Asset Management - Campbell Global - Financial Analysis - Associate

Location: Portland, OR, United States

Job Family: Portfolio Management

About the Role

Join JP Morgan Chase's Asset Management division at Campbell Global, a leading sustainable forestry and timberland investment manager. As a Financial Analysis Associate based in Portland, OR, you will play a pivotal role in supporting the portfolio management of natural resource assets. This position offers an exciting opportunity to contribute to innovative investment strategies in one of the world's largest financial institutions, where you'll leverage your financial expertise to drive value in alternative investments focused on sustainable forestry. Campbell Global, a subsidiary of JP Morgan Chase, manages over 2.5 million acres of timberland globally, emphasizing environmental stewardship and long-term financial returns. In this role, you will perform in-depth financial analyses, including modeling cash flows, valuing timberland assets, and forecasting performance under various economic scenarios. You'll work closely with portfolio managers to assess investment opportunities, monitor portfolio health, and integrate ESG considerations into decision-making processes. Responsibilities extend to preparing detailed reports and presentations for internal stakeholders and clients, ensuring compliance with regulatory standards, and contributing to strategic initiatives that align with JP Morgan Chase's commitment to responsible investing. This position demands a blend of technical financial acumen and an understanding of the unique dynamics of natural resources markets. At JP Morgan Chase, we foster a collaborative and inclusive culture that supports professional growth and work-life balance. As an Associate in this high-impact role, you'll have access to cutting-edge resources, mentorship from industry leaders, and opportunities to advance within our global asset management platform. If you are passionate about financial analysis in the context of sustainable investments and thrive in a fast-paced environment, this role at Campbell Global offers a rewarding path to build your career in the financial services industry.

Key Responsibilities

• Conduct detailed financial analysis and modeling for Campbell Global's timberland and forestry investments
• Develop and maintain financial forecasts, budgets, and performance reports for portfolio assets
• Evaluate investment opportunities in natural resources, including due diligence and risk assessment
• Collaborate with portfolio managers to optimize asset allocation and strategy within JP Morgan Chase's Asset Management division
• Monitor market trends, economic indicators, and environmental factors impacting timberland valuations
• Prepare executive summaries, presentations, and reports for senior leadership and stakeholders
• Support compliance and reporting requirements for alternative investments
• Assist in the integration of ESG (Environmental, Social, and Governance) factors into financial analyses
• Contribute to ad-hoc projects related to portfolio performance and strategic initiatives

Required Qualifications

• Bachelor's degree in Finance, Economics, Accounting, or a related field
• Minimum of 3 years of experience in financial analysis, preferably in asset management or forestry/timberland investments
• Proficiency in financial modeling and valuation techniques for alternative assets
• Strong understanding of financial statements, budgeting, and forecasting
• Experience with data analysis tools and software in a professional setting
• Ability to work collaboratively in a team environment within a large financial institution

Preferred Qualifications

• MBA or advanced degree in Finance or related discipline
• Prior experience in sustainable investing or natural resources management
• Knowledge of regulatory requirements in asset management, such as SEC guidelines
• Familiarity with timberland or real asset portfolio management

Required Skills

• Financial modeling and Excel proficiency
• Data analysis and visualization tools (e.g., Tableau, Power BI)
• Knowledge of forestry and timberland economics
• Valuation techniques for real assets
• Budgeting and forecasting expertise
• Risk assessment and mitigation
• ESG integration in investments
• Strong analytical and problem-solving abilities
• Excellent communication and presentation skills
• Attention to detail and accuracy
• Team collaboration and interpersonal skills
• Adaptability to dynamic market conditions
• Proficiency in financial software (e.g., Bloomberg, FactSet)

Benefits

• Competitive base salary and performance-based bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching
• Generous paid time off and flexible work arrangements
• Professional development opportunities, including tuition reimbursement
• Employee stock purchase plan and financial wellness programs
• Parental leave and family support benefits

JP Morgan Chase is an equal opportunity employer.