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Asset Management – Tax-Smart Portfolio Manager – Vice President

Company

JPMorgan Chase & Co.

Location

New York, New York

Posted

July 21, 2026

Position Overview

The Tax-Smart team within Customized Managed Account Solutions is part of . 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 – Vice President, 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 account (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 clie...
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