Investment Analysis Intern | Portfolio Insights & Reporting

JM Family; Deerfield Beach (FL); On-site; USD 37,000 - 52,000; Full time

Job summary

JM Family, located in Deerfield Beach, FL, seeks an Analyst Intern to support the investment team across Corporate, Insurance and Pension portfolios. The role covers monthly/quarterly performance reporting, due diligence, and portfolio rebalancing while assisting with audits and cash forecasting.

You will contribute to minutes for committee meetings and maintain SharePoint. The ideal candidate is actively enrolled in a degree program with strong Excel/Office skills, analytical ability, and the

Qualifications

• Full-time in-office position in Deerfield Beach, FL
• Intermediate knowledge of MS Excel, PowerPoint, Word and SharePoint
• Ability to work independently or in a team with changing priorities and deadlines
• Strong attention to detail and quality focus
• Excellent verbal and written communication skills
• Strong quantitative analytical skills
• Commitment to Cooperation, Consideration, Accountability and Innovation
• Active student in a relevant degree program

Responsibilities

• Support monthly and quarterly investment performance reporting
• Assist with due diligence monitoring of current investment managers
• Assist with evaluation of potential new investments
• Assist with portfolio rebalancing and cash forecasting
• Prepare minutes for committee meetings
• Maintain the investment manager filing system and SharePoint

Skills

Quantitative analysis

Verbal & written communication

Teamwork & independence

Attention to detail

Cooperation, accountability, and 1%?

Education

Active enrollment in degree program (bachelor's/master's) in relevant field

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

SharePoint

Job description

JM Family, located in Deerfield Beach, FL, seeks an Analyst Intern to support the investment team across Corporate, Insurance and Pension portfolios. The role covers monthly/quarterly performance reporting, due diligence, and portfolio rebalancing while assisting with audits and cash forecasting.

You will contribute to minutes for committee meetings and maintain SharePoint. The ideal candidate is actively enrolled in a degree program with strong Excel/Office skills, analytical ability, and the