Sr. Investment Analyst Job at JM Family Enterprises
Overview:
Interact with JM Family on Facebook, Twitter, Instagram and LinkedIn. Job Description:
About JM Family Investments Department: The mission of the Investments Department is to responsibly manage JM Family's investable assets through adherence to a rigorous process, building strong relationships, and promoting an intellectually stimulating collegial environment to ensure long-term value creation for all JM Family Stakeholders.
General Duties:
The selected associate will assist in the following tasks:
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About JM Family Enterprises, Inc.
JM Family Enterprises, Inc. was founded by automotive legend, Jim Moran in 1968. It is a privately held company with $18 billion in revenue and more than 5,000 associates. Rooted in automotive and united in its strong culture and core values, JM Family is in the business of helping other businesses succeed. As a long-term partner, it is invested in its companies, associates and its communities. Driven by exceptional performance, current subsidiaries are in the automotive, financial services, franchising and specialty distribution industries. Its family of companies includes: Southeast Toyota Distributors, the world’s largest independent distributor of Toyota vehicles; JM&A Group, a company committed to improving automotive dealers’ performance by offering Finance & Insurance products and services, dealership training and consulting; World Omni Financial Corp. (dba Southeast Toyota Finance), a captive financial services company driven to delivering an exceptional dealership and customer experience for Toyota customers in the Southeast; JM Lexus, one of South Florida’s leading Lexus dealers; Home Franchise Concepts®, a multi-brand franchise network consisting of Budget Blinds®, The Tailored Closet™, PremierGarage®, Concrete Craft®, AdvantaClean®, Kitchen Tune-Up®, Bath Tune-Up®, Two Maids® and Aussie Pet Mobile®; and Futura Title & Escrow, a family of leading independent title and escrow companies which includes Alliance Title & Escrow, AmeriTitle, Pacific Alliance Title, and Kittitas Title and Escrow, and Rollease Acmeda, a leading specialty distributor of window covering systems.
Interact with JM Family on Facebook, Twitter, Instagram and LinkedIn.
Reports to:
Director of Investment
s
About JM Family Investments Department: The mission of the Investments Department is to responsibly manage JM Family's investable assets through adherence to a rigorous process, building strong relationships, and promoting an intellectually stimulating collegial environment to ensure long-term value creation for all JM Family Stakeholders.
General Duties:
The candidate will be an integral part of the ten-member Investments Team. This position will have contact with internal and external parties such as Investment Consultants, Master Trustee, Investment Managers, and other investment professionals. The position will develop, implement and maintain best investment analysis practices in a high-performance and team-based culture.
The selected associate will assist in the following tasks:
- Monitor portfolio of assigned existing investments and conducting portfolio review meetings, preparing notes, and assessing investment outlook.
- Monitor assigned Portfolio: Prepare investment portfolio performance reports, including analytics, exposure, performance and attribution, and other miscellaneous reports.
- Conduct rigorous quantitative and qualitative due diligence on potential investments based on short-term and long-term financial goals for the investment portfolios across equity, fixed income, private equity, private credit, infrastructure, and real estate.
- Prepare investment recommendations. Communicates analysis of investment opportunities, results, and recommendations via verbal and written reports and presentations, including preparing qualitative and quantitative reports, investment brief, PowerPoint presentation, and spreadsheets, as applicable.
- Assist in the review of annual capital market assumptions and asset allocation in conjunction with investment consultant.
- Assists in preparation for Investment Committee meetings including agendas, presentations, and other related materials.
- Contributes to ongoing process improvements. Promotes organizational efficiency through high professional standards.
- Lead projects on research and operational projects, as assigned.
- Monitor capital markets and economic conditions and proactively make recommendations for investment strategies in response.
- Work collaboratively with legal, operations, and corporate departments on legal negotiations for new investments, performance reporting, and ongoing monitoring of existing investments.
- Other responsibilities as assigned.
- 5+ years of related investment management / analytical experience
- CFA / CAIA designation preferred
- Strong sense of teamwork
- Exceptional knowledge of MS Office Products including but not limited to Word, Excel, Powerpoint, Excel, MS Teams Files, OneNote, Shared group Outlook Calendar and Mailbox
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