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JPMorganChase · 21 hours ago

Asset Management – Tax-Smart Portfolio Manager - Associate

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

Full-time

Onsite

Entry, Mid Level

$150K/yr - $222K/yr

2+ years exp

JPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a diverse clientele. The Tax-Smart Portfolio Manager – Associate will focus on partnering with research teams to build, implement, and oversee tax-managed investment strategies while managing tax-aware separately managed accounts.

Asset ManagementBankingFinancial Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

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

Qualification

Data analysisPortfolio optimizationTax optimizationPythonProcess drivenLong-short investingSeparately managed accountsMBACFA progressCommunication skillsDetail oriented

Required

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

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

Benefits

Comprehensive health care coverage

On-site health and wellness centers

A retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Company

JPMorganChase

Glassdoor4.0

With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.

Founded in 2000

New York, New York, USA

10001+ employees

https://www.jpmorganchase.com/

H1B Sponsorship

JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (3471)

2024 (3469)

2023 (3395)

2022 (3594)

2021 (2515)

2020 (2495)