Asset Management, Tax Smart Portfolio Manager, Senior 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 – 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

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.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. 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. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans