Asset Management, Tax Smart Portfolio Manager, Senior Associate

JPMorgan Chase & Co.•New York, NY

1d•$150,000 - $222,000

About The Position

The Tax-Smart team within Customized Managed Account Solutions is part of J.P. Morgan Asset Management (JPMAM) and is a high growth team managing over $50B in AUM across active and passive tax-aware strategies. These strategies include long-short strategies, unified managed accounts (UMAs), active strategy tax-overlay, and passive direct-indexing. As a Tax-Smart Portfolio Manager – Associate, you will focus on partnering with research teams to build, implement and oversee tax managed investment strategies.

Requirements

2-5 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
Exposure to long-short Investing, UMA
Experience with tax optimization
Familiarity with separately managed accounts
Progress towards MBA, CFA and/or equivalent
Python skills for analytics and process improvements

Nice To Haves

Exposure to long-short Investing, UMA
Experience with tax optimization
Familiarity with separately managed accounts
Progress towards MBA, CFA and/or equivalent
Python skills for analytics and process improvements

Responsibilities

Daily portfolio management tax-aware separately managed accounts (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.