Campbell Global - Investment Specialist Details

Campbell Global - Investment Specialist

JPMorgan Chase Bank, N.A. - Portland, OR

Employment Type : Full-Time

KEY FUNCTION OF POSITION
Provide project management leadership including coordinating and completing follow-up and due diligence requests from prospective investors and current clients. Primary objectives include:

• Providing timely analysis and preparation of materials for investors.
• Working within various teams across the Campbell Global organization.
• Providing outstanding client service.
• Assist in identifying and developing strategic relationships with prospective clients.

SUMMARY OF DUTIES AND RESPONSIBILITIES

• 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.
• Apply critical thinking in completing requests for information, proposals and questionnaires.
• Create and maintain Campbell Global marketing materials, including review of and editing of marketing materials prior to distribution to prospective and/or current clients.
• Ensure proper review and sign-off, including compliance, prior to disseminating proposals, presentations and follow-up materials.
• Perform and coordinate financial analysis on an as-needed basis.
• Maintain working knowledge of the forestry asset class, capital markets, carbon markets and forest management operations.
• Familiarization with the basic business structure of Campbell Global.
• Assist in launching new products.
• Research and identify appropriate content to support strategic solution activities. Collaborate with the internal research team on thought leadership and industry trends.
• Participate within the organization to ensure all timberland investment management services meet or exceed client commitments.
• Assume accountability for quality control of all deliverables.
• Lead staff with a player-coach management style, actively participating in the development of direct reports.
• Represent CG at all levels of internal and external interface, maintaining positive public relations.
• Assist in determining potential web-site improvements to enhance the Firm's profile and exposure to prospective clients.
• Assist in other projects related to strategic solutions requests.

QUALIFICATIONS FOR POSITION

• Bachelor's degree from relevant field.
• Must possess exceptional written and oral communication skills.
• Must have strong work ethic, be trustworthy and accountable.
• Must have excellent organizational, problem-solving skills.
• Must have experience working directly with data (effectively navigate spreadsheets and/or other data related software, and functions that manipulate data.)
• Must be a team player and work well in a collegial setting.

EXPERIENCE AND KNOWLEDGE REQUIRED/PREFERRED

• Minimum of five years previous work experience in the institutional investment industry or have minimum five years previous industry related experience.
• Strong knowledge of investment analysis principles and concept; proficient understanding of finance required.
• Excellent writing abilities-skilled at writing clean, sales-driven marketing copy in a variety of voices, while equally skilled at editing.
• Excellent project management skills, with ability to multi-task while still maintaining quality of work and meeting deadlines.
• Excellent oral communication skills as well as presentation skills.
• Strong analytical, research, and problem-solving skills, solid judgment and decisiveness.

NOTE: The above statements are intended to describe the general nature of work to be performed; they do not constitute an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

Campbell Global is an Equal Opportunity Employer. We value diversity and seek to create an inclusive environment for all employees. We are committed to providing an environment of respect, and we prohibit any form of discrimination or harassment.

JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

Equal Opportunity Employer/Disability/Veterans