Asset Management - Investment Research and Large Scale Optimization - Vice President

General Description:

Join the Tax Smart Strategies team within Customized Managed Account Solutions at J.P.

Morgan Asset Management as an Investment Research Vice President and be a part of one of the industry's fastest growing spaces.

This role involves working on optimization, risk model construction, tax-aware and indexing investing, while also thinking creatively to drive the continued growth of J.P.

Morgan's Tax Smart and broader Customized Managed Account Solutions platform.

In this role, you will collaborate with investment, product and technology teams to design new investment products, investigate existing product enhancements and expand the platform's broader research and analytical capabilities.

This position offers a unique opportunity to contribute to investment thought leadership as well as work on innovative solutions across various investment asset classes, including across equity, fixed income, and multi-asset portfolios.

Job Summary:

As an Investment Research and Large Scale Optimization Vice President on the Tax Smart Investment Research team you will have a unique opportunity to contribute to investment thought leadership as well as work on innovative solutions across various investment asset classes, including across equity, fixed income, and multi-asset portfolios.

Job responsibilities:


* Collaborate with portfolio management, technology, product, and operations teams to design and implement new investment products.


* Build out comprehensive research environment analyzing significant amounts of data (from simulated back tests to live accounts)


* Conduct research and analysis to underwrite existing product performance and identify optimization enhancements.


* Develop and refine predictive risk models and portfolio optimization strategies.


* Drive analytics to support investment thought leadership and strategic decision-making.


* Expand platform customizations and enhance analytical capabilities for tax-aware investing and direct indexing.

Required qualifications, skills and capabilities:


* 5+ years of full-time relevant work experience in investment research or a related field


* Detail-oriented and process-driven with a strong background in data analytics


* Proficient in coding with Python and SQL is required


* Strong analytical and problem-solving skills is required


* Excellent communication and collaboration abilities is required


* Ability to work effectively in a cross-functional team environment is required

Preferred qualifications, skills and capabilities


* Experience in designing or building portfolio optimizations and risk models is preferred


* Experience with tax optimization is preferred


* Familiarity with separately managed accounts and index methodologies is preferred


* Progress towards an MBA, CFA, and/or equivalent is desirable

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to ...