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As part of the Alternatives platform within Asset Management, Campbell Global ('CG') is a leading global investment manager focused on forestland. The Vice President, Portfolio Management takes the lead on investor relations, investor reporting, and portfolio management activities.As a Portfolio Manager at Campbell Global, you're not just managing investments, you're nurturing growth - both in our client portfolios and in our approach to sustainable forestry. We want to use your expertise to drive investment decisions and build lasting client relationships. You'll be part of a team that thrives on creativity, values your insights, and is committed to making a positive impact through forestland investment.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. Proven 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.
Full Time
$131k-201k (estimate)
05/01/2024
05/20/2024
jpmorganchase.com
MCKINNEY, TX
>50,000
1968
>$50B
Banking
For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities. 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and... affirmative action employer Disability/Veteran.
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