Senior Analyst Investments KettlerSenior Analyst InvestmentsTampa, FLThe Senior Investment Analyst will provide analytical support to the Investments, Asset Management and Development teams by primarily producing financial pro forma models, conducting property due diligence and financial reporting for multifamily and mixed-use investments. Create, manage and update pro-forma cash flow models for new multifamily and mixed-use acquisitions, existing investments and new development projects.
Investment Banking Analyst | Industrials M&A Selby Jennings LtdInvestment Banking Analyst | Industrials M&ATampa, FLTheir team in Tampa sees consistent, high-volume deal flow year over year, offering exceptional transaction experience for junior bankers looking to grow their careers. Our client is a highly reputable investment bank focused on advising upper mid-market companies and sponsors on M&A transactions.
2027 Investment Banking Summer Analyst Mergers & Acquisitions St. Petersburg, FL Raymond James & Associates2027 Investment Banking Summer Analyst Mergers & Acquisitions St. Petersburg, FLSaint Petersburg, FloridaSummer Analysts are expected to work on every aspect of the transaction process, including high-level research projects, creation of original work product and presentations, and participation in drafting sessions, new business proposal sessions, and due diligence meetings. . Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. .
Investment Advisor LutzInvestment AdvisorLutz, FloridaAs an SEC Registered Investment Advisor and affiliate of Lutz, we offer independent advice tailored to each client’s unique goals, whether that’s building a secure financial future, managing investments, or designing retirement plans for businesses. Comprehensive Medical, Vision, & Dental Insurance | Healthcare and Dependent Care Flex Spending Accounts | Health Savings Account | Short-term and Long-term Disability Insurance | Life Insurance | Company Wellness Events | Employee Assistance Program.
Investment Data Scientist - Python & Portfolio Analytics (Hybrid) Raymond James Financial IncInvestment Data Scientist - Python & Portfolio Analytics (Hybrid)Saint Petersburg, FLAs part of the AMS Research team, the Investment Data Scientist plays a key role in developing, improving, and evaluating quantitative models that directly support investment decision-making and portfolio management. This is a hands-on technical role focused on writing production-quality Python code to analyze financial datasets, enhance portfolio construction methods, and automate investment workflows.
International Investment Counselor (US Based) - Canadian Clients Fisher InvestmentsInternational Investment Counselor (US Based) - Canadian ClientsTampa, FloridaFull timeYou will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care.
Investment Executive (Financial Advisor) Greater Tampa, FL Fifth Third BankInvestment Executive (Financial Advisor) Greater Tampa, FLTampa, FLConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Experienced Investment Banking Analyst - ESOP (St. Pete) Raymond James Financial IncExperienced Investment Banking Analyst - ESOP (St. Pete)Saint Petersburg, FLAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock.
Investment Management - Business Strategy Manager DeloitteInvestment Management - Business Strategy ManagerTampa, 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 Sales Agent Marcus & Millichap IncInvestment Sales AgentTampa, 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 Consultant, Truist Investment Services, Clearwater. FL Truist Financial CorpFinancial Consultant, Truist Investment Services, Clearwater. FLClearwater, 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. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Managing Director, Investment Banking // Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Mergers & Acquisitions (M&A)Tampa, 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)Tampa, 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)Tampa, 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)Tampa, 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 // Technology Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Technology Mergers & Acquisitions (M&A)Tampa, 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.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerTampa, 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.
Manager, Investment Accounting Applied UnderwritersManager, Investment AccountingTampa, FloridaResponsible for the evaluation and delivery of internal and external investment accounting needs, including the review and development of existing and new GAAP and statutory reports and assistance of new investment accounting initiatives with other business partners. Applied Underwriters has one of the highest customer retention rates in the industry - a success directly attributed to our employees and their high level of commitment, hard work, and ambition.
Investment Real Estate Agent Prophet HomesInvestment Real Estate AgentSt. Petersburg, FloridaIndustry-Leading Resources - Structured onboarding, individualized training, and mentorship - Our managers have more knowledge and experience than anyone in the industry, and work closely with agents to help you start earning fast - Our team-centered approach promotes peer-to-peer learning and personal support to help you develop and progress quickly - Access to our proprietary training database, sales methods, investor marketplace, and technology systems . - Active Florida real estate license or willingness to obtain one (we guide you through the process) - Background in sales, real estate, acquisitions, wholesaling, business, or finance preferred - Strong communication, coachability, and relationship-building skills - Comfortable communicating with prospects via phone and email, using CRM systems and other technology tools - Self-motivated, goal-oriented, and comfortable in a commission-based environment .
Vice President of Investment Sales Staffing In MotionVice President of Investment SalesTampa, FloridaThis is an inside sales role with an Investment firm and the primary responsibilities are calling high-net-worth leads that the firm provides, scheduling video meetings with prospective clients for the purpose of gathering new assets (clients for the firm). There is no cold calling/prospecting with this role and the firm prefers that you just focus on closing the leads provided.