Hiring: Investment Analyst - Private Markets Company: JM Family Enterprises, Inc. Location: Miami-Fort Lauderdale Area Job Posted Time: 2026-09-10 11:40:44 Employment Type: Hybrid Target Skills & Keywords : CFA, Microsoft Office, Portfolio Management About the job Experience: •3+ years of related investment management / analytical experience Required Skills: •Lead and oversee investment monitoring activities for existing investments by attending review meetings, preparing research notes and integrating forecasting into performance monitoring systems •Support due diligence underwriting process for new investments by assessing fund offering documents, private placement memorandums and financial models •Evaluate investment performance with established metrics (e.g., benchmarks, expected risks and returns, strategies, etc.) to ensure investments perform as expected, enable timely corrective actions, and minimize negative exposure •Prepare insights regarding investment portfolio performance, including analytics, exposure, performance and other miscellaneous reports •Conduct industry, market and manager-level research to support broader investment and portfolio construction decisions •Assist with review and analysis of portfolio performance reports for specific investments to highlight areas of over- and under-performance and to identify areas requiring in-depth analysis •Perform research and analysis on investment strategies •Interface directly with Investment Operations team regarding the reconciliation of transactions, valuations and investment returns, and custodian bank and portfolio management systems reconciliations Qualifications: •Bachelor’s degree in Finance, Economics, Accounting or a related field •CFA or CAIA designation, or progress toward completion, is preferred but not required Compensation: •Will join the Investment Team in managing JM Family’s investment portfolios (Corporate, Insurance, Pension and 401k) Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!