Senior Asset Manager, Closely Held Trusts & Estates

JPMorganChase; Columbus (OH); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorganChase in Columbus, Ohio is seeking an Asset Manager to oversee a portfolio of closely held assets, providing asset management services for privately owned businesses held within trusts and estates. Responsibilities include conducting due diligence, performing annual asset reviews, and communicating analysis to stakeholders.

The ideal candidate will have over 5 years of closely held asset management experience, a bachelor's degree in a related field, and strong analytical and communication skills. The position requires independent work and occasional travel.

Qualifications

• 5+ years of closely held asset management experience preferred.
• Detail-oriented with excellent organizational skills.
• Ability to present analysis confidently.

Responsibilities

• Conduct due diligence on clients' closely held business interests.
• Complete annual asset reviews and market value estimates.
• Analyze financial reporting and corporate governance frameworks.

Skills

Asset management experience

Financial analysis

Communication skills

Organizational skills

Independent work

Microsoft Office

Education

Bachelor's degree in Accounting, Economics, Finance or related field

Advanced degrees (JD, MBA, CFA, CPA, etc.)

Job description

JPMorganChase in Columbus, Ohio is seeking an Asset Manager to oversee a portfolio of closely held assets, providing asset management services for privately owned businesses held within trusts and estates. Responsibilities include conducting due diligence, performing annual asset reviews, and communicating analysis to stakeholders.

The ideal candidate will have over 5 years of closely held asset management experience, a bachelor's degree in a related field, and strong analytical and communication skills. The position requires independent work and occasional travel.