Trust & Estates, Closely Held Asset Management - VP

Job Description

An Asset Manager on J.P. Morgan's Closely Held Asset Management team ("CHAM") provides asset management services for privately owned businesses held within trusts and estates at J.P. Morgan. Each Asset Manager oversees a portfolio of approximately 75–120 closely held assets, depending on complexity.

• Conduct due diligence on clients' closely held business interests to support the new business acceptance process.
• Complete annual asset reviews and market value estimates, including company due diligence, management discussions, analysis of financial and operating performance, and determination of marketability and holding recommendations to assess and manage risk.
• Analyze financial reporting, business organizational documents, and complex legal documents.
• Review key corporate actions, including shareholder votes/meetings, proxy responses, and purchase and sale transactions.
• Work with CHAM Regional Directors to address any company‑specific issues that may arise.
• Evaluate corporate governance frameworks and other key shareholder issues.
• Perform day‑to‑day asset administration such as tax and regulatory filings, organizing shareholder meetings, site visits, and insurance matters.
• Participate in and help produce CHAM‑specific training (valuation, asset management best practices, etc.).
• Work with CHAM Regional Directors and the CHAM Team Lead on various internal operational initiatives.
• Develop external marketing materials and client pitches for new business opportunities.
• Strategically consult with and develop business relationships with peers, colleagues, external parties (company management, CPAs, attorneys, business valuation professionals, etc.) to achieve deliverables.
• 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.

• Bachelor's degree in Accounting, Economics, Finance, or another 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 finance, accounting, business valuation, or trusts & estates.
• 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 independently, lead complex initiatives, and provide guidance to less senior asset managers.
• Willingness to research and understand unfamiliar topics and concepts, including business, legal, and tax issues, and to manage administrative and operational tasks as required.
• Ability to confidently prepare and present to internal and external stakeholders.
• Working knowledge of Microsoft Office (Word, Excel, and PowerPoint).
• Some travel may be required (less than 25%).

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.