Asset Management, Tax Smart Investment Specialist, Vice President

JPMorgan Chase & Co.•New York, NY

81d•$170,000 - $246,500

About The Position

The Tax Smart team within J.P. Morgan Asset Management (JPMAM)’s Custom Management Account Solutions (CMAS) group is responsible for over $70bn in AUM across active and indexed tax-aware strategies, including long-short strategies, active strategy tax-overlays, and direct-indexing. Representing one of the fastest growing segments of JPMAM, the team is looking to hire an Investment Specialist to support the continued build out of the firm’s tax-smart capabilities. The Investment Specialist (IS) role is responsible for all commercial and client-facing activity within the investment team, partnering with portfolio managers, researchers, technologists, and other functions in growing the business and delivering the best possible service to both internal and external parties.

Requirements

The environment is fast-paced and demanding. Flexibility and teamwork across different teams within and outside the product group is required
Ideal candidate has at least four years of experience in the financial industry, preferably in Asset Management
Intellectual curiosity, with knowledge of equity or tax-managed strategies as a plus
Ability to deliver results in a timely and accurate manner, frequently under tight deadlines
An entrepreneurial mindset with the ability to adapt and innovate in a rapidly expanding and evolving investment product landscape
Strong attention to detail and commitment to unsupervised follow-up
Organizational skills and the ability to handle multiple simultaneous tasks are crucial elements in order to succeed in this role
Strong communication skills – including strong written and verbal skills
Executive presence, exceptional aptitude, positive energy, and confident demeanor
Positive attitude and creative thinking – ability to take direction from team while recognizing when to challenge the status quo and drive efforts to improve processes
Proficient in Excel & PowerPoint (Python, FactSet, Morningstar Direct, and Bloomberg knowledge are a plus)
CFA designation or desire to pursue designation is preferred
Series 7 & Series 63 are required within 90 days of starting
Undergraduate degree required
Authorization to work permanently in the United States

Nice To Haves

knowledge of equity or tax-managed strategies
Python, FactSet, Morningstar Direct, and Bloomberg knowledge
CFA designation or desire to pursue designation

Responsibilities

Client meetings – educating clients on tax smart investing and JPMAM’s Tax Smart capabilities, and providing guidance to Financial Advisors on how to deliver the best outcomes to their end clients
Conference presentations/webinars – serving as a speaker, panelist, and/or moderator to raise awareness of JPMAM’s Tax Smart expertise and capabilities
Presentation materials– developing and maintaining client presentations (pitch books, custom analyses, etc.) and other marketing materials, partnering with portfolio managers, other investment specialists, and marketing teams to create and revise materials as appropriate.
Client service - providing account updates and responses to ad-hoc client queries, including assistance in navigating different aspects of a client’s tax-smart investment journey (e.g. account transitions, on-going tax management, and gifting/spending needs
Request for Proposals (RFPs) and questionnaires – responding to RFPs and monthly/quarterly/ad-hoc questionnaires. You will work with client advisors, their sales associates, and RFP writers to craft answers that highlight JPMAM’s main competitive advantages.
Internal product manager – supporting relationships with sales channels and serving as initial point of contact for questions from external and internal client advisors
Competitive analysis - gathering, analyzing, and maintaining a warehouse of information about our industry peers and their competitive products.