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