Skip to main content

Type of Role: Investments

Experience Level: Analyst/Associate

Location: Deerfield Beach, Florida

Salary: $72K - $132K

JM Family Enterprises, Inc. was founded by automotive legend, Jim Moran in 1968. It is a privately held company with more than $20 billion in revenue and more than 5,000 associates. Rooted in automotive and united in its strong culture and core values, JM Family is in the business of helping other businesses succeed. As a long-term partner, it is invested in its companies, associates and its communities. Driven by exceptional performance, current subsidiaries are in the automotive, financial services, franchising and specialty distribution industries. Details below.

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.

Under the guidance of the Director of Investments, the candidate will be an integral part of the nine-member Investments Team.

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 (Chartered Financial Analyst), CAA (Chartered Asset Allocator), or CAIA (Chartered Alternative Investment Analyst) designation required