Finance Executive jobs in United States, Oregon, Portland

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 and timberland management. 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.

Job responsibilities

• Manage and own end to end business priority projects, strategic initiatives and work streams
• Ensure the business is run in an efficient and controlled manner
• Partner with other business-aligned functional areas (including Legal, Risk & Controls, HR, Compliance, Technology and Operations) with respect to change management initiatives
• Identify internal control/process issues or inefficiencies and own solutions (business process reengineering, control environment) and policy/procedure enhancement/governance
• Act as a central contact for internal control partners (across Control Management, Risk, Audit, Legal and Compliance)

Required qualifications, capabilities, and skills

• Minimum of 10 years of finance work experience
• Detail oriented, strategic thinker with skills in analysis, problem solving, and acute decision making
• Experience leading projects, dealing with competing priorities, and working within a matrix support environment
• Ability to understand and analyze business processes, products, and initiatives to identify risks, improve processes, and develop innovative solutions
• Experience operating at scale in a global environment, balance of strategic mindset and pragmatic execution experience
• Strong team management skills and ability to influence and lead cross-functions teams across an organization
• Strong financial management skills including analysis and recommendations with context of global macro and product drivers
• Familiarity with various financial valuation methodologies, waterfall constructs, and GAAP and FASB accounting rules
• Ability to innovate, multitask and present information in a clear and concise manner
• Superior written and verbal communication skills including presentations to large groups of people

Preferred qualifications, capabilities, and skills

• Knowledge of investment management business, knowledge of Alternative Investments a plus
• Undergraduate degree is required (finance major preferred); MBA, CFA, CAIA a plus
• Timberland and forestry management experience preferred (5+ years)