Asset Management – Tax-Smart Portfolio Manager - Associate jobs in United States
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Chase · 1 day ago

Asset Management – Tax-Smart Portfolio Manager - Associate

position390 Madison Ave, New York, NY, 10017, US
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$150K/yr - $222K/yr
date2+ years exp

Chase is a leading financial institution offering innovative financial solutions. The Tax-Smart Portfolio Manager – Associate will manage tax-aware separately managed accounts while collaborating with research teams to develop and oversee investment strategies.

BankingFinancial Services

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 drivenCommunication skillsDetail orientedExposure to long-short investingSMAProgress towards MBA/CFA

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

Chase

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Glassdoor3.9
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Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
dateFounded in 2000
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.chase.com/

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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Recent News

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Company data provided by crunchbase