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Asset Management

2 weeks ago


Columbus, Ohio, United States JPMorgan Chase & Co. Full time
Description

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
  • Manage 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