Asset Management - Campbell Investment Specialist - Executive Director

JPMorgan Chase • New York, NY • 2h ago

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.

Job 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.

Required Qualifications, Capabilities and Skills

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

Preferred Qualifications, Capabilities and Skills

Series 24 license

Expertise in alternatives strongly preferred

JPMorganChase, 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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary

New York,NY $200,000.00 - $350,000.00 / year

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