E-3 Visa Portfolio Manager Jobs
Portfolio Manager roles in the U.S. qualify as E-3 specialty occupations, requiring a bachelor's degree in finance, economics, or a related field. Australian professionals can secure sponsorship without entering a lottery, the E-3 has a 10,500 annual cap that has never been exhausted, making your path to a U.S. fund management career significantly more direct than H-1B.
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Get Access To All JobsJOB DESCRIPTION
The Tax-Smart team within Customized Managed Account Solutions is part of J.P. Morgan Asset Management (JPMAM) is a high growth team managing over $50B in AUM across active and passive tax-aware strategies, including long-short strategies, unified managed accounts (UMAs), active strategy tax-overlay, and passive direct-indexing. As a Tax-Smart Portfolio Manager – Associate, you will focus on partnering with research teams to build, implement and oversee tax managed investment strategies.
Your responsibilities will include:
- Daily portfolio management tax-aware separately managed accounts (SMA) portfolios, with the dual mandate of tracking investment objectives while generating tax benefits for clients.
- Ongoing oversight of portfolio and strategy level performance and attribution
- Translating research into actionable and investable systematic investment processes and portfolios
- Partnering with technology, research, product and client teams to design, build and improve scalable investment platforms
Required qualifications, capabilities and skills:
- 2-5 years of full-time relevant work experience
- Strong data and analytical skills
- Experience with portfolio optimizers and risk models
- Detail oriented and process driven
- Strong communication skills
- Exposure to long-short Investing, UMA
- Experience with tax optimization
- Familiarity with separately managed accounts
- Progress towards MBA, CFA and/or equivalent
- Python skills for analytics and process improvements
Preferred qualifications, capabilities and skills:
- Exposure to long-short Investing, UMA
- Experience with tax optimization
- Familiarity with separately managed accounts
- Progress towards MBA, CFA and/or equivalent
- Python skills for analytics and process improvements
About us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
JOB DESCRIPTION
The Tax-Smart team within Customized Managed Account Solutions is part of J.P. Morgan Asset Management (JPMAM) is a high growth team managing over $50B in AUM across active and passive tax-aware strategies, including long-short strategies, unified managed accounts (UMAs), active strategy tax-overlay, and passive direct-indexing. As a Tax-Smart Portfolio Manager – Associate, you will focus on partnering with research teams to build, implement and oversee tax managed investment strategies.
Your responsibilities will include:
- Daily portfolio management tax-aware separately managed accounts (SMA) portfolios, with the dual mandate of tracking investment objectives while generating tax benefits for clients.
- Ongoing oversight of portfolio and strategy level performance and attribution
- Translating research into actionable and investable systematic investment processes and portfolios
- Partnering with technology, research, product and client teams to design, build and improve scalable investment platforms
Required qualifications, capabilities and skills:
- 2-5 years of full-time relevant work experience
- Strong data and analytical skills
- Experience with portfolio optimizers and risk models
- Detail oriented and process driven
- Strong communication skills
- Exposure to long-short Investing, UMA
- Experience with tax optimization
- Familiarity with separately managed accounts
- Progress towards MBA, CFA and/or equivalent
- Python skills for analytics and process improvements
Preferred qualifications, capabilities and skills:
- Exposure to long-short Investing, UMA
- Experience with tax optimization
- Familiarity with separately managed accounts
- Progress towards MBA, CFA and/or equivalent
- Python skills for analytics and process improvements
About us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
See all 82+ Portfolio Manager jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Portfolio Manager roles.
Get Access To All JobsTips for Finding E-3 Visa Sponsorship as a Portfolio Manager
Translate your CFA credentials for U.S. employers
A CFA charter strengthens your specialty occupation case, but U.S. hiring managers may not recognize the Australian RG146 qualification. Bring documentation that maps your credentials to the relevant SOC code for portfolio managers before you start applying.
Target asset managers with existing E-3 LCA history
Search DOL's OFLC disclosure database for firms that have filed E-3 Labor Condition Applications for investment or portfolio management roles. These employers already understand the process and won't need educating at the offer stage.
Clarify discretionary authority in your job description
Your offer letter's job description must satisfy the specialty occupation definition. Vague titles like 'investment associate' can create LCA problems. Make sure your role description explicitly references degree-level analytical duties tied to portfolio construction or asset allocation.
Address dual intent proactively at your consulate interview
The E-3 is a nonimmigrant visa, so consular officers will probe your intent to return to Australia. Prepare a clear, honest account of your ties to Australia and your time-bound career objective in the U.S. to avoid administrative processing delays.
File your LCA well before your start date
DOL certifies most LCAs within seven working days, but your employer still needs time to post the required public notice before submitting. Build at least three weeks of LCA runway into your offer negotiation so your start date doesn't slip.
Use Migrate Mate to manage your LCA and consulate paperwork
The E-3 process involves coordinated DOL and State Department filings that most finance employers have never handled before. Use Migrate Mate's E-3 filing service to manage your LCA certification, DS-160, and consulate preparation so nothing falls through the cracks.
Portfolio Manager jobs are hiring across the US. Find yours.
Find Portfolio Manager JobsPortfolio Manager E-3 Visa: Frequently Asked Questions
How do I find Portfolio Manager jobs with E-3 visa sponsorship?
Migrate Mate lets you search Portfolio Manager roles filtered specifically for E-3 visa sponsorship, so you're not sorting through listings from employers unfamiliar with the visa. Because the E-3 requires an employer to file an LCA before you can apply, targeting firms that have done it before saves significant time during the hiring process.
How much does it cost to get an E-3 visa?
Migrate Mate's E-3 filing service covers the entire process for $499, including the Labor Condition Application, visa document preparation, and consulate appointment guidance. Traditional immigration lawyers charge $2,000–$5,000+ for the same work. The E-3 has less paperwork than most work visas, so paying thousands for legal help is usually unnecessary.
Does a Portfolio Manager role qualify as an E-3 specialty occupation?
Yes, provided the role requires a bachelor's degree or higher in a specific field such as finance, economics, or investment management. The key is that your job description must show the degree is a genuine entry requirement, not just a preference. Generic 'investment associate' titles without clear degree-level duties can create problems at the LCA stage, so the job description wording matters.
How does the E-3 visa compare to the H-1B for Portfolio Manager roles?
The H-1B requires entering an annual lottery with a roughly 25% selection rate, while the E-3 has no lottery and its 10,500 annual cap has never been reached. For Australian Portfolio Managers, this means you can plan a U.S. start date with a real employer offer rather than waiting on lottery results. The trade-off is that the E-3 is only available to Australian citizens.
Can I switch to a different fund or employer while on an E-3?
Yes, but you need a new LCA and a new E-3 visa stamp each time you change employers. Your current E-3 is tied to the sponsoring firm, not to you personally. If you're already in the U.S., you can start with a new employer once the new LCA is certified and your visa reflects the change, though the timing requires careful coordination to avoid a status gap.
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