Investment Analyst Intern

JM Family Enterprises, Inc.; Florida; On-site; USD 25,000 - 36,000; Full time

Job summary

JM Family Enterprises, Inc. is seeking an Analyst Intern to support the investment team with portfolio reporting, manager reviews, and cash forecasting.

You will assist with audits, rebalancing, and SharePoint maintenance, contributing to committee minutes and governance documentation. The role emphasizes strong data analysis, attention to detail, and effective communication in a fast-paced office setting in Deerfield Beach, FL.

Qualifications

• This is an in-office internship in Deerfield Beach, FL.
• Proficiency with MS Excel, PowerPoint, Word, and SharePoint is required.
• Strong written and verbal communication skills are essential.
• Ability to handle changing priorities and deadlines with attention to detail.

Responsibilities

• Due diligence monitoring, evaluation, and analysis of current investment managers’ performance and strategies.
• Assist with evaluation of potential new investments.
• Prepare monthly and quarterly investment performance reports and related projects.
• Perform periodic reconciliations between custody, internal systems, and external managers.
• Attend and participate in 3rd party asset manager meetings.
• Coordinate regular meetings with the investment firm’s management team.
• Prepare quarterly investment performance reports for investment committees.
• Maintain the investment manager filing system and document retention initiatives.

Skills

Analytical skills

Quantitative analysis

Communication skills

Attention to detail

Teamwork

Education

Actively enrolled in a degree program in a relevant field

Tools

Excel

PowerPoint

Word

SharePoint

Job description

The Analyst Intern position supports the investment team in managing JM Family’s investment portfolios (Corporate, Insurance, Pension, 401k, Treasury). Primary responsibilities include monthly and quarterly performance reporting, ongoing review and assessment of existing managers, assisting with annual audit, portfolio rebalancing and cash forecasting, preparing minutes for all committee meetings, and maintaining SharePoint.

Essential Duties

• Due diligence monitoring, evaluation, and analysis of the performance and investment strategies of current investment managers
• Assists with evaluation of potential new investments
• Prepares monthly and quarterly investment performance reports and other related projects
• Performs periodic reconciliations between custody, internal systems, and external managers.
• Attend and participate in 3rd party asset manager meetings
• Coordinates regular meetings with investment firm’s management team
• Prepares quarterly investment performance reports for our investment committees
• Maintain the investment manager filing system and document retention initiatives

Qualifications

• This is a full-time position which is expected in office in Deerfield Beach, FL
• Intermediate knowledge of Microsoft Excel, PowerPoint, Word, and SharePoint required
• Ability to work either independently or with a team and with changing priorities and deadlines
• Quality oriented and attention to detail
• Excellent verbal and written communication skills
• Strong quantitative analytical skills
• Emphasis on the values of Cooperation, Consideration, Accountability, and Innovation
• Candidates need to be actively enrolled in a bachelor’s, master’s, or other degree-seeking program with a focus in a relevant field

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 any characteristic protected by law – whether actual or perceived – including race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, related medical conditions and lactation), gender identity gender expression, sexual orientation, marital status, military service, veteran status, disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable 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 [e-mail] 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.