at J.P. Morgan
Bulge Bracket Investment BanksPosted 2 months ago
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As a Tax-Smart Portfolio Manager – Associate on the Customized Managed Account Solutions team at J.P. Morgan Asset Management, you will help build and manage tax-aware investment strategies across SMAs, UMAs and direct-indexing solutions. You will perform daily portfolio management to meet investment objectives while generating tax benefits, monitor performance and attribution, and translate research into systematic, investable processes. The role partners closely with technology, research, product and client teams to design and improve scalable investment platforms and implement tax optimization workflows. Strong analytical, Python, and portfolio optimization skills are expected.
- Compensation
- Not specified
- City
- New York City
- Country
- United States
Currency: Not specified
Full Job Description
Location: New York, NY, United States
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 – Associate, 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 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
Required qualifications, capabilities and skills:
- 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
Preferred qualifications, capabilities and 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
