JP Morgan Chase & Co. Hiring For Valuation Analyst at Mumbai

JP Morgan Chase & Co.; Mumbai Suburban; On-site; USD 60,000 - 1,00,000; Full time

Job summary

Join a dynamic team in a leading global financial services firm, where you will play a pivotal role in asset management and valuations. This full-time analyst position offers the chance to work on significant client relationships and contribute to financial analysis and reporting activities. You will be part of a collaborative environment that values attention to detail and proactive problem-solving. With a focus on professional growth, this role provides an opportunity to enhance your skills in financial modeling and valuation methodologies while working alongside experienced professionals. If you're driven, detail-oriented, and ready to take on challenges, this position is perfect for you.

Qualifications

• 2-5 years of relevant work experience in financial analysis.
• Ability to interpret financial statements and tax returns.

Responsibilities

• Perform ongoing asset review reporting and financial performance analysis.
• Research and write reports on various sectors and the economy.

Skills

Financial Analysis

Valuation Methodologies

Financial Modeling

Report Writing

Stakeholder Management

Attention to Detail

Time Management

Education

CFA/CA

Strong Educational Credentials

Job description

About the Employer
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.4 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. JPMorgan Chase & Co. serves millions of consumers globally and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at.
J.P. Morgan Asset & Wealth Management is one of the largest asset and wealth managers in the world overseeing client assets of $4.3trillion and assets under management of $3.1 trillion. The Asset Management division provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through the firm’s global network of investment professionals. We are the investment manager of choice for institutions, financial intermediaries and individual investors worldwide. The Wealth Management division provides customized financial advice to help ultra high net worth and high net worth clients and their families achieve their financial goals. Our dedicated teams of specialists leverage J.P. Morgan’s global resources and advise clients across planning, investing, lending, banking, philanthropy, family office management, fiduciary services, special advisory services and more.
Wealth Management India Solutions teams are part of a Global Solutions organization that oversees over $1.9 trillion in assets with 1,300 team members globally. Our teams have extensive industry experience, and leverage global economic and market insights to formulate broad strategic views and provide integrated solutions and advice through a client lens. Our India teams cover all functions that span across the entire lifecycle of a client. For Investments products, the team covers functions like Due Diligence, Research & Data Analytics, Investor Relations, Product Development, Fund Controllers & Trade Support. For Banking products, the team caters to Deposits & Lending Product Development. Across Mortgages, Trust & Estates, Insurance & Retirement and Custody products the team is involved in sales support and reporting activities. The scale, depth & diversity of the firm provides its employees extensive opportunities to learn and move within the organization, thereby gaining rich experience to build a long term career with the firm.
JPMorgan is an equal opportunity employer and places high value on diversity and inclusion. We recognize that our people are our strength and diversity of thought and practices makes us more successful.
The current opening is within Closely Held Asset Management (CHAM) team in Mumbai which forms part of the Trust & Estate group within Wealth Management India Solutions.
Closely Held Asset Management
The CHAM team sits within our Global Managed Solutions & Strategy business and comprises of 21 individuals across Columbus, Chicago, Mumbai & Bengaluru overseeing more than USD 5 billion of client assets globally. The prime responsibility of the team is to support Review and Valuations of closely held assets to determine if the asset should be retained or sold. Responsibilities include the issuance of asset reviews, account reviews, and market value estimates for the purpose of informing internal partners and trust beneficiaries regarding a closely held asset’s performance, while fulfilling J.P. Morgan’s regulatory requirements associated with fiduciary services.
About the Role
CHAM is seeking a Full-Time Analyst to join the team in India. The Analyst will work with the team on prospective opportunities and supporting existing client relationships. The role requires attention to detail, an awareness of the risks involved and an ability to work under pressure and strict adherence to deadlines.
Responsibilities Include:

• Performing ongoing asset review reporting activities, including financial and operating performance analysis
• Application of relevant business information in appropriate valuation methodologies and models to derive and support an indication of value
• Managing a regional selection of assets and acting as the primary interface for the equity and valuation review processes of such assets, while displaying excellent time management and workflow management abilities
• Researching and writing reports focused on the general economy in addition to various sectors such as banking, real estate, energy, etc.
• Managing deliverables while servicing all ad hoc queries and requests.
• Managing all relationships with internal and external stakeholders
• Ability to handle and manage change
• Organizational contribution by taking up a role to support organization wide initiatives
• Contribute towards other processes within the larger organization during the cyclical phase of low volumes

Desired Candidate Profile:

• 2-5 years of relevant work experience
• Ability to understand and interpret of financial statements and tax returns
• Sound understanding of how to read business fundamentals
• A thorough understanding of different valuation methodologies
• Have the ability to work independently and to proactively seek guidance from others as needed
• Good understanding of financial modeling and excellent financial writing skills
• Strong team player and has the capacity to build good working relationships with cross functional/geographical teams
• Result oriented, accepting responsibilities and challenges that take them outside their comfort zone
• Positive outlook and a desire to stretch themselves to achieve both personal and functional success
• Partners well with peers, managers and functional partners
• Domain expertise in one of the major sectors reviewed by the team, including the ability to interpret financials and perform financial analysis

Education:

• Strong educational credentials
• CFA/CA would be advantageous

Shift Timing: EMEA (1:30 pm to 10:30pm)