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 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
Required Qualifications, Capabilities and Skills
- 9+ years of experience in Investment Specialist or Product Specialist role
- Expertise in alternatives strongly preferred
- 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
- A working knowledge of portfolio construction, how private credit fits within a diversified portfolio and how private credit allocations are structured
Preferred Qualifications, Capabilities and Skills
