Asset Management – Tax-Smart Portfolio Manager - Associate
On-site · New York City, New York, United States
Job Summary
Tax-Smart Portfolio Manager – Associate role focusing on daily tax-aware SMA portfolios, overseeing performance attribution, translating research into scalable investment processes, and partnering with technology, research, product, and client teams to design and improve investment platforms. Requires experience with tax optimization, UMA/separately managed accounts, exposure to long-short investing, and Python analytics; aims to manage tax-efficient investment strategies within JPMAM's Tax-Smart team.
Required Qualifications
- 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
- Python skills for analytics and process improvements
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