jpmorgan-chase-%26-co. - Columbus, OH, United States | 2025-01-30 02:29:19

The Tax Smart Strategies team within Customized Managed Account Solutions is part of J.P. Morgan Asset Management (JPMAM), and manages $25B in AUM in active and index tax aware / direct-indexing strategies.

Job summary:

As a Portfolio Manager – Associate, on the Tax Smart Strategy Portfolio Management team you will focus on partnering with research teams to build, implement and oversee tax managed investment strategies.

Job responsibilities:

• Assist with daily portfolio management for direct indexing and tax aware SMA portfolios
• Manmage ongoing oversight of portfolio and strategy level performance and attribution
• Translating research into actionable and investable systematic investment processes and portfolios 
• Partnering with technology, quant, product and client teams to design, build and improve scalable investment platforms

Required qualifications, skills and capabilities:

• 2-5 years of full-time relevant work experience
• Detail oriented and process driven
• Strong data analysis and excel skills
• Experience using portfolio optimizers and risk models
• Experience with tax optimization preferred
• Familiarity with separately managed accounts
• Familiarity with index methodologies

Preferred qualifications, skills and capabilities:

• Python/SQL experience desirable
• Python/SQL experience desirable
• Progress towards MBA, CFA and/or equivalent desirable

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