Investment analyst serp_jobs.h1.location_city

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 :

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

Qualifications :

3+ years of related investment management / analytical experience

Bachelor’s degree in Finance, Economics, Accounting or a related field

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

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

Hybrid

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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.