Trust & Estates, Closely Held Asset Management - VP

JPMorgan Chase · Columbus, OH, United States

Location
Columbus
Job Type
Full-time
Posted
July 08, 2026

Job Description

An Asset Manager on J.P. Morgan's Closely Held Asset Management team (CHAM) provides asset management services for privately owned businesses (corporations, partnerships and limited liability companies) that are held within trusts and estates at J.P. Morgan. Each Asset Manager is responsible for overseeing a portfolio of approximately 75 - 120 closely held assets, depending on complexity.
Responsibilities include conducting asset reviews (including financial analysis and valuation) and evaluating, responding and approving key corporate actions (e.g., purchase and sale transactions) and other asset-related issues that may arise. Asset Managers participate in conference calls with executive management and advisors of the closely held companies in the Asset Manager's portfolio, and interface with clients, trust beneficiaries and internal JPMorgan partners. You will be a senior asset manager having advanced subject matter knowledge and expertise in the management of specialty assets, an...

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