VP, Closely Held Asset Management & Trusts

JPMorganChase; Chicago (IL); On-site; USD 110,000 - 190,000; Full time

Job summary

JPMorgan Chase is seeking a Vice President within the Closely Held Asset Management (CHAM) team. You will oversee a portfolio of 75–120 closely held assets held in trusts and estates, guiding asset reviews, valuations, and responses to corporate actions.

You will communicate with clients, beneficiaries, and JPMorgan partners, lead complex initiatives, and may have added approval authority. A senior asset manager with advanced knowledge is expected.

Qualifications

• Bachelor degree in Accounting, Economics, Finance or related field.
• Advanced degrees and credentials are a plus (JD, MBA, CFA, ASA, CPA, CTFA, etc)
• 5+ years of closely held asset management experience preferred or equivalent experience in related finance, accounting, or trusts & estates
• Knowledge of finance, business valuation, and trusts & estates
• Detail oriented with strong organizational and communication skills
• Ability to work in a dynamic, team environment
• Willingness to research unfamiliar topics and manage tasks as required
• Proficient in MS Office (Word, Excel, PowerPoint)

Responsibilities

• Conduct due diligence on clients’ closely held business interests during new business acceptance.
• Complete annual asset reviews and market value estimates with due diligence and analyses.
• Analyze financial reporting, org documents, and complex legal documents.
• Review corporate actions including shareholder votes and transactions.
• Collaborate with CHAM Regional Directors on issues arising.
• Evaluate governance frameworks and shareholder issues.
• Handle day-to-day asset administration and regulatory filings.
• Assist in CHAM training on valuation and best practices.
• Contribute to internal operational initiatives with regional leads.
• Develop external marketing materials and client pitches.

Skills

Communication

Attention to detail

Financial analysis

Teamwork

MS Office

Presentation

Adaptability

Education

Bachelor's degree in Accounting/Economics/Finance

Advanced degrees (JD/MBA/CFA/CPA/CTFA) a plus

Tools

Microsoft Office

Job description

JPMorgan Chase is seeking a Vice President within the Closely Held Asset Management (CHAM) team. You will oversee a portfolio of 75–120 closely held assets held in trusts and estates, guiding asset reviews, valuations, and responses to corporate actions.

You will communicate with clients, beneficiaries, and JPMorgan partners, lead complex initiatives, and may have added approval authority. A senior asset manager with advanced knowledge is expected.