What are the responsibilities and job description for the Asset Management - Tax Smart Strategies - Portfolio Manager - Associate position at JPMorgan Chase?
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
