Senior Investment Portfolio Manager Assistant

2 weeks ago


Deerfield Beach, Florida, United States JM Family Enterprises Full time
Overview

JM Family Enterprises is a leading company in the industry, committed to delivering exceptional results and fostering a culture of innovation and excellence.

Salary

The estimated annual salary for this position is approximately $63,000-$80,000, depending on experience and qualifications.

Job Description

As a Senior Investment Portfolio Manager Assistant, you will be responsible for supporting the investment team in managing JM Family's investment portfolios. Your primary duties will include:

  • Monthly and quarterly performance reporting, including data analysis and visualization using Microsoft Excel and PowerPoint.
  • Ongoing review and assessment of existing managers, including due diligence monitoring and evaluation of their performance and investment strategies.
  • Assisting with the evaluation of potential new investments, including market research and financial analysis.
  • Preparing minutes for all committee meetings, ensuring accurate documentation and record-keeping.
  • Maintaining Sharepoint, a collaborative platform for document sharing and project management.

In this role, you will work closely with the investment team to provide high-quality support and contribute to the success of the company. You will have the opportunity to develop your skills and expertise in investment portfolio management, data analysis, and teamwork.

Required Skills and Qualifications

To be successful in this position, you will need:

  • Intermediate knowledge of Microsoft Excel, PowerPoint, and Word, with the ability to learn and adapt to new software and systems.
  • Strong analytical and problem-solving skills, with attention to detail and accuracy.
  • Excellent communication and interpersonal skills, with the ability to work effectively with colleagues and stakeholders.
  • Ability to work independently and as part of a team, with flexibility and adaptability in a fast-paced environment.
Benefits

JM Family Enterprises offers a comprehensive benefits package, including:

  • Health insurance, retirement plan, and paid time off.
  • Opportunities for professional development and growth, including training and education programs.
  • A dynamic and inclusive work environment, with a commitment to diversity and inclusion.


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