Lead Direct Investment Analyst

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.
The selected candidate will be an integral part of the nine-member Investments Team, involved in managing hedge funds, private equity, and public investment mandates.
Responsibilities:

• Responsible for 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
• Monitor 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
• Utilize investment operations reports and prepare insights regarding investment portfolio performance, 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
• Conduct 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 by the Chief Investment Officer
• Work with other members of the investment department to provide input with respect to Direct Investments
• Work with Investment Operations team regarding 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

Qualifications:

• 3+ years of related investment management / analytical experience
• CFA or CAIA designation is preferred

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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.
JM FAMILY IS PROUD TO BE AN EQUAL OPPORTUNITY EMPLOYER
JM Family Enterprises, Inc. is an Equal Employment Opportunity employer. We are committed to recruiting, hiring, retaining, and promoting qualified associates without regard to age, race, religion, color, gender, sex (including pregnancy, childbirth and related medical conditions), 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 protected by federal, state, provincial, or local law.
DISABILITY ACCOMMODATIONS
If you have a disability and require a reasonable accommodation to complete the job application process, please contact JM Family's Talent Acquisition department at talentacquisition@jmfamily.com for assistance. If you have an accommodation request for one of our recruiting events, please notify us at least 72 hours prior so that we may provide assistance.