VP, Portfolio Oversight & Tax-Optimized Portfolios
JPMorgan Chase & Co.
55ip Portfolio Oversight is a financial technology platform powering tax-smart investment management. As a (junior) Vice President, Portfolio Oversight, you will oversee the day-to-day execution and governance of client portfolios on the 55ip platform, delivering intended investment and tax outcomes at scale in collaboration with product, technology, and client teams. You will serve as a subject matter expert and partner with Product, Technology, Quantitative Research & Development, Operations, #J-18808-Ljbffr JPMorgan Chase & Co.
- 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
- JPMorganChase is seeking a (junior) Vice President for Portfolio Oversight to join their team in Boston, Massachusetts. This role entails... ...and governance of client portfolios, focusing on achieving tax optimized outcomes efficiently. The ideal candidate should have over...Tax
- ...financial advisors use 55ip’s tax-smart investment strategy... ...intelligent automation elevate portfolio design and delivery, helping... ...their clients.The 55ip Portfolio Oversight team manages and oversees 55... ...to-day implementation of tax-optimized client portfolios, ensuring...Tax
- ...Vice President, Asset Management & Portfolio Operations About the Company Technology-... ...candidate will be responsible for leading the oversight, governance, and portfolio support of a... ...and various shared resources in legal, tax, insurance, risk, treasury, and audit. The...TaxFlexible hours
- ...Vice President, Portfolio Optimization About the Company Successful middle-market private equity firm Industry Venture Capital & Private Equity Type Private Equity Firm About the Role The Company is seeking a Vice President for its portfolio optimization...Suggested
$90k - $157.5k
...opportunity to help shape and manage multi-asset portfolios within the Investment Solutions Group (... .... Programming skills, familiarity with optimization and risk models, and working knowledge... ...plans); and, eligibility for certain tax advantaged savings plans.For a full...TaxFull timeTemporary workFlexible hours$350k
...Position Summary The Senior Vice President, Portfolio Operations will lead operational... ...as well as working cross functionally to optimize operations at a portfolio level. This leader... ...Establish vendor performance metrics, oversight processes, and risk mitigation strategies...Full timeContract workLocal area$225k - $337.5k
The Global Head of Portfolio Management is a critical leadership role within State Street Investment... ...of Portfolio Management, you will have oversight of the following activities:Portfolio... ...plans); and, eligibility for certain tax advantaged savings plans.For a full overview...TaxFull timeTemporary workFlexible hours$70k - $130k
The Strategic Partner Oversight (SPO) team within the division of the... ...ensure that all aspects of portfolio management for transition events... ...business requirements, and optimize the end‑to‑end operating model... ...and, eligibility for certain tax‑advantaged savings plans....TaxTemporary workInterim role- ...seeking a future team member for the role of Vice President, IWM Portfolio Management to join our Investment and Wealth Management team.... ...following ways:Develop and execute investment strategies to optimize portfolio performance by demonstrating expertise in market analysis...WorldwideFlexible hours
$120k - $202.5k
...across the enterprise application portfolio.The ideal candidate will... ...security standards, and model oversight processes.Ensure AI-enabled... ...risk reduction, and compliance optimization.Translate business objectives... ...and, eligibility for certain tax advantaged savings plans.For...TaxFull timeTemporary workFlexible hours- ...specializing in global multi-asset strategies is seeking a Quantitative Portfolio Construction Engineer with experience across all asset... ...-asset class investments.Develop and work with portfolio optimization models for portfolio construction and optimization models to...Tax
$185k - $225k
...work that defines Acadian.Position Overview:We are seeking a Portfolio Manager to join our Equity Portfolio Management team in Boston... ...to demonstrate senior presence both internally, via portfolio oversight and research, and externally, via face-to-face meetings and presentations...Casual workWork at officeWorldwideFlexible hours3 days per week$170k - $282.5k
...Head of AI Product Management & Portfolio Execution. This role will... ...product governance, delivery oversight, adoption management, and portfolio... ...identify opportunities for optimization. Value Measurement &... ...and, eligibility for certain tax advantaged savings plans. For...TaxTemporary workFlexible hours$221.9k - $390.3k
...responsibility for leading, coaching, and scaling a high-performing team of Customer Success Managers (CSMs) within our premium Life Sciences portfolio. Your team will engage strategically with a premier book of enterprise pharmaceutical, biotech, and medical device accounts —...Full time$155k - $309.5k
US Insurance - Senior Portfolio Manager What can you expect: Mercer... ...intersection of capital, regulatory, tax and accounting considerations... ...vs. STAT accounting, tax optimizations, etc. Demonstrated ability to... ..., and state level regulatory oversight. Experience designing,...TaxMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- ...seeking a future team member for the role of Vice President, IWM Portfolio Management to join our Investment and Wealth Management team.... ...Develop and execute investment strategies to optimize portfolio performance by demonstrating expertise in market analysis...Flexible hours
- Triumvirate Environmental, based in Somerville, MA, seeks a Vice President of Portfolio Management & Transformation to lead enterprise-wide technology and business transformation initiatives. The role partners with the CIO to drive governance, cross-functional delivery,...
$230k - $320k
Triumvirate Environmental Inc. is searching for a Vice President, Portfolio Management & Transformation to work in Somerville, MA. This role involves leading enterprise-wide transformation initiatives, managing technology and business transformation delivery, and ensuring...- ...for the role of Senior Vice President, Product Owner - Total Portfolio Analytics to join our Data & Analytics team. This role is located... ...views, risk and return metrics, scenario analysis, optimization, and diagnostic workflows.Drive adoption by partnering with Sales...WorldwideFlexible hours
$210k - $280k
...among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.HarbourVest... ...and analysis for management of Private Equity Evergreen Portfolio. This motivated individual will be dedicated to supporting and...Full timeWork at officeLocal areaRemote work1 day per week$170k - $282.5k
The Head of Strategic Portfolio Construction position is a new key role within State Street... ....Define and include robust portfolio optimization elements into SAA analytics and process... ...incentive plans); and, eligibility for certain tax advantaged savings plans.For a full...TaxFull timeTemporary workFlexible hours$120k - $202.5k
...observability, monitoring, performance optimization, and operational readiness.Lead architecture... ...managing enterprise application portfolios and large-scale technology programs.Strong... ...incentive plans); and, eligibility for certain tax advantaged savings plans.For a full...TaxFull timeTemporary workWork at officeFlexible hours$120k - $202.5k
Role OverviewThe VP II, Data Workflow Analysis & Optimization will lead the design, documentation, analysis, and optimization of data governance and data operations... ...sales incentive plans); and, eligibility for certain tax advantaged savings plans.For a full overview, visit ....TaxFull timeTemporary workFlexible hours- ...tailoring our advice to meet clients' needs. The Portfolio Analyst manages trading processes for the investment team and ensures optimized workflows. The Portfolio Analyst is an... ...allocation, and strategies Processes ongoing tax loss harvesting Assists Investment Advisors...TaxWork experience placementWork at office
- ...nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers... ...a team focused on audits of private equity and venture capital portfolio companies.Readiness to travel with audit teams as needed based on...TaxLocal area
$175k - $200k
...among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.HarbourVest... ...opportunity employer.HarbourVest is seeking a Vice President, Portfolio Manager to join our Evergreen Solutions team on a permanent,...Permanent employmentFull timeLocal area$78k - $140k
...institutions, and consultants to build portfolios focused on what's important to them and... ...structured equity portfolios maximizing tax efficiency while tracking an index. Portfolio... ...engineers - creating portfolios using optimization software to implement firm's...TaxTemporary workWork at officeLocal areaRemote workWorldwide3 days per week$80k - $140k
...securities lending and innovative portfolio strategies, they turn to SSM... ...by applying technology, optimizing trading, and linking asset classes... ...accuracy.Perform control and oversight activities related to... ...and, eligibility for certain tax advantaged savings plans.For...TaxFull timeContract workTemporary workWork at officeFlexible hours$96k - $181k
Location:127 Public Square, Cleveland OhioJob SummaryThe VP, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support multimillion-dollar corporate credit requests that grow funded assets...Full timeWork experience placementBank staffWork at officeImmediate startRemote workFlexible hoursNight shift3 days per week
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