- Responsible for investment monitoring activities for existing non-control direct investments by attending review meetings and preparing notes
- Create and maintain deal tear sheets for all existing investments
- Monitor direct investment performance with established metrics (e.g., benchmarks, expected risks and returns, strategies, etc.) to ensure investments perform as expected, enable timely corrective action, and minimize negative exposure
- Utilize investment operations reports and prepare insights regarding investment portfolio performance, including analytics, exposure, performance and attribution, and other miscellaneous reports as requested
- Assist with review and analysis of portfolio performance reports for specific direct investments to highlight areas of over- and under-performance and to identify areas requiring in-depth analysis
- Conduct investment due diligence on non-control opportunities across private equity, private credit, infrastructure and real estate
- Perform research and analysis on investment strategies upon request or as assigned by the Chief Investment Officer
- Work with other members of the investment department to provide input with respect to Direct Investments
- Work with Investment Operations team regarding the reconciliation of Direct Investment transactions, valuations and investment returns with investment managers, custodian bank, and portfolio management systems, resolves all discrepancies
- Assist and coordinate with the preparation of content for Direct Investment Committee meeting materials
- Other responsibilities as assigned
- 3+ years of related investment management / analytical experience
- CFA or CAIA designation is preferred
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Point72 West Palm Beach, United StatesWhat you 'll do Learn the fundamental research and analysis skills needed to be an analyst at Point72 and apply intellectual curiosity in a role that values creativity, autonomy, and analytical rigor. · MONTHS 1-8: Academics & Fundamental Research Training · Develop sophisticated ...
Lead Direct Investment Analyst - Deerfield Beach, United States - JM Family Enterprises
Description
The mission of the Investments Department is to responsibly manage JM Family's investable assets through adherence to a rigorous process, building strong relationships, and promoting an intellectually stimulating collegial environment to ensure long-term value creation for all JM Family Stakeholders.
The Lead Direct Investment Analyst is an integral part of the nine-member Investments Team, involved in managing hedge funds, private equity, and public investment mandates.
Responsibilities:
Qualifications:
#LI-KJ1
#LI-Onsit
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.
Lead Direct Investment Analyst professionals in Deerfield Beach
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Audry Pacheco
Analyst Financial Planning & Analysis