Managing Director, Investment Banking // Business Services Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Business Services Mergers & Acquisitions (M&A)Miami, FLOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Managing Director, Investment Banking // Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Mergers & Acquisitions (M&A)Miami, FLOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Managing Director, Investment Banking // Consumer, Beauty & Wellness Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Consumer, Beauty & Wellness Mergers & Acquisitions (M&A)Miami, FLOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Managing Director, Investment Banking // Healthcare Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Healthcare Mergers & Acquisitions (M&A)Miami, FLOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
U.S. Private Bank - Investment Professional - Associate JPMorgan Chase & CoU.S. Private Bank - Investment Professional - AssociateMiami, FLConsult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
NewInvestment Sales Manager Ocean BankInvestment Sales ManagerMiami, FloridaThis role is responsible for driving non-deposit investment product sales, developing financial advisors and registered referral partners, strengthening client and prospect pipelines, and ensuring sales practices are conducted in a compliant, client-focused manner. The ideal candidate is a strategic sales leader with strong wealth management experience, the ability to recruit and coach high-performing investment professionals, and a proven track record of building relationships across banking, brokerage, and advisory channels.
Financial Advisor, Truist Investment Services, Miami, FL Truist Financial CorpFinancial Advisor, Truist Investment Services, Miami, FLMiami, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients'' individual goals, risk tolerances and best interests.
Financial Advisor, Truist Investment Services, Las Olas, FL Truist Financial CorpFinancial Advisor, Truist Investment Services, Las Olas, FLFt Lauderdale, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients'' individual goals, risk tolerances and best interests.
Financial Advisor, Truist Investment Services, Boca Raton, FL Truist Financial CorpFinancial Advisor, Truist Investment Services, Boca Raton, FLBoca Raton, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients'' individual goals, risk tolerances and best interests.
NewVice President, Investment Team Deerpath Capital ManagementVice President, Investment TeamFort Lauderdale, FLFull timeLead evaluation of new investment opportunities, including preparation and presentation of investment committee materials, modeling and credit analysis, industry research and meeting with private equity firms and management teams. Deerpath has investment offices in New York, Boston, Chicago, Los Angeles and Fort Lauderdale, as well as overseas investor relations offices in London, Seoul, Tokyo and Brisbane.
Real Estate Investment Sales Associate Premium Merchant FundingReal Estate Investment Sales AssociateMiami, FLThis role puts you right in the middle of our real estate deal flow — talking to property owners, investors, and buyers every day and connecting them with funding that actually gets things done. We're based out of NYC's Wall Street district and we specialize in getting capital to small and medium-sized businesses that banks routinely ignore.
Head Of Strategic Investments AJAIAHead Of Strategic InvestmentsFort Lauderdale, FLWorking closely with the Founder/CEO and senior leadership, you will build financial models, structure investments and acquisitions, conduct due diligence, and guide transactions from initial opportunity through closing. As our portfolio grows, we are expanding our investment capability to evaluate, structure, and execute investments, partnerships, and acquisitions that strengthen the education ecosystem.
Head of Strategic Investments AJAIAHead of Strategic InvestmentsFort Lauderdale, FloridaWorking closely with the Founder/CEO and senior leadership, you will build financial models, structure investments and acquisitions, conduct due diligence, and guide transactions from initial opportunity through closing. As our portfolio grows, we are expanding our investment capability to evaluate, structure, and execute investments, partnerships, and acquisitions that strengthen the education ecosystem.
Investment Sales Agent Marcus & Millichap IncInvestment Sales AgentMiami, FLFounded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.
Investment Banking Associate Selby Jennings LtdInvestment Banking AssociateMiami, FL$110,000–$130,000 / yearCompany Summary: We're currently partnered with a boutique middle market investment bank providing mergers & acquisitions, capital raising, and strategic advisory services to clients in the Healthcare and Business Services sectors. Working closely with senior bankers and clients, gaining meaningful exposure to transaction execution and strategic decision-making.
Financial Advisor, Truist Investment Services, Miami, FL Truist Financial CorporationFinancial Advisor, Truist Investment Services, Miami, FLMiami, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.
Investment Professional Institutional Allocator | Miami, FL Selby Jennings LtdInvestment Professional Institutional Allocator | Miami, FLMiami, FLThe successful candidate will work alongside senior investment professionals and play an active role in manager due diligence, portfolio construction, investment research, and investment committee decision-making. Evaluate hedge funds, private equity funds, venture capital funds, private credit managers, public market strategies, and co-investment opportunities.
Business Development Officer, Truist Investment Services, Boca Raton, FL Truist Financial CorpBusiness Development Officer, Truist Investment Services, Boca Raton, FLBoca Raton, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Facilitate a direct calling effort on centers of influence within the community and build strong relationships with internal partners to foster new sources of revenue and increase referral activity.
Investments Business Manager-Associate JPMorgan Chase Bank, N.A.Investments Business Manager-AssociateMiami, FLFull timeAs a Business Manager in Investments (Latin America & Global Families Group ) , you will help identify and drive business priorities, manage complex initiatives, and ensure leadership has clear, compelling materials for key forums. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Investment Sales Lead Citigroup IncInvestment Sales LeadMiami, FL$161,100–$170,000 / yearFive (5) years of experience must include: Performing Financial Analysis and forecasting to predict and understand revenue, expenses and product trends with the aim of improving business profitability using MS Excel, Bloomberg Terminal, FactSet, and Capital IQ; Performing complex data analyses using large datasets to generate business insights through Business Intelligent tools such as MS Excel, PowerBI, Tableau and Qlik and presenting findings to leadership through MS PowerPoint presentations and PowerBI or Tableau visualizations; Elaborating and negotiating Business Contracts with third-party stakeholders including amount, clauses, and collateral using MS Word; Supporting projects such as development, implementation, launch and training involving timeline creation, tracking, and reporting using tools such as MS SharePoint, MS Access and MS OneNote; and Analyzing credit for companies and individuals, such as financial assessment, collateral analysis, revenue projection, payment plan and risk study. Coordinate with regional Portfolio Managers, the LATAM Investments head as well as the regional General Market Manager (GMM) and Investment Counselor (IC) Team Leader on the CIM Managed strategy for the region.