Trust and Estates - Vice President

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