Investment Portfolio Manager
2 months ago
Job Summary:
The Investments Department at JM Family Enterprises is responsible for managing the company's investable assets through a rigorous process, building strong relationships, and promoting a stimulating work environment to ensure long-term value creation for all stakeholders.
Key Responsibilities:
- Monitor and analyze existing non-control direct investments, attending review meetings and preparing detailed notes.
- Create and maintain comprehensive deal tear sheets for all existing investments.
- Utilize established metrics to evaluate direct investment performance, ensuring timely corrective action and minimizing negative exposure.
- Prepare insights on investment portfolio performance, including analytics, exposure, performance, and attribution.
- Assist in reviewing and analyzing portfolio performance reports for specific direct investments, highlighting areas of over- and under-performance.
- Conduct 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.
- Collaborate with the investment department to provide input on direct investments.
- Work with the Investment Operations team to reconcile direct investment transactions, valuations, and investment returns with investment managers, custodian banks, and portfolio management systems.
- Assist in preparing content for Direct Investment Committee meeting materials.
- Other responsibilities as assigned.
Requirements:
- 3+ years of related investment management or analytical experience.
- CFA or CAIA designation is preferred.
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