Asset Management - Tax Smart Strategies - Portfolio Manager - Associate
Asset Management - Tax Smart Strategies - Portfolio Manager - Associate
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Job Description
The Tax Smart Strategies team within Customized Managed Account Solutions is partof J.P. Morgan Asset Management (JPMAM) and manages $25B in AUM in active and index tax aware / directindexing 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
- Manage 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:
- 25 years of fulltime 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
Required Experience:
Manager
Employment Type
Full-Time
