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Deerfield Beach

    Lead Direct Investment Analyst - Deerfield Beach, United States - JM Family Enterprises

    JM Family Enterprises
    JM Family Enterprises Deerfield Beach, United States

    3 weeks ago

    Default job background
    Description
    Lead Direct Investment Analyst page is loaded

    Lead Direct Investment Analyst

    Apply

    locations

    Florida - Deerfield Beach

    Hybrid

    time type

    Full time

    posted on

    Posted 4 Days Ago

    job requisition id

    JR102134

    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.

    Under the guidance of the Director of Investments, the candidate will be an integral part of the nine-member Investments Team.


    Responsibilities:
    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


    Qualifications:
    3+ years of related investment management / analytical experience

    CFA or CAIA designation required

    #LI-KJ1
    #LI-Hybrid
    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

    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

    .

    #J-18808-Ljbffr
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