Investment Analyst
JM Family Enterprises(3 months ago)
About this role
An Investment Analyst will join JM Family Enterprises' Investment Team to support the management of diversified portfolios across corporate, insurance, pension, and 401(k) programs. The role provides analytical support to inform investment decisions and portfolio construction, aligning with the team’s objectives and risk considerations. The position will collaborate with Portfolio Managers and cover multiple asset classes, including private equity, venture capital, private credit, and public markets.
Required Skills
- Investment Monitoring
- Due Diligence
- Financial Modeling
- Portfolio Analysis
- Market Research
- Performance Reporting
- Reconciliations
- MS Office
- NASDAQ TopQ
- PitchBook
+3 more
Qualifications
- Bachelor’s Degree in Finance, Economics, or Accounting
- CFA or CAIA Designation (Preferred)
- CFA/CAIA in Progress
About JM Family Enterprises
jmfamily.comJim Moran's passion for selling cars continues with JM Family. We build strong relationships with customers, partners and communities.
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