JP Morgan Chase & Co.

Asset Management (55ip) Portfolio Oversight - Vice President

JP Morgan Chase & Co.$130K — $180K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 6+ years in Investment/Wealth Management, focusing on SMA portfolio management or governance
  • Strong data and analytical skills
  • Deep understanding of ETFs, mutual funds, and tax management strategies
  • Familiarity with portfolio optimization tools and methodologies
  • Excellent verbal and written communication skills
  • Proven ability to thrive in a collaborative team environment

Responsibilities

  • Oversee day-to-day execution of tax-optimized client portfolios
  • Identify and implement enhancements in portfolio management and tax processes
  • Produce and present oversight reporting on implementation quality and tax outcomes
  • Conduct analyses on portfolio implementation and client constraints for actionable insights
  • Maintain expertise in 55ip's implementation solutions and technology
  • Collaborate with cross-functional teams to support new features and strategic objectives

Benefits

  • Comprehensive health benefits package
  • 401(k) retirement plan with company match
  • Professional development opportunities
  • Collaborative and innovative work environment
  • Flexible work arrangements
Full Job Description
JOB DESCRIPTION

Job summary:  

As a (junior) Vice President, Portfolio Oversight, you will oversee the day-to-day execution and governance of client portfolios on the 55ip platform, with a focus on delivering intended investment and tax outcomes at scale. You will serve as a subject matter expert and partner closely with Product, Technology, Quantitative Research & Development, Operations, and client teams to support reporting, analysis, platform enhancements, and strategic initiatives. 

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

 

Preferred qualifications, skills and capabilities:

  • CFA (or substantial progress toward CFA)
  • Experience applying analytics and automation (e.g., Python, scripting, AI/low-code tools) to improve reporting, controls, and process efficiency.

 

 

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

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For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

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