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JPMorgan Campbell Global - Portfolio Management Associate 
United States, Oregon, Portland 
225683583

26.06.2024

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
  • 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.