The Tax-Smart team within Customized Managed Account Solutions is part of J.P. Morgan Asset Management (JPMAM..., unified managed accounts (UMAs), active strategy tax-overlay, and passive direct-indexing. As a Tax-Smart Portfolio Manager...
Associate as they troubleshoot client account issues such as asset transfers, portfolio reporting/activity, client data requests... career. Join us as a Senior Client Associate, Private Banking Brown Brothers Harriman is currently recruiting a Senior...