Asset Management - Tax Smart Strategies - Portfolio Manager - Associate
JPMorganChase
Job Description
The Tax Smart Strategies team within Customized Managed Account Solutions is part of J.P. Morgan Asset Management (JPMAM), and manages $25B in AUM in active and index tax aware / direct-indexing strategies.
Job summary:
As a Portfolio Manager – Associate, on the Tax Smart Strategy Portfolio Management team you will focus on partnering with research teams to build, implement and oversee tax managed investment strategies.
Job responsibilities:
- Assist with daily portfolio management for direct indexing and tax aware SMA portfolios
- Manmage ongoing oversight of portfolio and strategy level performance and attribution
- Translating research into actionable and investable systematic investment processes and portfolios
- Partnering with technology, quant, product and client teams to design, build and improve scalable investment platforms
Required qualifications, skills and capabilities:
- 2-5 years of full-time relevant work experience
- Detail oriented and process driven
- Strong data analysis and excel skills
- Experience using portfolio optimizers and risk models
- Experience with tax optimization preferred
- Familiarity with separately managed accounts
- Familiarity with index methodologies
Preferred qualifications, skills and capabilities:
- Python/SQL experience desirable
- Python/SQL experience desirable
- Progress towards MBA, CFA and/or equivalent desirable
About Us
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