Job Description
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Valuation Analyst- Wealth Management India Solution
JPMorgan Chase Bank, N.A.
Mumbai, Maharashtra
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11 hours agoFull–time
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.4 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. JPMorgan Chase & Co. serves millions of consumers globally and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com .
J.P. Morgan Asset & Wealth Management is one of the largest asset and wealth managers in the world overseeing client assets of $4.3 trillion and assets under management of $3.1 trillion. The Asset Management division provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through the firm's global network of investment professionals. We are the investment manager of choice for institutions, financial intermediaries and individual investors worldwide. The Wealth Management division provides customized financial advice to help ultra high net worth and high net worth clients and their families achieve their financial goals. Our dedicated teams of specialists leverage J.P. Morgan's global resources and advise clients across planning, investing, lending, banking, philanthropy, family office management, fiduciary services, special advisory services and more.
Wealth Management India Solutions teams are part of a Global Solutions organization that oversees over $1.+ trillion in assets with 1,300 team members globally. Our teams have extensive industry experience, and leverage global economic and market insights to formulate broad strategic views and provide integrated solutions and advice through a client lens. Our India teams cover all functions that span across the entire lifecycle of a client. For Investments products, the team covers functions like Due Diligence, Research & Data Analytics, Investor Relations, Product Development, Fund Controllers & Trade Support. For Banking products, the team caters to Deposits & Lending Product Development. Across Mortgages, Trust & Estates, Insurance & Retirement and Custody products the team is involved in sales support and reporting activities. The scale, depth & diversity of the firm provides its employees extensive opportunities to learn and move within the organization, thereby gaining rich experience to build a long term career with the firm.
JPMorgan is an equal opportunity employer and places high value on diversity and inclusion. We recognize that our people are our strength and diversity of thought and practices makes us more successful.
The current opening is within Closely Held Asset Management ("CHAM") team in Mumbai which forms part of the Trust & Estate group within Wealth Management India Solutions.
Closely Held Asset Management
The CHAM team sits within our Global Managed Solutions & Strategy business and comprises of 21 individuals across Columbus, Chicago, Mumbai & Bengaluru overseeing more than USD 5 billion of client assets globally. The prime responsibility of the team is to support review and valuations of closely held assets to determine if the asset should be retained or sold. Responsibilities include the issuance of asset reviews, account reviews, and market value estimates for the purpose of informing internal partners and trust beneficiaries regarding a closely held asset's performance, while fulfilling J.P. Morgan's regulatory requirements associated with fiduciary services.
Valuation Analyst- Wealth Management India Solution
JPMorgan Chase Bank, N.A.
Mumbai, Maharashtra
Apply on Glassdoor
11 hours agoFull–time
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.4 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. JPMorgan Chase & Co. serves millions of consumers globally and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com .
J.P. Morgan Asset & Wealth Management is one of the largest asset and wealth managers in the world overseeing client assets of $4.3 trillion and assets under management of $3.1 trillion. The Asset Management division provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through the firm's global network of investment professionals. We are the investment manager of choice for institutions, financial intermediaries and individual investors worldwide. The Wealth Management division provides customized financial advice to help ultra high net worth and high net worth clients and their families achieve their financial goals. Our dedicated teams of specialists leverage J.P. Morgan's global resources and advise clients across planning, investing, lending, banking, philanthropy, family office management, fiduciary services, special advisory services and more.
Wealth Management India Solutions teams are part of a Global Solutions organization that oversees over $1.+ trillion in assets with 1,300 team members globally. Our teams have extensive industry experience, and leverage global economic and market insights to formulate broad strategic views and provide integrated solutions and advice through a client lens. Our India teams cover all functions that span across the entire lifecycle of a client. For Investments products, the team covers functions like Due Diligence, Research & Data Analytics, Investor Relations, Product Development, Fund Controllers & Trade Support. For Banking products, the team caters to Deposits & Lending Product Development. Across Mortgages, Trust & Estates, Insurance & Retirement and Custody products the team is involved in sales support and reporting activities. The scale, depth & diversity of the firm provides its employees extensive opportunities to learn and move within the organization, thereby gaining rich experience to build a long term career with the firm.
JPMorgan is an equal opportunity employer and places high value on diversity and inclusion. We recognize that our people are our strength and diversity of thought and practices makes us more successful.
The current opening is within Closely Held Asset Management ("CHAM") team in Mumbai which forms part of the Trust & Estate group within Wealth Management India Solutions.
Closely Held Asset Management
The CHAM team sits within our Global Managed Solutions & Strategy business and comprises of 21 individuals across Columbus, Chicago, Mumbai & Bengaluru overseeing more than USD 5 billion of client assets globally. The prime responsibility of the team is to support review and valuations of closely held assets to determine if the asset should be retained or sold. Responsibilities include the issuance of asset reviews, account reviews, and market value estimates for the purpose of informing internal partners and trust beneficiaries regarding a closely held asset's performance, while fulfilling J.P. Morgan's regulatory requirements associated with fiduciary services.
💡 Quick Summary
Seeking a career-building opportunity? The Valuation Analyst| Wealth Management India Solution position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.