Job Description 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 the Executive Director - Portfolio Analytics, you will be responsible for leading the Portfolio Analytics team, overseeing CG's investment analysis, performance analytics, and property budgeting and forecast functions. You play an important role in providing analytical support to the core Portfolio Management, Acquisitions, and Strategic Solutions teams.
JOB RESPONSIBILITIES: Oversee investor, investment, and portfolio analysis, including review of financial models, calculations, and reports. This may include analysis that informs acquisitions, dispositions, or current holdings. Coordinate and manage use of external analytics resources when applicable. Lead and implement adjustments to CG's investment analytics process to respond to new market opportunities, strategies, and firm requirements. Provide investor relations and client reporting support for the Portfolio Management Team as needed. This may involve helping draft client reporting materials, coordinating information requests, or participating in client meetings. Ensure accounts that you or your team support are managed to CG standards. Supervise investment performance calculation activities including review of calculations and reports. Oversee annual budgeting cycle and ongoing budget reporting. Ensure the process is aligned with acquisition models, long-term plans, and practical operational considerations. Drive initiatives to standardize data and data governance practices to ensure we have high-quality data sources to inform our analysis. Coach, develop, and train team members to perform at their best and prepare for advancement within the firm. Lead and influence across departments to improve processes. Required qualifications, capabilities, and skills BS in Business Administration, Accounting, Finance, Forestry, or an equivalent field of study; and a minimum of ten years working experience in a related field; or equivalent combination of education, training and experience. Experience leading, developing, and managing investment professionals. Experience leading and implementing change at scale within a product, business, or function. Ability to influence and lead complex business situations. Proven ability to communicate well with a broad array of individuals in the field of investment advisory, real asset management and financial management, with demonstrated ability to establish and leverage productive relationships with key stakeholders. Excellent working knowledge of accounting practices and guidelines, including financial reporting requirements, entity and tax structuring. Working knowledge of investment industry. Demonstrated financial analysis and problem-solving skills. Excellent interpersonal and communication skills, both written and oral, along with organizational skills and the ability to perform multiple tasks efficiently under deadline situations. Preferred qualifications, capabilities, and skills MBA, CFA, CAIA, or working toward that designation. Timber investment industry knowledge. About Us 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 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.?
