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).
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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.
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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.