About the Role
Serve as a senior, client-facing specialist responsible for capital raising and investor engagement for natural capital strategies, while also playing a primary role in underwriting and execution of transactions. Translate complex forestry and natural capital topics into clear, credible messaging for sophisticated institutional audiences. Drive screening, valuation, underwriting, and investment committee materials, ensuring modeling assumptions align with operational realities and market data. Coordinate multi-disciplinary due diligence and synthesize findings into actionable recommendations. Support negotiation and structuring discussions, while managing timelines, risks, and stakeholder alignment. Partner with portfolio management and product teams to produce investor reporting and global marketing materials.
Responsibilities
- Support and drive institutional fundraising for natural capital strategies across a global investor base.
- Lead preparation and delivery of presentations, due diligence meetings, and investor education sessions.
- Translate technical topics (operations, markets, valuation, carbon/natural capital attributes, risk) into investor-ready messaging.
- Lead or coordinate transaction workstreams from screening through closing, including IC materials and process management.
- Oversee financial model inputs (DCF, scenarios/sensitivities, downside cases) and validate assumptions against real-world drivers.
- Coordinate cross-functional due diligence (commercial, operational, ESG, legal, tax, environmental, technical) and synthesize conclusions.
- Support negotiation of key commercial terms and contribute to structuring discussions (vehicles, co-investments, governance, fees, side letters).
- Uphold investment process, approvals, documentation standards, and compliance requirements; mentor junior team members on deliverable quality.
Requirements
- Bachelor’s degree in Finance, Economics, Business, Forestry, Environmental Science, Engineering, or a related field.
- 8+ years of relevant experience spanning institutional client-facing fundraising and transaction execution.
- Background in real assets/private markets fundraising and product specialist roles and/or direct deal execution (e.g., investment banking, PE/infrastructure, real assets investing, acquisitions).
- Demonstrated ability to lead investor conversations with senior institutional stakeholders.
- Ability to create and deliver polished, credible presentations and written materials for sophisticated audiences.
- Strong underwriting and valuation capability, including comfort with key diligence workstreams.
- Familiarity with biological growth drivers, harvest scheduling, wood products markets, land valuation, and operating models.
- Strong PowerPoint skills with high standards for narrative and output quality.
- Excellent writing and project-management skills with strong judgment and attention to detail.
- Ability to collaborate effectively across global teams and time zones.
Skills
- Finance
- Economics
- Business
- Forestry
- Environmental Science
- Engineering
- Institutional client-facing fundraising
- Transaction execution
- Real assets fundraising
- Private markets fundraising
- Product specialist roles
- Direct deal execution
- Investment banking
- PE/infrastructure
- Real assets investing
- Acquisitions
- Investor presentations
- Due diligence
- Underwriting
- Valuation
- Financial modeling
- DCF
- Scenario analysis
- Sensitivity analysis
- PowerPoint
- Writing
- Project management
- Collaboration
- Carbon markets
- Nature/biodiversity themes
- Land-based investing
- Excel modeling
Location
- Sydney
Work Type
- Full-time
Experience Level
- Vice President
- 8+ years
Education Level
- Bachelor's degree
- MBA
- CFA
- CAIA
About the Company
- J.P. Morgan Asset Management (JPMAM) oversees US$10.9B of assets under supervision across approximately 1.5 million acres (600,000 hectares), supported by more than four decades of experience investing in and managing sustainable forests—creating value through dynamic approaches and innovative thinking.
- J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors.
- Our first-class business in a first-class way approach to serving clients drives everything we do.
- We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
- We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
- J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions.
- Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals.
- Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Equal Opportunity
- 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.
