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 Manmage 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