JPMorgan Chase Wealth Management - Oil, Gas & Mineral Management – Mineral Property Analyst in Fort Worth, Texas

J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

J.P. Morgan's Specialty Assets has over $17 billion of assets under management in fiduciary and agency accounts. With a staff of 35 in house professionals and outside partners who specialize in closely held businesses, real estate, farm and ranch management, and oil, gas, and mineral properties nationally, J.P. Morgan is one of the largest asset and property managers in this class. We help clients buy, sell, transfer, and manage specialty assets. Our group's asset investment managers and property managers work with individuals, partnerships, families, educational institutions, endowments, and private foundations.

As Asset Managers, we:

  • Think specialty assets can be a valuable part of clients' overall portfolio.

  • Understand not all specialty assets are "good" assets for all clients, so we make recommendations about the overall desirability of each asset.

  • Function as investment analysts, determining whether or not an asset meets the objectives of the portfolio.

As Property Managers, we:

  • Handle sales, leasing, contract negotiations, capital improvements, development, repairs and maintenance, rent collection, payment of property expenses, and more.

  • Provide detailed accounting on a property-by-property basis.

  • Provide sell/hold recommendations, assist with sales, evaluate offers, value businesses, implement estate plans and support wealth transfers.

  • Look for ways to enhance both the value of and the return from illiquid assets.

Position: Mineral Property Analyst

Primary focus is to support growth of our fiduciary business by enabling our Mineral Property Managers to deepen existing client relationships and develop new business opportunities.

Responsibilities:

  • Balancing and verifying income and expenses

  • Research accounts on fees charged & annual review recommendations

  • Prepare client presentations

  • Perform production audits, lease status and land research

  • Lease pricing research

  • Escheated funds and unclaimed property research

  • Documenting lease proposals

  • Prepare and deliver W-9’s

  • Prepare check requests, bid forms, fee forms

  • Image documents to land database

  • Review and remediate data

  • Review tax payments

  • Joint interest billing review and approval

  • Process expenditure authorizations

  • College degree (or near completion)

  • Minimum 2 years oil and gas land/division order experience

  • Computer literate including Word and Excel.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.