Investment Analyst Intern

Posted 2 Days Ago
Be an Early Applicant
Deerfield Beach, FL, USA
In-Office
Internship
Automotive
The Role
Supports the investment team by monitoring investment managers, evaluating potential investments, preparing performance reports, conducting portfolio reconciliations, assisting with audits and rebalancing, forecasting cash, coordinating committee and asset manager meetings, and maintaining investment documentation and SharePoint records.
Summary Generated by Built In

The Analyst Intern position supports the investment team in managing JM Family’s investment portfolios (Corporate, Insurance, Pension, 401k, Treasury).  Primary responsibilities include monthly and quarterly performance reporting, ongoing review and assessment of existing managers, assisting with annual audit, portfolio rebalancing and cash forecasting, preparing minutes for all committee meetings, and maintaining SharePoint. 


Essential Duties

  • Due diligence monitoring, evaluation, and analysis of the performance and investment strategies of current investment managers
  • Assists with evaluation of potential new investments
  • Prepares monthly and quarterly investment performance reports and other related projects
  • Performs periodic reconciliations between custody, internal systems, and external managers.
  • Attend and participate in 3rd party asset manager meetings 
  • Coordinates regular meetings with investment firm’s management team
  • Prepares quarterly investment performance reports for our investment committees
  • Maintain the investment manager filing system and document retention initiatives

Qualifications

  • This is a full-time position which is expected in office in Deerfield Beach, FL
  • Intermediate knowledge of Microsoft Excel, PowerPoint, Word, and SharePoint required
  • Ability to work either independently or with a team and with changing priorities and deadlines
  • Quality oriented and attention to detail
  • Excellent verbal and written communication skills
  • Strong quantitative analytical skills
  • Emphasis on the values of Cooperation, Consideration, Accountability, and Innovation
  • Candidates need to be actively enrolled in a bachelor’s, master’s, or other degree-seeking program with a focus in a relevant field

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 any characteristic protected by law – whether actual or perceived – including race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, related medical conditions and lactation), gender identity gender expression, sexual orientation, marital status, military service, veteran status, disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable 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. 


Skills Required

  • Actively enrolled in a bachelor's, master's, or other degree-seeking program in a relevant field
  • Intermediate knowledge of Microsoft Excel, PowerPoint, Word, and SharePoint
  • Strong quantitative analytical skills
  • Excellent verbal and written communication skills
  • Ability to work independently and collaboratively with changing priorities and deadlines
  • Quality orientation and strong attention to detail
  • Ability to work full-time in the office in Deerfield Beach, Florida

JM Family Enterprises, Inc. Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JM Family Enterprises, Inc. and has not been reviewed or approved by JM Family Enterprises, Inc..

  • Strong & Reliable Incentives — Bonuses and profit sharing are positioned as meaningful parts of total compensation and are provided when the company performs well. Annual incentive programs further augment cash compensation.
  • Healthcare Strength — Comprehensive medical, dental and vision coverage is paired with wellness incentives and onsite Health & Wellness Centers at major locations. Onsite fitness facilities and access to company clinicians reduce barriers to care.
  • Retirement Support — A robust retirement suite includes a 401(k) with company contributions, profit sharing, and references to a pension program for some roles. These long‑term programs enhance overall financial security beyond base pay.

JM Family Enterprises, Inc. Insights

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The Company
HQ: Deerfield Beach, FL
3,311 Employees

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.

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