Chief Financial & Investment Officer The Quest OrganizationChief Financial & Investment OfficerFort Lauderdale, FLThis executive will oversee financial strategy, investment analysis, portfolio reporting, and capital allocation across a diversified portfolio that includes public and private investments, real estate, and operating businesses. Rapidly growing Single Family Office is seeking a strategic Chief Financial & Investment Officer to serve as a trusted advisor to the Principal.
Investment Banking Analyst II - Capital Structure Advisory (West Palm Beach) Raymond James Financial IncInvestment Banking Analyst II - Capital Structure Advisory (West Palm Beach)Palm Beach, FLWorks with full competence to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Skills: Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
Wealth Investment Associate M&T Bank CorpWealth Investment AssociatePalm Beach, FL$29.39–$48.99 / hourEducation and Experience Required: Bachelor's degree and a minimum of 1 years' investment-related experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a minimum of 1 year's investment-related experience. Provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products.
Investment & Leasing Finance Manager Leslie PrinceInvestment & Leasing Finance ManagerFort Lauderdale, Florida$130,000We are seeking a strategic and analytically driven Finance Manager, Aviation Investment & Leasing to support investment evaluation, aircraft leasing strategy, capital structuring, trading economics, debt structuring, and portfolio performance optimization. The ideal candidate will possess extensive experience in aircraft leasing cycles, various return metric analysis, and structured financing, along with the ability to translate complex financial data into actionable investment strategies.
Wealth Investment Associate Wilmington TrustWealth Investment AssociatePalm Beach, FloridaBachelor’s degree and a minimum of 1 years’ investment-related experience, or in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 year’s investment-related experience. Provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products.
Investment Executive (Financial Advisor) Ft. Lauderdale, FL Fifth Third BankInvestment Executive (Financial Advisor) Ft. Lauderdale, FLFort Lauderdale, FloridaConduct 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.
Finance Manager- Aviation Investment & Leasing GA Telesis, LLCFinance Manager- Aviation Investment & LeasingFort Lauderdale, FLWe are seeking a strategic and analytically driven Finance Manager, Aviation Investment & Leasing to support investment evaluation, aircraft leasing strategy, capital structuring, trading economics, debt structuring, and portfolio performance optimization. The ideal candidate will possess extensive experience in aircraft leasing cycles, various return metric analysis, and structured financing, along with the ability to translate complex financial data into actionable investment strategies.
Finance Manager- Aviation Investment & Leasing GA TelesisFinance Manager- Aviation Investment & LeasingFort Lauderdale, FLWe are seeking a strategic and analytically driven Finance Manager, Aviation Investment & Leasing to support investment evaluation, aircraft leasing strategy, capital structuring, trading economics, debt structuring, and portfolio performance optimization. The ideal candidate will possess extensive experience in aircraft leasing cycles, various return metric analysis, and structured financing, along with the ability to translate complex financial data into actionable investment strategies.
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.
Managing Director, Investment Banking // Business Services Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Business Services Mergers & Acquisitions (M&A)Palm Beach, 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)Palm Beach, 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)Palm Beach, 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)Palm Beach, 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)Palm Beach, 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 Grade Credit Trader Siebert Williams ShankInvestment Grade Credit TraderWest Palm Beach, FL$150,000–$200,000 / yearSiebert Williams Shank (SWS) is conducting a search for an experienced Investment Grade Credit Trader with deep expertise in electronic trading platforms (MarketAxess, TradeWeb, Bloomberg ALLQ) to join its growing taxable fixed income desk. The ideal candidate will have 5+ years of experience trading IG corporate bonds, with a track record of managing risk, recycling balance sheet, and leveraging ECN platforms to capture liquidity and client flow.
U.S. Private Bank - Investment Professional - Associate JPMorgan Chase & CoU.S. Private Bank - Investment Professional - AssociatePalm Beach, 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.
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.
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.
Strategic Investment Lead AJAIAStrategic Investment LeadFort Lauderdale, FLThis role is ideal for a mid‑career investment professional who understands how deals are structured and executed and is excited about applying those skills in an entrepreneurial environment within the education sector. This individual will be responsible for evaluating opportunities, developing financial models, structuring transactions, and leading the execution of investments and acquisitions.
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.