Trust And Estates - Vice President

Job Description

Join JPMorgan Chase & Co., a global leader in financial services, and be part of a team that shapes asset management strategies worldwide.

As a Vice President in the Closely Held Asset Management (CHAM) team, you oversee financial and valuation analysis for closely held assets. You manage and coach a team of analysts and associates, ensuring high-quality deliverables and regulatory compliance.

Job Responsibilities

• Perform reviews and quality checks on financial and operating performance analyses
• Critically assess asset valuations and underlying assumptions
• Develop and deliver training materials for team upskilling
• Manage team assignments and conduct daily huddles
• Plan and oversee workflow to meet global delivery targets
• Conduct one-on-one coaching sessions with team members
• Present management review decks and manage stakeholder relationships
• Analyze economic developments and provide relevant feedback
• Manage deliverables and respond to ad hoc queries
• Handle tight timelines and conflicting priorities
• Support organization-wide initiatives and contribute to team success
  
  

Required Qualifications, Capabilities And Skills

• Demonstrate 10+ years of relevant work experience
• Exhibit expertise in financial statement and tax return analysis
• Apply thorough understanding of business fundamentals
• Utilize advanced valuation methodologies to solve complex queries
• Review financial models and produce high-quality financial writing
• Lead and motivate cross-functional and geographically diverse teams
• Manage escalations and liaise with internal and external stakeholders
  
  

Preferred Qualifications, Capabilities And Skills

• Hold CFA or CA certification
• Display strong academic background
• Adapt quickly to changing priorities and manage change effectively
• Mentor and develop junior team members
• Communicate complex information clearly and concisely
• Engage proactively with global partners and stakeholders
• Demonstrate strong analysis and problem-solving skills
  
  

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

About The Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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