JM Family

JM Family

Investment Analyst - Private Markets

Florida - Deerfield Beach

Sponsorship not specifiedDetected 30 days ago
Financial ModelingAccountingForecastingResearchCommunicationMicrosoft OfficeUnderwritingCFA

About the role

  • The Investment Analyst will join the Investment Team in managing JM Family's investment portfolios (Corporate, Insurance, Pension and 401k).
  • The position will play a key role in supporting the investment team in underwriting new investment mandates, monitoring existing portfolio investments and conducting tailored investment research to benefit portfolio objectives.
  • The position will work directly with the team's Portfolio Managers to assist in the evaluation of co-investments and fund investments across private equity, venture capital, private credit and public markets.

Responsibilities

  • 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
  • Conduct industry, market and manager-level research to support broader investment and portfolio construction decisions
  • Perform research and analysis on investment strategies

Requirements

  • 3+ years of related investment management / analytical experience
  • Bachelor's degree in Finance, Economics, Accounting or a related field
  • Familiarity with private markets investing and/or institutional portfolio management
  • 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
  • Strong quantitative analytical skills
  • Exceptional written and verbal communication skills

Nice to have

  • CFA or CAIA designation, or progress toward completion, is preferred but not required

Visa & Work Authorization

  • sexual orientation, gender identity, gender expression, mental or physical disability, national origin, marital status, citizenship, military status, genetic information, veteran status, or any other characteristic prote
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This listing is sourced directly from JM Family's careers page and normalized into a canonical job model.