Campbell Global - Portfolio Management - Associate
JPMorgan Chase
- Portland, OR
- Permanent
- Full-time
- Write, update, and review periodic client reports.
- Develop presentation materials for and participate in client meetings.
- Evaluate client reports to ensure integrity and accuracy by performing reconciliations, perform product pricing analysis and budget variance analysis.
- Complete and respond to consultant and client data reporting and analysis requests, as well as other ad hoc requests that support client relationships.
- Develop financial models and projected return analysis to support portfolio investment decisions.
- Coordinate with other functions within the firm on portfolio projects and initiatives.
- Improve and document client reporting and portfolio analysis processes.
- B.S. Degree and three years' work experience in a related field
- Intermediate knowledge of accounting practices and guidelines, and an ability to analyze financial statements.
- Demonstrated analytic, financial analysis, and problem-solving capabilities.
- Excellent interpersonal, presentation, writing, and communication skills.
- Demonstrated organizational skills. Must be able to perform multiple tasks efficiently and work well under deadline situations.
- MBA, CFA, CAIA, or working toward that designation.
- Knowledge of the timber investment industry.