Investment Analyst Intern
About The Position
The Investment Analyst Intern supports JM Family’s investment team in managing its Corporate, Insurance, Pension, 401k, and Treasury investment portfolios. The role contributes to investment performance reporting, investment manager reviews, annual audit support, portfolio rebalancing, cash forecasting, committee meeting minutes, and SharePoint maintenance. The intern monitors, evaluates, and analyzes current investment managers and their strategies, assists in evaluating potential new investments, prepares investment performance reports, and performs periodic reconciliations between custody, internal systems, and external managers. The position also includes participating in third-party asset manager meetings, coordinating regular meetings with investment firm management teams, preparing reports for investment committees, and maintaining the investment manager filing system and document-retention initiatives. This is a full-time position expected to be in the office in Deerfield Beach, Florida. Candidates must be actively enrolled in a bachelor’s, master’s, or other degree-seeking program focused in a relevant field. JM Family is an equal opportunity employer and provides a process for requesting disability accommodations during recruitment.
Requirements
- Actively enrolled in a bachelor’s, master’s, or other degree-seeking program with a focus in a relevant field.
- Intermediate knowledge of Microsoft Excel, PowerPoint, Word, and SharePoint.
- Ability to work independently or with a team and handle changing priorities and deadlines.
- Quality-oriented approach and attention to detail.
- Excellent verbal and written communication skills.
- Strong quantitative analytical skills.
- Emphasis on the values of Cooperation, Consideration, Accountability, and Innovation.
Responsibilities
- Monitor, evaluate, and analyze the performance and investment strategies of current investment managers.
- Assist with evaluation of potential new investments.
- Prepare monthly and quarterly investment performance reports and other related projects.
- Perform periodic reconciliations between custody, internal systems, and external managers.
- Attend and participate in third-party asset manager meetings.
- Coordinate regular meetings with investment firm management teams.
- Prepare quarterly investment performance reports for investment committees.
- Maintain the investment manager filing system and document-retention initiatives.
- Support the investment team with annual audit activities, portfolio rebalancing, cash forecasting, committee meeting minutes, and SharePoint maintenance.
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What This Job Offers
Job Type
Full-time
Career Level
Intern
Education Level
No Education Listed
