Lead Closely Held Asset Manager & Valuation Analyst

Fairygodboss; Columbus (OH); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in Columbus is seeking an Asset Manager to oversee a portfolio of closely held assets within the Closely Held Asset Management (CHAM) team.

You will conduct asset reviews, perform financial analysis and valuations, and evaluate corporate actions while communicating with clients, trust beneficiaries and JPMorgan professionals. The role involves due diligence, governance reviews, day-to-day asset administration, and contributing to CHAM training, with a focus on compliance and

Qualifications

• Detail oriented with excellent organizational and communication skills
• Ability to work in a dynamic team environment
• Strong familiarity with Microsoft Office (Word, Excel, PowerPoint)

Responsibilities

• Conduct due diligence on clients' closely held business interests
• Complete annual asset reviews and market value estimates
• Analyze financial reporting and complex legal documents
• Review corporate actions including votes, meetings, and transactions
• Evaluate governance frameworks and shareholder issues
• Handle day-to-day asset administration (tax/regulatory filings, meetings, site visits)
• Assist CHAM training on valuation and best practices
• Ensure compliance with banking regulations and JPMorgan standards
• Communicate analyses and recommendations to stakeholders

Job description

JPMorgan Chase & Co. in Columbus is seeking an Asset Manager to oversee a portfolio of closely held assets within the Closely Held Asset Management (CHAM) team.

You will conduct asset reviews, perform financial analysis and valuations, and evaluate corporate actions while communicating with clients, trust beneficiaries and JPMorgan professionals. The role involves due diligence, governance reviews, day-to-day asset administration, and contributing to CHAM training, with a focus on compliance and