Investment Portfolio Manager

2 months ago


Deerfield Beach, Florida, United States JM Family Enterprises Full time
Investment Analyst - Direct Investments

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 collaborative environment to ensure long-term value creation for all stakeholders.

Key Responsibilities:
  • Monitor and analyze direct investment performance using established metrics to ensure investments meet expectations and identify areas for improvement.
  • Conduct due diligence on non-control opportunities across private equity, private credit, infrastructure, and real estate.
  • Assist in the review and analysis of portfolio performance reports to highlight areas of over- and under-performance.
  • Collaborate with the investment operations team to reconcile direct investment transactions, valuations, and investment returns.
  • Support the preparation of content for direct investment committee meeting materials.
Requirements:
  • 3+ years of related investment management or analytical experience.
  • CFA or CAIA designation is preferred.

JM Family Enterprises is an equal opportunity employer and welcomes applications from diverse candidates. This job description may be amended at any time at the sole discretion of JM Family Enterprises.



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