Investment Portfolio Manager

The mission of the Investments Department is to responsibly manage JM Family’s investable assets through adherence to a rigorous process, building strong relationships, and promoting an intellectually stimulating collegial environment to ensure long-term value creation for all JM Family Stakeholders.

Under the guidance of the Director of Investments, the Investment Portfolio Manager will be an integral part of the Investments Team and will be responsible for all aspects of their assigned manager relationships. The position is primarily responsible for reviewing and selecting private market funds which span private equity, venture capital, and private credit and will serve as the primary point of contact for key manager relationships. The candidate will develop, implement and maintain best investment analysis practices in a high-performance and team-based culture. This position has no direct reports but may oversee special projects or assignments as delegated by the CIO or Investments Director.

Responsibilities:

• Monitor portfolio of assigned investments and conducting portfolio review meetings, preparing notes, and assessing investment outlook

• Prepare investment portfolio performance reports, including analytics, exposure, performance and attribution, and other miscellaneous reports

• Sourcing and underwriting new investment opportunities using rigorous quantitative and qualitative due diligence across private equity, private credit, and real estate

• Prepare investment recommendations

• Communicates analysis of investment opportunities, results, and recommendations via verbal and written reports and presentations, including preparing qualitative and quantitative reports, investment brief, PowerPoint presentation, and spreadsheets, as applicable

• Assist in the review of annual capital market assumptions and asset allocation in conjunction with investment consultant

• Assists in preparation for Investment Committee meetings including agendas, presentations, and other related materials

• Contributes to ongoing process improvements

• Promotes organizational efficiency through high professional standards

• Lead projects on research and operational projects, as assigned

• Monitor capital markets and economic conditions and proactively make recommendations for investment strategies in response

• Work collaboratively with legal, operations, and corporate departments on legal negotiations for new investments, performance reporting, and ongoing monitoring of existing investments

• Other responsibilities as assigned

Qualifications:

• 7+ years of related investment management / analytical experience

• CFA / CAIA designation strongly preferred

• Strong sense of teamwork

• Exceptional knowledge of MS Office Products including but not limited to Word, Excel, PowerPoint, Excel, MS Teams Files, OneNote, Shared group Outlook Calendar and Mailbox

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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.