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Tax-Smart SMA/UMA Portfolio VP - Strategy & Analytics
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-23
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-02-23
Job specializations:
-
Finance & Banking
Financial Manager -
Management
Financial Manager
Job Description & How to Apply Below
A leading financial services firm is seeking a Tax-Smart Portfolio Manager – Vice President to manage tax-aware investment strategies. The role involves daily management of separate managed account portfolios, requiring extensive analytical skills, and the ability to translate research into actionable strategies. Candidates should have 6-8 years of relevant experience, preferably with an MBA or CFA. Strong Python skills for process improvements are also essential.
This is an exciting opportunity to work in a high-growth team managing significant assets.
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