Asset Management - Tax Smart Strategies - Portfolio Manager - Associate
Columbus, OH
The Tax Smart Strategies team within Customized Managed Account Solutions is part of J.P. Morgan Asset Management (JPMAM), and manages $25B in AUM in active and index tax aware / direct-indexing strategies.
As a Portfolio Manager - Associate, on the Tax Smart Strategy Portfolio Management team you will focus on partnering with research teams to build, implement and oversee tax managed investment strategies.
Job responsibilities:
Assist with daily portfolio management for direct indexing and tax aware SMA portfolios
Manage ongoing oversight of portfolio and strategy level performance and attribution
Translating research into actionable and investable systematic investment processes and portfolios
Partnering with technology, quant, product and client teams to design, build and improve scalable investment platforms
Required qualifications, skills and capabilities:
2-5 years of full-time relevant work experience
Detail oriented and process driven
Strong data analysis and excel skills
Experience using portfolio optimizers and risk models
Experience with tax optimization preferred
Familiarity with separately managed accounts
Familiarity with index methodologies
Preferred qualifications, skills and capabilities:
Python/SQL experience desirable
Python/SQL experience desirable
Progress towards MBA, CFA and/or equivalent desirable
Auto-ApplyProject Manager - Special Projects Group
Columbus, OH
Title: Project Manager Special Projects Group Direct Hire / Full Time Our client, a leading construction firm in Columbus OH, has an immediate need for a Project Manager in their Special Projects Division. The Project Manager will actively manage all aspects of one or more construction projects from beginning to end.
Essential Job Functions:
1. Perform set-up and maintenance of those aspects of construction project management which include the planning, directing pre-award meetings, purchasing, writing contracts, scheduling and budgeting necessary prior to the start of the project.
2. Manage the planning and scheduling functions which provide for the development of an overall project schedule, the establishment of project milestone dates, and the development of project standards and/or regulations.
3. Participate in the necessary expediting to ensure the proper and timely delivery of shop drawings and submittals, requests for information, construction materials, labor requirements, change order pricing and related approvals.
4. Review and give approval when appropriate to contractor and material supplier invoices, company invoices, change order pricing information, project budgets and billing utilizing a standard cost code system.
5. Coordinate activities with the Accounting and Estimating departments and the company personnel assigned supervisory and/or support responsibilities.
6. Establish and maintain the flow of information and positive working relationships with subcontractors, customers, material suppliers and other internal and external individuals having an interest in the success of the project.
7. Participates in, directs the flow of, and prepare minutes on regular job meetings held with representatives of the Owner, subcontractors, architects and related individuals.
8. Work with the Project Superintendent to ensure that the project is constructed and completed according to schedule and within quality expectations.
9. Provide close-out documents, including warranties, guarantees, punch-lists and other related documents at project conclusion.
10. Enter and maintain data for subcontractors and P.O.s on the CMiC Software throughout the buyout/awards and on an as-needed basis and keep Superintendents informed of changes.
11. Provide projections of Project Costs versus Estimated Cost's and produce fee reports.
12. When required lead design build efforts for given specific project. This would include leading the design build architect, engineers and designers to meet client expectations.
13. Provide leadership and guidance for Assistant Project managers and Project Engineers.
14. Set up project folders for Project Superintendent in ensure the Superintendent has all project related information i.e. directory, schedule, phase codes, copy of bid information and copies of subcontractor proposals.
15. Maintain work area(s) according to company housekeeping standards and maintain professional appearance.
16. Participate and contribute in project presentations and interviews.
EDUCATION
Bachelor's Degree in Construction Management or Civil Engineering, or equivalent.
EXPERIENCE
Ten years plus of practical experience in the construction industry, with five to six years' experience in a project management or conceptual estimating position required.
SKILLS
• Ability to influence and persuade to achieve desired outcomes.
• Strong analytical, problem solving, and negotiation skills.
• Ability to communicate (orally and in writing) in a professional manner when dealing with employees, vendors and company contacts.
• Willingness to travel.
• Excellent organizational, planning, and prioritization skills.
• Excellent interpersonal skills.
• Competent computer skills to perform essential functions listed above.
• Ability to listen to the needs of the prospect and analyze means and methods to resolve those needs in a professional and economical manner.
Wealth Management Portfolio Manager
Columbus, OH
JOB RESPONSIBILITIES * Responsible for managing, evaluating, and monitoring investment portfolios for trust & investment clients * Meet with prospective clients to discuss their financial objectives and risk tolerances, and present tailored solutions. * Establish and implement investment objectives on a client-by-client basis.
* Communicate performance results and conduct presentations on the markets, products, strategies, etc. as needed.
* Review, analyze and restructure client portfolios on an ongoing basis to maintain compliance with the account objective in the context of the assessed client needs and risk tolerances.
* Complete all regulatory reviews.
* Advise and mentor new Portfolio Managers, when applicable.
* Evaluate mutual fund portfolios and other models used for global rebalancing.
* Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
* Deliver a consistent, high level of service within our Serving More standards
* Other duties as assigned
DESIRED KNOWLEDGE, SKILLS AND ABILITIES
* Interpersonal/Customer Service Skills
* Written and Verbal Communication
* Ability to understand and follow directions
* Adaptable to change
* Basic Computer Skills
* Leadership/Management Skills
* Ability to influence others
* Ability to build collaborative relationships
* Organizational Skills/Detail Oriented
* Analytical Thinking
* Able to Multi-Task or Juggle Priorities
* Problem/Situation Analysis
* Technical Expertise
* Strategic Planning and Decision Making
* Creativity
* Ability to develop or mentor others
* Ability to work as part of a team
EDUCATION AND EXPERIENCE
* Must possess high school diploma or equivalent
* Bachelor's degree in business or equivalent combination and work experience
* 2-4 years of specialization experience
SCHEDULE
Department hours are Monday through Friday 8 am to 5 pm. This position is salary, exempt, and full-time. A minimum 40 hours is required. Early morning and evening appointments as needed. This is a hybrid role and will require travel between our Downtown Columbus and Newark, Ohio offices.
Physical Requirements: This position must be able to remain in a stationary position a minimum of 75% of the time, constantly operate a computer, and be able to be in constant communication with coworkers and stakeholders to discuss and exchange accurate information.
Sr Portfolio Owner Manager- Payments Products
Cleveland, OH
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Sr Portfolio Owner Manager within PNC's Treasury Management organization, you will be based in Pittsburgh, Chicago, Charlotte or New York. Other locations may be considered.
Job Summary
Payments Knowledge:
- In-depth knowledge of back-end payment processing (specifically wire,
ACH, instant payments, and card)
- Participate in working sessions with product management to develop
product roadmap.
Technical/Design/Delivery
- Ability to understand complex technical workflows and provide
recommendations for improvements.
- Technical- experience managing complex technical projects/programs,
including an understanding of how to use agile to deliver quickly,
accurately in a high risk business
- Communication skills targeted to audiences from developers and BA's to
senior executives
- Design thinking mentality
- Ability to identify, prioritize, and solve challenges daily and help teams do
the same. Ability to use creativity to solve and challenge the status quo
- Transformative mindset.
- Management, people skills
- Documentation including visualization of complex workflows and precision
in describing complex needs
Production/Client Support
- Ability to provide guidance during stressful production issues.
- Engage in complex customer implementations to ensure a seamless end to
end implementation.
**Job Description**
+ Represents the business and sets the strategic vision for highly complex portfolios. Makes trade-offs across teams, e.g., funding and resource allocation; ensures alignment where needed. Approver of teams' prioritization and major deliverables.
+ Is the main interface with Senior leadership and other portfolios/executives, especially when there are decisions (i.e., reprioritization) to be made across portfolios. Engages with other Portfolios/ executives when information/ scope of the teams not enough to make decisions
+ Is an extension of the Product Owner; makes decisions including removal of impediments based on information provided by Scrum teams/POs and other stakeholders. Ensures solid product vision together with all Product Owners and provides guidance on backlog prioritization based on business value.
+ Pressure tests iteration plans and scope. Reviews iteration WIP, demos and provides feedback as necessary. Determines if iteration outcome is acceptable from functional/non-functional aspects
+ Reviews final deliverables, approves and coordinates acceptance among SMEs. Partners with independent risk management to ensure requirements are met and that products are integrated and deployed successfully to production
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to:
+ **Include Intentionally** - Cultivates diverse teams and inclusive workplaces to expand thinking.
+ **Live the Values** - Role models our values with transparency and courage.
+ **Enable Change** - Takes action to drive change and innovation that will transform our business.
+ **Achieve Results** - Takes personal ownership to deliver results. Empowers and trusts others in decision making.
+ **Develop the Best** - Raises the bar with every talent decision and guides the achievement of all employees and customers.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Agile Methodology, Customer Solutions, Information Management, Organizational Analysis, Product Lifecycle Management (PLM), Program Administration, Scrum, Software Testing
**Competencies**
Agile Development, Business Acumen, Cross-Team Integration, Design Thinking, Innovation, Managing Multiple Priorities, Solutions Development
**Work Experience**
Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry-relevant experience is typically 8+ years. At least 5 years of prior management experience is typically required. Proven leadership experience with a moderate to large scope of responsibility is required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Pay Transparency**
Base Salary: $100,000.00 - $261,300.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
**Application Window**
Generally, this opening is expected to be posted for two business days from 01/10/2025, although it may be longer with business discretion.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (******************************* .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
J.P. Morgan Wealth Management - Investment Funding Product Manager
Columbus, OH
JobID: 210676951 JobSchedule: Full time JobShift: Day : If you enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations than this is the role and team for you! Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As a Product Manager on the Investment Funding product team, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle. You will lead product innovation, promote customer value, and guide successful market launches and .own the end-to-end product lifecycle for solutions that mitigate risk, enhance operational efficiency, and deliver exceptional client experiences. Your expertise will help shape our strategy to stay ahead of emerging threats while ensuring our products are scalable, resilient, and stable. You will collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
Job Responsibilities
* Develops a product strategy and product vision that delivers value to customers
* Lead discovery efforts and market research to uncover client pain points and industry trends, and integrating these insights into the product roadmap.
* Own, maintain, and develop a product backlog focused on features and enhancements that support our check deposit and fraud risk strategy.
* Build frameworks and track key success metrics such as fraud loss reduction, operational efficiency, feature adoption, and reliability.
* Define OKRs in partnership with cross-functional leaders, with a focus on fraud risk mitigation and compliance.
* Proactively analyze data-including fraud trends, competitor solutions, regulatory changes, and user behavior-to uncover insights that drive business value and inform product decisions. Leverage data-driven experimentation and measurement frameworks to ensure key results are on track.
* Lead the product development lifecycle by writing detailed requirements that capture functional, design, and control/regulatory features. Conduct discovery sessions to clarify and prioritize requirements. Work with Tech Development to ensure the output delivered meets expectations. Be the main decision maker in determining trade-offs based on known considerations. Collaborate with Quality Assurance to deliver a functional end-to-end product and experience across all channels (web, mobile). Drive the prioritization of any defects found and work with technology on the resolution.
Required Qualifications, Capabilities, and Skills
* 5+ years of experience or equivalent expertise in product management or relevant domain area
* Experience in Payments, cash/asset transfers, check processing, or fraud risk management
* Advanced knowledge of the product development life cycle, design, and data analytics, with a focus on risk and controls
* Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management for risk-related products
* Experience working closely with user experience designers and software engineers
Preferred Qualifications, Capabilities, and Skills
* Demonstrated prior experience working in a highly matrixed, complex organization
* Experience with Adobe Analytics or any web analytics tool is a plus
To be eligible for this position, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this position. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).
Auto-ApplyWealth Management Portfolio Manager
Newark, OH
JOB RESPONSIBILITIES
Responsible for managing, evaluating, and monitoring investment portfolios for trust & investment clients
Meet with prospective clients to discuss their financial objectives and risk tolerances, and present tailored solutions.
Establish and implement investment objectives on a client-by-client basis.
Communicate performance results and conduct presentations on the markets, products, strategies, etc. as needed.
Review, analyze and restructure client portfolios on an ongoing basis to maintain compliance with the account objective in the context of the assessed client needs and risk tolerances.
Complete all regulatory reviews.
Advise and mentor new Portfolio Managers, when applicable.
Evaluate mutual fund portfolios and other models used for global rebalancing.
Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
Deliver a consistent, high level of service within our Serving More standards
Other duties as assigned
DESIRED KNOWLEDGE, SKILLS AND ABILITIES
Interpersonal/Customer Service Skills
Written and Verbal Communication
Ability to understand and follow directions
Adaptable to change
Basic Computer Skills
Leadership/Management Skills
Ability to influence others
Ability to build collaborative relationships
Organizational Skills/Detail Oriented
Analytical Thinking
Able to Multi-Task or Juggle Priorities
Problem/Situation Analysis
Technical Expertise
Strategic Planning and Decision Making
Creativity
Ability to develop or mentor others
Ability to work as part of a team
EDUCATION AND EXPERIENCE
Must possess high school diploma or equivalent
Bachelor's degree in business or equivalent combination and work experience
2-4 years of specialization experience
SCHEDULE
Department hours are Monday through Friday 8 am to 5 pm. This position is salary, exempt, and full-time. A minimum 40 hours is required. Early morning and evening appointments as needed. This is a hybrid role and will require travel between our Downtown Columbus and Newark, Ohio offices.
Physical Requirements: This position must be able to remain in a stationary position a minimum of 75% of the time, constantly operate a computer, and be able to be in constant communication with coworkers and stakeholders to discuss and exchange accurate information.