• Managing the oversight of the equity and valuation review process of senior analysts and analysts, including time management and workflow processes; monitoring performance of closely held assets to inform clients of their performance and to fulfill regulatory requirements; training, mentoring, and development of staff; and ensuring appropriate blend of staffing, education, accreditation, and experience to meet fiduciary obligations in consultation with colleagues and the managing director (60%);
• Researching and completing annual investment reviews and market value estimates for assets/accounts pursuant to J.P. Morgan policies and procedures, and reporting any exception to management (30%); and
• Reviewing milestone achievements and provide feedback to senior analysts and analysts on performance, including eventual promotional recommendations or corrective actions (10%).

The individual must be able to analyze complex situations and recommend appropriate solutions, using internal and external resources within strict time constraints. The position requires the ability to supervise senior analysts and analysts, work with executive level management within J.P. Morgan, as well as the ability to communicate effectively (in both verbal and written form). Other qualifications of the ideal candidate include:

• Three to five years of experience in the equity review and valuation of privately held or publicly traded companies.
• Bachelor’s degree in finance, economics, accounting or related field required. 
• Advanced degree, industry accreditation, or relevant experience in the field of appraisal practice and valuation methodologies (e.g., certified by the American Society of Appraisers), mergers and acquisitions, fiduciary trusts, or finance a plus. 
• Requires extensive knowledge of financial analysis, accounting (e.g., US GAAP), and preferably some knowledge of trust and investments.
• Requires thorough technical knowledge of various software applications including Microsoft Office (MS Word, Excel, Access, and PowerPoint) and Lotus Notes. OMNI System knowledge a plus.
• Excellent organizational skills and effective oral and written communication skills. Proficiency in spelling, grammar, and punctuation.