JPMorgan Wealth Management Trust & Estates Closely 

United States, Ohio, Columbus 

864335106

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.)