Investment Management - Business Strategy Manager DeloitteInvestment Management - Business Strategy ManagerMiami, FL$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Investment Analyst Selby Jennings LtdInvestment AnalystCoral Gables, FLRather than relying on a single investment style, we utilize a flexible research-driven framework that evaluates opportunities across global equity markets, fixed income, private investments, credit strategies, real assets, hedge funds, venture investments, and select direct investment opportunities. 2-5 years of experience within investment operations, portfolio analytics, institutional consulting, wealth management, OCIO platforms, family offices, asset management firms, or similar financial organizations.
Investment Sales Agent Marcus & Millichap IncInvestment Sales AgentFort Lauderdale, 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.
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.
Investment Expert - Remote YO AI LabsInvestment Expert - RemoteMiami, FloridaRemoteWe are looking for finance professionals with experience in investment banking, private equity, venture capital, hedge funds, or growth equity to help evaluate and improve AI models' financial reasoning. Evaluate AI outputs related to valuation, financial modeling, markets, and investments.
Investment Associate Asset Allocation Selby Jennings LtdInvestment Associate Asset AllocationCoral Gables, 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.
Investment 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.
U.S. Private Bank - Investment Specialist - Associate JPMorgan Chase & CoU.S. Private Bank - Investment Specialist - AssociateMiami, FLAs an Investment Specialist in the U.S. Private Bank, you will provide support to Investors in all facets of their daily business routine with the ultimate goal of helping Bankers win new clients in addition to deepening and strengthening existing client relationships. 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.
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.
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.
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 // 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 // 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.
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.
U.S. Private Bank - Investment Professional JPMorgan Chase & CoU.S. Private Bank - Investment ProfessionalFort Lauderdale, 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.
Investment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerMiami, FLKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
Investment Banking Consultant Accenture PlcInvestment Banking ConsultantMiami, FLKey responsibilities of the Investment Banking Management Consulting Consultant may include: Assist and collaborate with senior leaders to execute large-scale, complex transformation programs at investment banks, spanning business, operating model, process, people, and technology change. Develop deliverables such as presentations, reports and other documentation to enable delivery of end-to-end client transformation initiatives across the trading lifecycle (Front, Middle, Back Office, and Technology & Operations), including regulatory-driven change, platform modernization, and target operating model design.