Investment Specialist Job at Campbell Global

Campbell Global Portland, OR 97201

At Campbell Global, we believe wholeheartedly in providing equal opportunity in employment, without regard to any individual’s ethnicity, race, religion or creed, gender, or any other point of personal status or identity. We are committed to providing an environment of respect, and we prohibit any form of discrimination or harassment. We value diversity and seek to create an inclusive environment for all employees.

Our company shared values include quality, service, integrity, growth and fun. If those values resonate with you, you may be just the person to join our team! In addition to the qualifications listed below, and most importantly, we are looking for a team member who:

  • Values people and prioritizes developing strong working relationships
  • Has a personal commitment to respect everyone, regardless of differences in appearance, background, preferences, opinions and beliefs
  • Understands the value of others’ differences in appearance, background, preferences, opinions and beliefs
  • Practices personal accountability
  • Is willing to fully engage in their job, the organization, working relationships and company culture
  • Goes out of their way to include others in work, information sharing, activities and socializing

If this describes you, and if you have a combination of skills, attributes and education that enable you to perform the job, please apply! We look forward to hearing from you.

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 the review and editing of marketing materials prior to distribution to prospective and/or current clients.
  • Ensure proper management 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 a wholly owned subsidiary of J.P. Morgan Chase & Co.

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.

Job Type: Full-time

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Employee discount
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Parental leave
  • Professional development assistance
  • Retirement plan
  • Tuition reimbursement
  • Vision insurance

Schedule:

  • 8 hour shift

Supplemental pay types:

  • Bonus pay

Work Location: One location




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