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 Investment Portfolio Manager will be an integral part of the Investments Team and will be responsible for all aspects of their assigned manager relationships. The position is primarily responsible for reviewing and selecting private market funds which span private equity, venture capital, and private credit and will serve as the primary point of contact for key manager relationships. The candidate will develop, implement and maintain best investment analysis practices in a high-performance and team-based culture. This position has no direct reports but may oversee special projects or assignments as delegated by the CIO or Investments Director.
Responsibilities:
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Monitor portfolio of assigned investments and conducting portfolio review meetings, preparing notes, and assessing investment outlook
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Prepare investment portfolio performance reports, including analytics, exposure, performance and attribution, and other miscellaneous reports
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Sourcing and underwriting new investment opportunities using rigorous quantitative and qualitative due diligence across private equity, private credit, and real estate
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Prepare investment recommendations
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Communicates analysis of investment opportunities, results, and recommendations via verbal and written reports and presentations, including preparing qualitative and quantitative reports, investment brief, PowerPoint presentation, and spreadsheets, as applicable
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Assist in the review of annual capital market assumptions and asset allocation in conjunction with investment consultant
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Assists in preparation for Investment Committee meetings including agendas, presentations, and other related materials
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Contributes to ongoing process improvements
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Promotes organizational efficiency through high professional standards
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Lead projects on research and operational projects, as assigned
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Monitor capital markets and economic conditions and proactively make recommendations for investment strategies in response
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Work collaboratively with legal, operations, and corporate departments on legal negotiations for new investments, performance reporting, and ongoing monitoring of existing investments
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Other responsibilities as assigned
Qualifications:
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7+ years of related investment management / analytical experience
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CFA / CAIA designation strongly preferred
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Strong sense of teamwork
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Exceptional knowledge of MS Office Products including but not limited to Word, Excel, PowerPoint, Excel, MS Teams Files, OneNote, Shared group Outlook Calendar and Mailbox
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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 to age, race, religion, color, gender, sex (including pregnancy, childbirth and related medical conditions), sexual orientation, gender identity, gender expression, mental or physical disability, national origin, marital status, citizenship, military status, genetic information, veteran status, or any other characteristic protected by 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 [email protected] 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.
Top Skills
What We Do
JM Family Enterprises, Inc. was founded by automotive legend, Jim Moran in 1968. It is a privately held company with $16 billion in revenue and more than 4,500 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 and franchising industries. Its family of companies includes: Southeast Toyota Distributors, the world’s largest independent distributor of Toyota vehicles; JM&A Group, a company committed to improving automotive dealers’ performance by offering Finance & Insurance products and services, dealership training and consulting; World Omni Financial Corp. (dba Southeast Toyota Finance), a captive financial services company driven to delivering an exceptional dealership and customer experience for Toyota customers in the Southeast; JM Lexus, one of South Florida’s leading Lexus dealers; DataScan, a provider of solutions for wholesale asset financing and inventory risk management; and Home Franchise Concepts, a multi-brand franchise network consisting of Budget Blinds, Tailored Living featuring PremierGarage, Concrete Craft, AdvantaClean, Kitchen Tune-Up, Bath Tune-Up and Two Maids & A Mop.
JM Family has earned various awards for its culture, products and services, including 23 consecutive years on Fortune’s 100 Best Companies to Work For list.
