Intern, Investments Analyst

1 month ago

Deerfield Beach, United States JM Family Enterprises Full time

The JM Family College Internship program is designed to create an opportunity for college students to have meaningful work experiences that tie to their programs of study. As part of this program, you will actively contribute to your team’s success, learn about JM Family’s companies and culture while obtaining new skills through learning opportunities, networking events and much more.

The ideal candidate will be available to work full time hours during the Summer Internship Program (May 27, 2025 - August 1, 2025).

The Investments Analyst Intern position supports the investment team in managing JM Family’s investment portfolios (Profit Sharing, Pension, 401k, Insurance, Corporate, Non-Qualified). Primary responsibilities include monthly and quarterly performance reporting, ongoing review and assessment of existing managers, assisting with annual audit, portfolio rebalancing and cash forecasting, preparing minutes for all committee meetings, and maintaining Sharepoint. 

Responsibilities:

Due diligence monitoring, evaluation, and analysis of the performance and investment strategies of current investment managers

Assists with evaluation of potential new investments

Prepares monthly and quarterly investment performance reports and other related projects

Performs periodic reconciliations between custody, internal systems, and external managers.

Attend and participate in 3rd party asset manager meetings 

Coordinates regular meetings with investment firm’s management team

Prepares quarterly investment performance reports for our investment committees

Maintain the investment manager filing system and document retention initiatives

Qualifications:

This is a full-time position with flexible working arrangements depending on the business needs

Intermediate knowledge of Microsoft Excel, PowerPoint, Sharepoint, and Word required

Ability to work either independently or with a team and with changing priorities and deadlines

Quality oriented and attention to detail

Excellent verbal and written communication skills

Strong quantitative analytical skills

Emphasis on the values of Cooperation, Consideration, Accountability, and Innovation

Candidates need to be actively enrolled in a bachelor’s, master’s, or other degree-seeking program with a focus in a relevant field.

#LI-ME1

#LI-Hybrid

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.

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