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