Asset Management - Campbell Investment Specialist - Executive Director

JPMorgan Chase & Co.•Portland, OR

44d•$200,000 - $350,000

About The Position

Campbell Global is looking for an Executive Director level Investment Specialist to play a lead role in asset raising, business retention, and client service across our Alternative Investments line of business. This position is key in executing the overall strategy of the timberland alternative asset class through the build-out of platform offerings, launching of new products, internal education of the asset class and its distinctive attributes including climate solutions. Job Summary As an Executive Director level Investment Specialist supporting Campbell Global, you will assist and promote new and existing client management including managing a team of two, taking a lead role on reporting internal and external inquiries. In addition, you will work with the Campbell Global Strategic Solutions group on development and updates of marketing materials and intellectual capital, client pitches and reviews, and development of close collaborative relationships with both portfolio management and client advisor teams.

Requirements

9+ years of experience in Investment Specialist or Product Specialist role
Detail-oriented, highly entrepreneurial and self-motivated with a proven track record of sustainable achievement in a financial sales environment; Outstanding energy, focus, and drive to achieve results
Demonstrates industry and product knowledge by understanding the competition, the clients and marketplace
Excellent written, oral and presentation skills, along with a genuine interest in the subject matter, which enable the delivery of concise and persuasive new business presentations and investment reviews
Strong relationship building skills applicable to existing clients, prospective clients and internal colleagues within Alternatives and across J.P. Morgan

Nice To Haves

Series 24 license
Expertise in alternatives strongly preferred

Responsibilities

Key contributor to product strategy, platform development and product launches working in partnership with Campbell Global lead team and the Product Strategy & Development Team
Develop & maintain relationships between the investment desks and distribution teams
Understand and articulate investment strategies and performance to internal and external stakeholders and clients
Internal education including thought leadership, training, partnering with Client Skills & Training Team, Market Insights Team, Sustainable Investment Team, subject matter experts and distribution teams
Actively support new product development and positioning; monitor trends in the market and propose solutions in response
Work with marketing/communications teams to promote products and produce best-in-class client communications
Fundraising and ongoing client relationship management as well assist with launching new products
Provide project management leadership including coordinating and completing follow-up and due diligence requests from prospective investors and current clients.
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.
Maintain working knowledge of the forestry asset class, capital markets, carbon markets and forest management operations.