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⏰ Full-time

Asset Management, Tax Smart Portfolio Manager, Senior Associate

JPMorgan Chase
Location 📍 New York, United States
Posted 📅 June 21, 2026
Work Type ⏰ Full-time

Position Overview

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, b...

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Job Details

Employment Type
Full-time
📊
Category
other-general
🏠
Work Arrangement
On-site
📍
Location
New York, United States