Asset Management, Tax Smart Portfolio Manager, Senior Associate

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.

• 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