Job Description
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 - Vice President, 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 account (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 desig...
**Your responsibilities will include:**
+ Daily portfolio management tax-aware separately managed account (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 desig...