Investment Analyst - Private Markets

Investment Analyst

The Investment Analyst will join the Investment Team in managing JM Family's investment portfolios (Corporate, Insurance, Pension and 401k). The position will play a key role in supporting the investment team in underwriting new investment mandates, monitoring existing portfolio investments and conducting tailored investment research to benefit portfolio objectives. The position will work directly with the team's Portfolio Managers to assist in the evaluation of co-investments and fund investments across private equity, venture capital, private credit and public markets.

Responsibilities:

• Responsible for 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
• Work with Investment Operations team regarding the reconciliation of transactions, valuations and investment returns, and custodian bank and portfolio management systems reconciliations
• Assist and coordinate with the preparation of content for Investment Committee meeting materials
• Other responsibilities as assigned

Qualifications:

• 3+ years of related investment management / analytical experience
• Bachelor's degree in Finance, Economics, Accounting or a related field
• CFA or CAIA designation, or progress toward completion, is preferred but not required
• Strong quantitative analytical skills
• Familiarity with private markets investing and/or institutional portfolio management
• Exceptional written and verbal communication skills
• Ability to work independently or with a team and with changing priorities and deadlines
• Exceptional knowledge of MS Office Products and specialized investment management tools such as NASDAQ TopQ, Pitchbook, FactSet and DealEdge