Asset Management – Tax-Smart Portfolio Manager – Sr. Associate

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