Summer Treasury Intern: Investment Modeling & ALM

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

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.