The Investment Analyst will join the Investment Team in managing JM Family’s investment portfolios (Corporate, Insurance, Pension and 401k). The position will play a key role in supporting the investment team in underwriting new investment mandates, monitoring existing portfolio investments and conducting tailored investment research to benefit portfolio objectives. The position will work directly with the team’s Portfolio Managers to assist in the evaluation of co-investments and fund investments across private equity, venture capital, private credit and public markets.
Responsibilities:
Responsible for investment monitoring activities for existing investments by attending review meetings, preparing research notes and integrating forecasting into performance monitoring systems
Support due diligence underwriting process for new investments by assessing fund offering documents, private placement memorandums and financial models
Evaluate investment performance with established metrics (e.g., benchmarks, expected risks and returns, strategies, etc.) to ensure investments perform as expected, enable timely corrective actions, and minimize negative exposure
Prepare insights regarding investment portfolio performance, including analytics, exposure, performance and other miscellaneous reports
Conduct industry, market and manager-level research to support broader investment and portfolio construction decisions
Assist with review and analysis of portfolio performance reports for specific investments to highlight areas of over- and under-performance and to identify areas requiring in-depth analysis
Perform research and analysis on investment strategies
Work with Investment Operations team regarding the reconciliation of transactions, valuations and investment returns, and custodian bank and portfolio management systems reconciliations
Assist and coordinate with the preparation of content for Investment Committee meeting materials
Other responsibilities as assigned
Qualifications:
3+ years of related investment management / analytical experience
Bachelor’s degree in Finance, Economics, Accounting or a related field
CFA or CAIA designation, or progress toward completion, is preferred but not required
Strong quantitative analytical skills
Familiarity with private markets investing and/or institutional portfolio management
Exceptional written and verbal communication skills
Ability to work independently or with a team and with changing priorities and deadlines
Exceptional knowledge of MS Office Products and specialized investment management tools such as NASDAQ TopQ, Pitchbook, FactSet and DealEdge
#Hybrid
#LI-NK1
This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of JM Family. All work arrangements are subject to associate performance, business need and manager discretion, and may be revised as necessary.
JM FAMILY IS PROUD TO BE AN EQUAL OPPORTUNITY EMPLOYER
JM Family Enterprises, Inc. is an Equal Employment Opportunity employer. We are committed to recruiting, hiring, retaining, and promoting qualified associates without regard to age, race, religion, color, gender, sex (including pregnancy, childbirth and related medical conditions), sexual orientation, gender identity, gender expression, mental or physical disability, national origin, marital status, citizenship, military status, genetic information, veteran status, or any other characteristic protected by federal, state, provincial, or local law.
DISABILITY ACCOMMODATIONS
If you have a disability and require a reasonable accommodation to complete the job application process, please contact JM Family’s Talent Acquisition department at talentacquisition@jmfamily.com for assistance. If you have an accommodation request for one of our recruiting events, please notify us at least 72 hours prior so that we may provide assistance.
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