Wealth Management... 
    Asset
    Visa sponsorship

    J.P. Morgan

    Columbus, OH
    10 days ago
  • Remote LIHTC Asset Management Director
     ...financial institution is seeking a Director of Asset Management in Columbus, OH, to oversee a team responsible for tax credit investments and loans. This role requires...  ...LIHTC. The Director will ensure that all portfolio risk management processes are followed while effectively... 
    Asset
    Tax
    Remote job

    Huntington Bancshares, Inc.

    Columbus, OH
    2 days ago
  • Vice President of Originations
     ...Vice President of Originations About the Company Vertically integrated multifamily operator Industry Real Estate Type...  ...investment opportunities, the closing process, and the ongoing asset management of closed investments. Applicants must have a Bachelor's... 
    Asset
    Remote work
    Flexible hours

    Confidential

    Columbus, OH
    3 days ago
  • Vice President of Retail Operations
     ...Vice President of Retail Operations About the Company Innovative provider of data-driven...  ...of large-scale physical technology assets. The VP will work closely with cross-functional...  ..., driving scalable processes, and managing national rollouts. The role also involves... 
    Asset

    Confidential

    Columbus, OH
    5 days ago
  • Vice President, Quantitative Research
     ...Vice President, Quantitative Research About the Company Industry-shaping investment firm...  ..., independent calculation, and risk management of investable indices. This role is pivotal...  ...is involved with a diverse range of asset classes, including Equities, Rates, Commodities... 
    Asset

    Confidential

    Columbus, OH
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Asset Management - Tax-Smart Portfolio Manager - Vice President. Be the first to apply!

Related searches