Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from JPMorgan Chase
Tax-Smart Portfolio Manager Associate
The Tax-Smart team within Customized Managed Account Solutions is part of J.P. Morgan Asset Management (JPMAM) is a high growth team managing over $50B in AUM across active and passive tax-aware strategies, including long-short strategies, unified managed accounts (UMAs), active strategy tax-overlay, and passive direct-indexing. As a Tax-Smart Portfolio Manager Associate, you will focus on partnering with research teams to build, implement and oversee tax managed investment strategies.
Your responsibilities will include:
- 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
Required qualifications, capabilities and skills:
- 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 qualifications, capabilities and 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
Source: JPMorgan Chase careers