Investment Analyst Intern bei JM Family
JM Family · Deerfield Beach, Vereinigte Staaten Von Amerika · Onsite
- Optionales Büro in Deerfield Beach
The JM Family College Internship Program is designed to create an opportunity for college students to have meaningful work experiences that tie to their programs of study. As part of this program, you will actively contribute to your team’s success, learn about JM Family’s companies and culture while obtaining new skills through learning opportunities, networking events, and much more.
The ideal candidate will be available to work full-time during the Summer Internship Program (May 26th, 2026 - July 31st, 2026).
Interns will engage in meaningful work and gain insights into specific projects or tasks, providing hands-on experience and contributing to various department initiatives. They will learn about JM Family’s culture, including our core values: Consideration, Cooperation, Communication, Innovation, and Accountability. These core values are part of our keys to success, and the skills that embody these values are what drive our success as an organization.
The Analyst Intern position supports the investment team in managing JM Family’s investment portfolios (Corporate, Insurance, Profit Sharing, Pension, 401k, and Non-Qualified). 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.
Responsibilities:
Due diligence monitoring, evaluation, and analysis of the performance and investment strategies of current investment managers
Assists with the 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 the 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 with flexible working arrangements depending on the business needs
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 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.
