Business Services & Consulting • Columbus, OH 43224
Asset Management - Tax-Smart Portfolio Manager - Vice President
Columbus, OH 43224On-sitePosted 1 day ago
Business Services & Consulting
About the Role
Tax-Smart Portfolio Manager – Vice President
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
Tax-Smart Portfolio Manager – Vice President
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
What You'll Do
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
