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About the Role

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 within J.P. Morgan Asset Management's Tax-Smart team, which manages over $50B in AUM.

Responsibilities

• Daily portfolio management of 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.

Requirements

• 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.

Skills

• Data analysis
• Analytical skills
• Portfolio optimization
• Risk models
• Communication
• Long-short investing
• UMA
• Tax managed optimizations
• Separately managed accounts
• Python

Experience Level

• Vice President

Education Level

• MBA
• CFA

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

About the Company

• JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands.
• Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
• J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions.
• Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals.
• Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Equal Opportunity

• We are an equal opportunity employer and place a high value on diversity and inclusion at our company.
• We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
• We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
• JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans