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Direct Investments Senior Analyst

Company: JM Family
Location: Deerfield Beach
Posted on: June 9, 2021

Job Description:

JM Family Enterprises, Inc. is one of the largest, most innovative and diversified companies in the automotive industry. JM Family has been on Fortune Magazine's Best Companies to Work For for 23 consecutive years. What started with Jim Moran's passion for selling cars continues today with the dedication and hard work of every JM Family associate. Our principal businesses focus on vehicle distribution and processing, finance and insurance, retail vehicle sales, and dealer technology services. At JM Family, our mission is to be the premier provider of quality products and services. We accomplish this mission by adhering to our core values, the three C’s, the I and the A: Consideration, Cooperation, Communication, Innovation, and Accountability.

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: Under the guidance of the Director of Investments, the candidate will be an integral part of the nine-member Investments Team. He/she will assist in the following tasks:

  • Assist with investment monitoring activities for existing non-control direct investments by attending review meetings and preparing notes. Create and maintain deal tear sheets for all existing investments.
  • Provide support for monitoring direct investment performance with established metrics (e.g., benchmarks, expected risks and returns, strategies, etc.) to ensure investments perform as expected, enable timely corrective action, and minimize negative exposure.
  • Preparing investment portfolio performance reports, including analytics, exposure, performance and attribution, and other miscellaneous reports as requested.
  • Assist with review and analysis of portfolio performance reports for specific direct investments to highlight areas of over- and under-performance and to identify areas requiring in-depth analysis.
  • Assist with investment due diligence on non-control opportunities across private equity, private credit, infrastructure and real estate
  • Perform research and analysis on investment strategies upon request or as assigned.
  • Work with other members of the investment department to provide input with respect to Direct Investments.
  • Assist in the reconciliation of Direct Investment transactions, valuations and investment returns with investment managers, custodian bank, and portfolio management systems, resolves all discrepancies.
  • Assist and coordinate with the preparation of content for Direct Investment Committee meeting materials.
  • Other responsibilities as assigned.

  • 5+ years of related investment management / analytical experience.
  • CFA / CAIA designation preferred.

Keywords: JM Family, Deerfield Beach , Direct Investments Senior Analyst, Other , Deerfield Beach, Florida

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