Location
New York
Job Type
Full-time
Posted
July 06, 2026
Job Description
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...
**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...
Ready to Apply?
Submit your application for Asset Management, Tax Smart Portfolio Manager, Senior Associate at JPMorgan Chase
Apply Now