Direct Investments, Director Job at JM Family Enterprises
Overview:
Interact with JM Family on Facebook, Twitter, Instagram and LinkedIn. Job Description:
About JM Family Investments Department: 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.
General Duties:
About JM Family Enterprises, Inc.
JM Family Enterprises, Inc. was founded by automotive legend, Jim Moran in 1968. It is a privately held company with $18 billion in revenue and more than 5,000 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, franchising and specialty distribution 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; Home Franchise Concepts®, a multi-brand franchise network consisting of Budget Blinds®, The Tailored Closet™, PremierGarage®, Concrete Craft®, AdvantaClean®, Kitchen Tune-Up®, Bath Tune-Up®, Two Maids® and Aussie Pet Mobile®; and Futura Title & Escrow, a family of leading independent title and escrow companies which includes Alliance Title & Escrow, AmeriTitle, Pacific Alliance Title, and Kittitas Title and Escrow, and Rollease Acmeda, a leading specialty distributor of window covering systems.
Interact with JM Family on Facebook, Twitter, Instagram and LinkedIn.
Reports to: Chief Investment Officer and Group VP
About JM Family Investments Department: 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.
General Duties:
- Responsible for day-to-day activities related to the non-control investment portfolio.
- Monitor, research, analyze and recommend actions for existing Direct Investments.
- Prepare and present recommendations and reports as needed for investment decision‐making and to ensure that the GVP and CIO remain informed of key developments in the portfolio.
- Lead investment due diligence on non-control opportunities in the Direct Investment Portfolio.
- Conduct rigorous quantitative and qualitative investment due diligence on potential investments.
- Prepare investment recommendations for the investment committee.
- Assist with review and analysis of portfolio performance reports for specific direct investments to highlight areas of over- and under-performance and to identify areas requiring in-depth analysis.
- Responsible for Direct investment portfolio performance reports, including analytics, exposure, performance and attribution, and other miscellaneous reports as requested.
- Consistent with the Investment Department’s vision, responsible for day-to-day activities, leadership and development of Direct Reports.
- Provides guidance to Direct Reports on a proactive basis (minimum quarterly basis) with respect to their work product related to new and existing investments.
- Contributes to strategic planning, direction, and goal setting for the investment department.
- Establishes departmental policies, practices, and procedures that have a significant positive impact.
- Responsible for Portfolio Monitoring: including performance reporting, analytics, exposure, performance and attribution, and other miscellaneous reports with respect to the Direct Investment Portfolio.
- Present monthly, quarterly, year-end, or ad-hoc reports as needed.
- Monitor capital markets and economic conditions and make recommendations as applicable.
- Maintain a deep pipeline of prospective strategies aligned with JM Family’s investment priorities. Monitor the forward calendar of new funds from current and new investment managers for sourcing direct investments.
- Work collaboratively with legal, operations, and corporate departments on legal negotiations for new investments.
- Responsible for investment monitoring activities for existing non-control direct investments and preparing investment review notes and highlight areas of over and under performance.
- Manage all aspects of investment reporting to ensure timely and accurate reporting.
- Create and maintain deal tear sheets for all existing investments.
- Performs research and analysis on investment strategies upon request or as assigned.
- Responsible for Direct Investment Committee meeting materials, investment strategy presentation and other related direct investment portfolio presentations to internal/external stakeholders.
- 7+ years of related investment management / analytical experience
- MBA/CFA /CAIA/ designation strongly preferred
- Prior private equity co-investment experience strongly preferred
- Strong sense of teamwork
- Exceptional knowledge of MS Office Products
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