Tax-Smart SMA/UMA Portfolio VP - Strategy & Analytics

A leading financial services firm is seeking a Tax-Smart Portfolio Manager – Vice President to manage tax-aware investment strategies. The role involves daily management of separate managed account portfolios, requiring extensive analytical skills, and the ability to translate research into actionable strategies. Candidates should have 6-8 years of relevant experience, preferably with an MBA or CFA. Strong Python skills for process improvements are also essential. This is an exciting opportunity to work in a high-growth team managing significant assets.
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