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Asset Management Tax-Smart Portfolio Manager Vice PresidentChase • Columbus, OH, United States
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Asset Management Tax-Smart Portfolio Manager Vice President

Asset Management Tax-Smart Portfolio Manager Vice President

Chase • Columbus, OH, United States
30+ days ago
Job type
  • Full-time
Job description

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
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Asset Management Tax-Smart Portfolio Manager Vice President • Columbus, OH, United States

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