Asset Management (55ip) Portfolio Oversight - Vice President

Job Responsibilities

• Oversee day-to-day implementation of tax-optimized client portfolios, ensuring consistent, scalable processes that balance investment objectives and tax outcomes
• Provide ongoing oversight of the portfolio implementation and tax-management platform, identifying enhancement opportunities and partnering with Technology, Research, Product, Operations, and client teams to improve systematic processes and controls
• Produce, analyze, and present platform-level oversight reporting (e.g. implementation quality, tax outcomes, drift, risk exposures) to internal stakeholders and enterprise clients
• Conduct ad hoc analyses related to portfolio implementation, tax outcomes, and client-specific constraints, translating findings into actionable recommendations
• Maintain practical expertise in 55ip's implementation solutions, proprietary optimizer, and offering set across supported businesses and account types
• Partner cross-functionally with Quantitative R&D, Product, Technology, Operations, and client-facing teams to support new features, onboarding, issue resolution, and strategic initiatives

Required Qualifications, Skills And Capabilities

• 6+ years experience in an Investment and/or Wealth Management environment, particularly with a focus on SMA portfolio management, investment oversight/governance, quantitative investment solutions, and/or wealth management platform/tech experience
• Strong data and analytical skills
• Strong understanding of ETFs, mutual funds, model-portfolios, separately managed accounts, unified managed accounts/households, and tax management strategies (e.g. tax loss harvesting, wash sale rule, portfolio transitions, gains budget)
• Familiarity with portfolio optimization and implementation toolsets (e.g., optimizers, risk models, rebalancing frameworks, tax-lot methodologies, market data solutions)
• Strong verbal and written communication skills
• Ability to work effectively in a highly collaborative, team-oriented environment

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

About The Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.