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Chase · 1 day ago

Asset Management – Tax-Smart Portfolio Manager – Vice President

390 Madison Ave, New York, NY, 10017, US

Full-time

Onsite

Mid, Senior Level

$116K/yr - $275K/yr

6+ years exp

Chase, part of J.P. Morgan Asset Management, is seeking a Tax-Smart Portfolio Manager – Vice President for their high growth team managing over $50B in AUM. The role focuses on daily portfolio management of tax-aware separately managed account portfolios while partnering with research teams to build and oversee tax managed investment strategies.

BankingFinancial Services

Responsibilities

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

Qualification

Portfolio managementData analysisPythonRisk modelsLong-short investingTax managed optimizationsProcess drivenSMAsMBACFACommunication skillsDetail oriented