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JPMorgan Asset & Wealth Management, a global leader with $2.8 trillion in client assets, offers investment management across all major asset classes to institutions, high-net-worth team members, and retail investors worldwide. Our services also include retirement products, brokerage and banking services, trusts and estates, loans, mortgages, and deposits. The Global Trusts & Estates Practice, with over 160 years of experience, is a crucial part of our offerings, delivered by highly capable team members with technical expertise and strong interpersonal skills.

As a Wealth Management, Trust & Estates, Closely Held Asset Management - Vice President within JPMorgan's Asset & Wealth Management team, you will be responsible for overseeing a portfolio of approximately 75 - 120 closely held assets, conducting asset reviews, evaluating and approving key corporate actions, and interfacing with clients, trust beneficiaries, and internal JPMorgan partners. You will also provide guidance to less senior asset managers and lead complex initiatives.

Job Responsibilities:

• Conduct due diligence on clients' closely held business interests in support of the new business acceptance process

• Complete annual asset review and market value estimates, including completing company due diligence, management discussions, analyzing financial and operating performance, and determining marketability and holding recommendations in order to assess and manage risk and as a part of a comprehensive service for clients and beneficiaries

• Analyze financial reporting, business organizational documents, and complex legal documents

• Review key corporate actions, including shareholder votes/meetings, responding to proxy requests, and purchase and sale transactions

• Work with CHAM Regional Directors to address any company-specific issues that may arise

• Day-to-day asset administration (tax and regulatory filings, organizing shareholder meetings, site visits, insurance, etc.)

• 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, management, external parties (company management, CPAs, attorneys, business valuation professionals, etc.) to achieve deliverables.

• Communicate analysis, recommendations, and decisions to internal and external stakeholders, professionals, and clients

Required Qualifications, Skills and Capabilities:

• Bachelor degree in Accounting, Economics, Finance, or other related field

• 5+ years of closely held asset management experience preferred or equivalent experience obtained through related finance, accounting, business valuation, or trusts & estates experience

• 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 in a dynamic, team environment

• Willingness to research and understand unfamiliar topics and concepts such business, legal, and tax issues, and manage administrative and operational tasks as required

• Ability to confidently prepare and present to internal and external stakeholders

• Working knowledge of Microsoft Office (MS Word, Excel, and PowerPoint)

• Some travel may be required (less than 25%)

Preferred Qualifications, Skills and Capabilities:

• Advanced degrees and credentials are a plus (JD, MBA, CFA, ASA, CPA, CTFA, etc.)

J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.

JPMorgan Chase & Co., 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

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