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.

Your responsibilities will include:

• 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

Required qualifications, capabilities and skills:

• 2-5 years of full-time relevant work experience

• Strong data and analytical skills

• Experience with portfolio optimizers and risk models

• Detail oriented and process driven

• Strong communication skills

• Exposure to long-short Investing, UMA

• Experience with tax optimization

• Familiarity with separately managed accounts

• Progress towards MBA, CFA and/or equivalent

• Python skills for analytics and process improvements

Preferred qualifications, capabilities and skills:

• Exposure to long-short Investing, UMA

• Experience with tax optimization

• Familiarity with separately managed accounts

• Progress towards MBA, CFA and/or equivalent

• Python skills for analytics and process improvements