Campbell - Investment Specialist Executive Director jobs at Jpmorgan in United States, Portland

Campbell Global is a leading global investment manager focused on forestland. We are widely recognized as an authority on both forest management and timberland investing. Based in Portland, Oregon, we have nearly four decades of experience in forestland management and value creation. A pioneer in the field, over the last 40+ years we have managed 5.5 million acres (2.2 million hectares) worldwide for pension funds, foundations, and other institutional investors. Campbell Global is a subsidiary of J.P. Morgan.

As a Senior Accountant within Campbell Global’s Client Accounting group, you will take on a leading role in managing the general ledger and overseeing all accounting tasks for the Funds under your supervision. Collaborating closely with Cash Management, Accounts Receivable, and Accounts Payable, your role will ensure the books are closed accurately and promptly. Your duties will encompass the preparation of monthly and/or quarterly client financial statements, investor reports, and annual audit reports. Additionally, you will be involved in researching and implementing new accounting processes and procedures. Your role is crucial in maintaining the accuracy and integrity of the accounting system, client reporting, and accounting procedures.

Job Responsibilities

• Prepare monthly and quarterly client financial statements as well as special ad-hoc reports for investors.
• Prepare annual audit support and tax schedules.
• Prepare and analyze journal entries and maintain all general ledger supporting schedules and reconciliations.
• Perform fixed asset accounting (maintain fixed asset register and maintain the capital expenditures system).
• Have the ability to learn and understand reporting differences between US GAAP and IFRS.
• Review check requests, bank statements, adjustments to accounts payable and receivable, and cash management.
• Respond to internal and external information requests in conjunction with management and team members.

Required qualifications, capabilities and skills

• Bachelor’s Degree in Accounting, Finance, or Business.
• Three years’ work experience in Accounting, other qualified experienced candidates will be considered.
• High proficiency in Excel.
• Experience with Investment Accounting and tax.
• Self-starter and ability to work independently and as a team.
• Positive attitude and willingness to learn new skills and take on new challenges.
• Demonstrated interpersonal and teamwork skills.

Preferred qualifications, capabilities and skills

• Exposure to Oracle, SmartView and Essbase or similar software.

Job Summary

As an Executive Director level Investment Specialist supporting Campbell Global, you will assist and promote new and existing client management including managing a team of two, taking a lead role on reporting internal and external inquiries. In addition, you will work with the Campbell Global Strategic Solutions group on development and updates of marketing materials and intellectual capital, client pitches and reviews, and development of close collaborative relationships with both portfolio management and client advisor teams.

Job Responsibilities

• Key contributor to product strategy, platform development and product launches working in partnership with Campbell Global lead team and the Product Strategy & Development Team
• Develop & maintain relationships between the investment desks and distribution teams
• Understand and articulate investment strategies and performance to internal and external stakeholders and clients
• Internal education including thought leadership, training, partnering with Client Skills & Training Team, Market Insights Team, Sustainable Investment Team, subject matter experts and distribution teams
• Actively support new product development and positioning; monitor trends in the market and propose solutions in response
• Work with marketing/communications teams to promote products and produce best-in-class client communications
• Fundraising and ongoing client relationship management as well assist with launching new products
• Provide project management leadership including coordinating and completing follow-up and due diligence requests from prospective investors and current clients.
• Lead and work collaboratively with internal teams to provide excellent and timely responses to all RFI/RFP requests, prospective investment follow-up queries and from time-to-time client inquiries.
• Partner with internal teams and external support to create persuasive sales documents such as proposals and presentations.

• Maintain working knowledge of the forestry asset class, capital markets, carbon markets and forest management operations.

Required Qualifications, Capabilities and Skills

• 9+ years of experience in Investment Specialist or Product Specialist role
• Detail-oriented, highly entrepreneurial and self-motivated with a proven track record of sustainable achievement in a financial sales environment; Outstanding energy, focus, and drive to achieve results
• Demonstrates industry and product knowledge by understanding the competition, the clients and marketplace
• Excellent written, oral and presentation skills, along with a genuine interest in the subject matter, which enable the delivery of concise and persuasive new business presentations and investment reviews
• Strong relationship building skills applicable to existing clients, prospective clients and internal colleagues within Alternatives and across J.P. Morgan

Preferred Qualifications, Capabilities and Skills

• Series 24 license
• Expertise in alternatives strongly preferred

As a Senior Executive Assistant in Consumer and Community Banking, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output. Your daily routine also includes interaction with various executive level internal clients across the lines of businesses. You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.

Job responsibilities

• Maintain complex and detailed calendars
• Screen incoming calls and determine the level of priority, while using caution in dispensing information
• Manage the coordination and logistics of both internal and external meetings
• Arrange and coordinate complicated domestic and international travel
• Organize all aspects of internal and external events, including catering and transportation
• Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
• Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
• Produce high quality emails and messages to individuals at all levels of the organization
• Maintain department documents, including current organizational charts and Executive Bio’s
• Handle regular activities without prompting, and advise in advance with issues or delays
• Assist in editing spreadsheets and presentations, including printing and binding, for client meetings

Required qualifications, capabilities, and skills

• At least five years of administrative experience
• Advanced ability to organize
• Discretion and good judgment in confidential situations, and proven experience interacting with senior management
• Strong interpersonal, written, and oral communication skills
• Strong proficiency in Microsoft Office
• Excellent telephone etiquette and ability to manage competing priorities i.e. calendar management

Preferred qualifications, capabilities, and skills

• Experience supporting at the Managing Director level (or equivalent) or above
• College degree is a plus

Campbell Global is a leading global investment manager focused on forestland. We are widely recognized as an authority on both forest management and timberland investing. Based in Portland, Oregon, we have nearly four decades of experience in forestland management and value creation. A pioneer in the field, over the last 40+ years we have managed 5 million acres worldwide for pension funds, foundations, and other institutional investors. Campbell Global is a subsidiary of J.P. Morgan.

JOB SUMMARY:

As an Associate in Portfolio Management at Campbell Global, you will play a pivotal role in supporting the development and execution of client investment strategies. Your work will involve timely and accurate client reporting, portfolio analysis, and project support to the Portfolio Management group. You will have the opportunity to work with global timberland portfolios that span our core investment regions (North America, Latin America, and Australasia).

JOB RESPONSIBILITIES:

• Write, update, and review periodic client reports.
• Develop presentation materials for and participate in client meetings.
• Evaluate client reports to ensure integrity and accuracy by performing reconciliations, perform product pricing analysis and budget variance analysis.
• Complete and respond to consultant and client data reporting and analysis requests, as well as other ad hoc requests that support client relationships.
• Develop financial models and projected return analysis to support portfolio investment decisions.
• Coordinate with other functions within the firm on portfolio projects and initiatives.
• Improve and document client reporting and portfolio analysis processes.

Required qualifications, capabilities, and skills

• B.S. Degree and three years’ work experience in a related field or an equivalent combination of education, training and experience resulting in the knowledge and skills required to perform the job.
• Intermediate knowledge of accounting practices and guidelines, and an ability to analyze financial statements.
• Demonstrated analytic, financial analysis, and problem-solving capabilities.

Excellent interpersonal, presentation, writing, and communication skills.

• Demonstrated organizational skills. Must be able to perform multiple tasks efficiently and work well under deadline situations.

Preferred qualifications, capabilities, and skills

• MBA, CFA, CAIA, or working toward that designation.
• Knowledge of the timber investment industry.

Campbell Global, a subsidiary of J.P. Morgan, is a renowned global investment manager specializing in forestland. Based in Portland, Oregon, we have nearly 40 years of experience in managing 5.5 million acres worldwide for various institutional investors. As part of the Alternatives platform within Asset Management, we offer a unique opportunity in the field of forestland management and value creation.

As a Forest Planner within Campbell Global, you will be responsible for delivering timely and precise timberland investment analysis to our clients. This includes tasks such as harvest scheduling, timberland valuation, acquisition underwriting analysis, and exploring various timber management alternatives in timberland investments. Utilizing industry-standard forest optimization software, you will model acquisition opportunities, manage properties, and handle dispositions. You will also collaborate with various teams across the company, including the Acquisitions, Operations, and Portfolio Management teams.

Job responsibilities

• Create and maintain long term forest plans for assets under management to project timber, carbon and other forest product cash flows for tactical and strategic planning efforts using harvest scheduling software.
• Develop acquisition valuation models along with executive summary materials to internal and external audiences. Work with CG’s Acquisition team to meet timelines and assure high underwriting standards.
• Maintain discounted cash flow models using CG’s Timberland Investment Model software, including periodic model updates to support quarterly update reports and other reports as requested.
• Analyze carbon projects on existing assets under management and potential acquisitions. Work with carbon developers and internal teams to assess future project viability.
• Support continued analysis of existing carbon projects on assets under management.
• Conduct analysis and review of regional operating and economic assumptions underpinning valuation models for CG’s core investment regions (Australasia, U.S. and LatAm) with a focus on the U.S.
• Develop executive summary materials to present investment analytics to internal and external audiences.
• Support the continued enhancement of CG’s proprietary planning and valuation tools, resources, and reporting systems.
• Actively participate within the organization to ensure all timberland management investment services meet or exceed client commitments.
• Represent Campbell Global at all levels, maintaining positive public relations.

Required qualifications, capabilities and skills

• Advanced degree in Forestry, Natural Resources or closely related field; and a minimum of three years working experience in a related field; or equivalent combination of education, training and experience.
• Experience with harvest scheduling software and methods. Demonstrated experience and proficiency using the Remsoft’s Woodstock suite of tools.
• Demonstrated knowledge and experience in CG’s core investment regions including an understanding of forest product markets, inventory, forest growth and yield, forest operations and silvicultural management regimes.
• Demonstrated ability to collaborate effectively in a team environment across multiple disciplines and across multiple locations.
• Must have excellent communication skills, both oral and written, as well as demonstrated strong interpersonal skills.
• Demonstrates excellent organizational, time, and prioritization management skills.

Preferred qualifications, capabilities and skills

• Experience designing and writing SQL queries and functions from relational databases.
• Knowledge and aptitude in a structured programming language such as R, Python, etc. is a strong plus.
• Demonstrated background in carbon-focused measurements and protocols is a plus.

Campbell Global is a leading global investment manager focused on forestland. We are widely recognized as an authority on both forest management and timberland investing. Based in Portland, Oregon, we have nearly four decades of experience in forestland management and value creation. A pioneer in the field, over the last 40+ years we have managed 5 million acres worldwide for pension funds, foundations, and other institutional investors. As part of the Alternatives platform within Asset Management, Campbell Global (“CG”) is a leading global investment manager focused on forestland.

Job responsibilities:

• Serve as the primary liaison between clients and Campbell Global, ensuring exemplary service. Engage in proactive client communication, maintaining strong relationships through regular meetings and updates.
• Ensure contract compliance as well as the preparation and monitoring of the annual Client Service Plan; manage investor communications surrounding financial statements, operational results, significant changes in the forest products industry or related markets, and significant changes at CG.
• Actively participate on relevant committees and groups to represent the client’s needs and interests, and provide recommendations; proactively interact with CG Operations, Finance & Accounting, and other internal groups to ensure optimal asset performance, prudent risk management, equitable treatment based on client objectives; and appropriate accounting, tax treatment, and tax and entity structures are in place and maintained.
• Prepare and present investor reporting, including monthly, quarterly, and annual reports, budget forecasts, valuations.
• Evaluate and recommend strategic adjustments to portfolio construction to meet client goals. This may encompass advice on acquisition, disposition, leverage, and value creation.
• Facilitate effective communication between corporate and field personnel, and ensure compliance with environmental and financial risk management protocols.
• Review and participate in strategic planning as well as all ongoing business aspects of the portfolio, seeking to achieve ‘best practices’ within forest (and asset, if applicable) operations, (i.e. ESG compliance, log marketing, forest management practices, etc.).

Required qualifications, capabilities, and skills:

• BS in Business Administration, Accounting, Finance, Forestry, or an equivalent field of study; and a minimum of five years working experience in a related field; or equivalent combination of education, training and experience.
• Demonstrated ability to conduct financial analysis and problem-solving. Ability to synthesize complex financial data into actionable insights.
• Commitment to client service excellence and ability to build productive relationships. Proactive approach in addressing client inquiries and providing solutions.
• Expertise in financial reporting, accounting practices, and investment industry standards.
• Exceptional interpersonal and communication skills, both written and verbal.
• Strong organizational skills, with the capacity to manage multiple tasks efficiently under tight deadlines.
• Willingness to travel as needed for client engagement and portfolio oversight.

Preferred qualifications, capabilities, and skills;

• MBA, CFA, or CAIA certification, or progress towards obtaining such credentials.
• Experience in the timber investment industry is highly desirable.