JM Family Enterprises, Inc. · 1 day ago
Investment Analyst
Miami-FTL Area
Full-time
Hybrid
Mid Level
3+ years expJM Family Enterprises, Inc. is seeking an Investment Analyst to join their Investment Team in managing various investment portfolios. The role involves supporting the team in underwriting new investment mandates, monitoring existing portfolio investments, and conducting tailored investment research to meet portfolio objectives.
AutomotiveConsumerSales Automation
Hiring Manager
Naz Kornblum
Responsibilities
Responsible for investment monitoring activities for existing investments by attending review meetings, preparing research notes and integrating forecasting into performance monitoring systems
Support due diligence underwriting process for new investments by assessing fund offering documents, private placement memorandums and financial models
Evaluate investment performance with established metrics (e.g., benchmarks, expected risks and returns, strategies, etc.) to ensure investments perform as expected, enable timely corrective actions, and minimize negative exposure
Prepare insights regarding investment portfolio performance, including analytics, exposure, performance and other miscellaneous reports
Conduct industry, market and manager-level research to support broader investment and portfolio construction decisions
Assist with review and analysis of portfolio performance reports for specific investments to highlight areas of over- and under-performance and to identify areas requiring in-depth analysis
Perform research and analysis on investment strategies
Work with Investment Operations team regarding the reconciliation of transactions, valuations and investment returns, and custodian bank and portfolio management systems reconciliations
Assist and coordinate with the preparation of content for Investment Committee meeting materials
Other responsibilities as assigned
Qualification
Required
3+ years of related investment management / analytical experience
Bachelor's degree in Finance, Economics, Accounting or a related field
Strong quantitative analytical skills
Familiarity with private markets investing and/or institutional portfolio management
Exceptional written and verbal communication skills
Ability to work independently or with a team and with changing priorities and deadlines
Exceptional knowledge of MS Office Products and specialized investment management tools such as NASDAQ TopQ, Pitchbook, FactSet and DealEdge
Preferred
CFA or CAIA designation, or progress toward completion
Company
JM Family Enterprises, Inc.
JM Family Enterprises, Inc. was founded by automotive legend, Jim Moran in 1968.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Brent Burns
President & Chief Executive Officer
John Damalas
Group Vice President, Chief Technology Officer
Recent News
2025-08-19
2025-08-18
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