Trust & Estates - Analyst

You are a strategic thinker passionate about driving solutions. You have found the right team

As an Analyst within the Trusts & Estates team, you will conduct asset reviews and valuations to guide strategic decisions. You will analyze financial and operational performance, applying valuation methodologies to support pricing estimates. Your role will involve managing deliverables and fostering relationships with stakeholders.

Job Responsibilities

• Conduct asset review reporting, including financial and operational performance analysis.
• Draft comprehensive industry reviews across multiple sectors.
• Apply relevant business information to valuation methodologies and models to derive and support pricing estimates.
• Manage deliverables while addressing ad hoc queries and requests.
• Leads stakeholder reporting and status updates for all activities.
• Foster and maintain relationships with internal stakeholders.

Required Qualifications, Capabilities, and Skills:

• Demonstrate minimum of 4 years' experience in Financial Services.
• Exhibit proficiency in financial modeling.
• Analyze financial statements and tax returns effectively.
• Work independently while seeking guidance when needed.
• Communicate effectively in written and oral forms.
• Organize tasks with strong analytical skills.
• Develop relationships with team members and stakeholders.

Preferred Qualifications, Capabilities, and Skills:

• Exhibit strong interpersonal skills.
• Demonstrate critical analysis and judgment.
• Show initiative in overcoming challenges.
• Maintain self-initiative to meet deliverables.
• Foster collaboration within the team.
• Adapt to dynamic work environments.
• Enhance problem-solving capabilities.

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Client-provided location(s): Mumbai, India

Job ID: JPMorgan-210658815

Employment Type: FULL_TIME

Posted: 2025-08-23T19:04:09