Campbell Global- Portfolio Manager- Vice President

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. As part of the Alternatives platform within Asset Management, Campbell Global (“CG”) is a leading global investment manager focused on forestland. 

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.
• 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.

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. 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 elig