JPMorgan Asset Management - Tax Smart Strategies Portfolio Manager Associate 

United States, Ohio, Columbus 

270952903

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