JM&A Treasury Intern

Jim Moran & Associates; Deerfield Beach (FL); On-site; USD 25,000 - 30,000; Full time

Job summary

JM Family Enterprises, Inc. is seeking a Treasury Intern for the Summer Internship Program in Deerfield Beach, FL.

You will support investment analysis, liquidity forecasting, and capital management while gaining hands-on experience across portfolios and strategic balance sheet initiatives. The role involves building Excel models, producing executive-ready reports and dashboards, and collaborating with cross-functional teams on projects.

Qualifications

• This is a full-time position with flexible working arrangements depending on the business need.
• The ideal candidate will be actively enrolled in a bachelor's, master's, or other degree-seeking program at an accredited college or university, with a focus in a relevant field. Candidates in related fields will also be considered. Must have completed at least one semester of coursework.
• Areas of study may include Finance, Engineering, Actuarial Sciences, Accounting, Mathematics, or a related field.
• Advanced proficiency in Microsoft Excel.
• Advanced proficiency in Microsoft PowerPoint.

Responsibilities

• Support the monitoring and analysis of multibillion-dollar investment portfolios, including performance, asset allocation, benchmarking, and risk exposure.
• Build and maintain treasury and investment models in Excel and other applicable tools to support investment analysis, liquidity management, cash forecasting, and capital management.
• Analyze yield, duration, book value changes, realized and unrealized gains, and investment income trends to support portfolio reporting and investment strategy.
• Assist with financial analysis and strategic initiatives related to asset-liability management (ALM), capital optimization, and investment strategy across insurance entities.
• Prepare executive-ready reports, dashboards, and presentations that translate complex financial information into clear insights for senior management.
• Identify opportunities to improve processes and automate recurring analyses, helping enhance the efficiency and quality of Treasury reporting.
• Collaborate with fellow interns on cross-functional summer projects and participate in meetings, networking opportunities, team-building activities, and professional development programs.

Skills

Excel

PowerPoint

Education

Bachelor's degree in a relevant field

Master's degree in a relevant field

Job description

The JM Family College Internship Program is designed to create an opportunity for college students to have meaningful work experiences that tie to their programs of study. As part of this program, you will actively contribute to your team's success, learn about JM Family's companies and culture while obtaining new skills through learning opportunities, networking events and much more.

The ideal candidate will be available to work full-time during the Summer Internship Program ( May 24th, 2027 - July 30th, 2027 ).

Interns will engage in meaningful work and gain insights into specific projects or tasks, providing hands-on experience, and contributing to various department initiatives. They will learn about JM Family's culture including our core values: Consideration, Cooperation, Communication, Innovation and Accountability. These core values are part of our keys to success and the skills that embody these values are what drive our success as an organization.

As a JM&A Treasury Intern , you will support the Treasury & Investment Management team within JM&A Group, a JM Family Enterprises company and provider of automotive Finance & Insurance (F&I) products and services. You will gain hands-on experience across investment analysis, liquidity and cash forecasting, capital management, portfolio reporting, and strategic balance sheet initiatives while helping improve the quality and efficiency of the team's analysis and reporting.

Responsibilities

• Support the monitoring and analysis of multibillion-dollar investment portfolios, including performance, asset allocation, benchmarking, and risk exposure.
• Build and maintain treasury and investment models in Excel and other applicable tools to support investment analysis, liquidity management, cash forecasting, and capital management.
• Analyze yield, duration, book value changes, realized and unrealized gains, and investment income trends to support portfolio reporting and investment strategy.
• Assist with financial analysis and strategic initiatives related to asset-liability management (ALM), capital optimization, and investment strategy across insurance entities.
• Prepare executive-ready reports, dashboards, and presentations that translate complex financial information into clear insights for senior management.
• Identify opportunities to improve processes and automate recurring analyses, helping enhance the efficiency and quality of Treasury reporting.
• Collaborate with fellow interns on cross-functional summer projects and participate in meetings, networking opportunities, team-building activities, and professional development programs.

Qualifications

• This is a full-time position with flexible working arrangements depending on the business need.
• The ideal candidate will be actively enrolled in a bachelor's, master's, or other degree-seeking program at an accredited college or university, with a focus in a relevant field. Candidates in related fields will also be considered. Must have completed at least one semester of coursework.
• Areas of study may include Finance, Engineering, Actuarial Sciences, Accounting, Mathematics, or a related field.
• Advanced proficiency in Microsoft Excel.
• Advanced proficiency in Microsoft PowerPoint.

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.