Closely Held Asset Analyst & Valuation Specialist

JPMorgan Chase & Co.; Columbus (OH); On-site; USD 95,000 - 135,000; Full time

Job summary

JPMorgan Chase & Co. seeks an Asset Manager for the Closely Held Asset Management team. You will oversee a portfolio of 75–120 closely held assets, performing asset reviews, financial analysis, valuation, and evaluating corporate actions for trusts and estates.

You will interact with executive management, advisors, clients and beneficiaries, conduct due diligence, monitor regulatory filings, and contribute to CHAM training, while ensuring compliance with laws and JPMorgan standards.

Qualifications

• Bachelor degree in Accounting, Economics, Finance or related field.
• Advanced degrees and credentials are a plus (JD, MBA, CFA, ASA, CPA, CTFA, etc.).
• Closely held asset management experience preferred or equivalent experience obtained through related finance, accounting, business valuation, or trusts & estates experience.
• Knowledge and understanding of finance, business valuation, and/or trusts & estates.
• Detail oriented, with excellent organizational skills and strong oral and written communication skills.
• Ability to work in a dynamic, team environment.
• Willingness to research and understand unfamiliar topics and concepts such as business, legal, and tax issues, and manage administrative and operational tasks as required.
• Ability to confidently prepare and present to internal and external stakeholders.
• Working knowledge of Microsoft Office (MS Word, Excel, and PowerPoint).

Responsibilities

• Conduct due diligence on clients’ closely held business interests in support of the new business acceptance process
• Complete annual asset review and market value estimates, including completing company due diligence, management discussions, analyzing financial and operating performance, and determining marketability and holding recommendations in order to assess and manage risk and as a part of a comprehensive service for clients and beneficiaries
• Analyze financial reporting, business organizational documents, and complex legal documents
• Review key corporate actions, including shareholder votes/meetings, responding to proxy requests, and purchase ands ale transactions
• Evaluate corporate governance frameworks and other key shareholder issues
• Day-to-day asset administration (tax and regulatory filings, organizing shareholder meetings, site visits, insurance, etc.)
• Participate in and help produce CHAM-specific training (valuation, asset management best practices, etc.)
• Ensure compliance with banking regulations, policies, procedures, and J.P. Morgan standards
• Communicate analysis, recommendations, and decisions to internal and external stakeholders, professionals, and clients

Skills

Financial analysis

Valuation

Communication skills

Detail oriented

Team collaboration

Client communication

Education

Bachelor's degree in Accounting, Economics, Finance

Advanced degrees and credentials (JD, MBA, CFA, ASA, CPA, CTFA)

Tools

Microsoft Office

Job description

JPMorgan Chase & Co. seeks an Asset Manager for the Closely Held Asset Management team. You will oversee a portfolio of 75–120 closely held assets, performing asset reviews, financial analysis, valuation, and evaluating corporate actions for trusts and estates.

You will interact with executive management, advisors, clients and beneficiaries, conduct due diligence, monitor regulatory filings, and contribute to CHAM training, while ensuring compliance with laws and JPMorgan standards.