Senior Analyst - Investments Kettler Enterprises, IncSenior Analyst - InvestmentsTampa, FloridaFull timeOverview: The 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. Responsibilities: Create, manage and update pro-forma cash flow models for new multifamily and mixed-use acquisitions, existing investments and new development projects.
Senior Analyst - Investments UNAVAILABLESenior 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 Selby Jennings LtdInvestment Banking AnalystTampa, FLCompany Summary: We are working with a top tier Investment Banking team in Tampa looking to add an Investment Banking Analyst to their growing M&A team within the Technology, Healthcare, Consumer, and Industrials spaces. You will have the opportunity to support end-to-end deal execution process, continue to gain extensive M&A experience as well as gain direct client facing experience with a lean deal team.
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.
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.
NewInvestment Banking Vice President Selby Jennings LtdInvestment Banking Vice PresidentTampa, FLWe are partnering with a leading middle-market investment bank specializing in mergers & acquisitions, capital raising, and financial advisory services for private and public companies. The Vice President will play a critical role in leading transaction execution, managing client relationships, mentoring junior bankers.
Investment Executive (Financial Advisor) The Villages, FL Fifth Third BankInvestment Executive (Financial Advisor) The Villages, FLPinellas Park, 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.
Investment Executive (Financial Advisor) Greater Tampa, FL Fifth Third BankInvestment Executive (Financial Advisor) Greater Tampa, FLTampa, 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.
NewInvestment 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.
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 // 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 // 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.
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.
NewFinancial Advisor, Truist Investment Services, Palm Harbor, FL Truist Financial CorpFinancial Advisor, Truist Investment Services, Palm Harbor, FLPalm Harbor, 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 Counselor (Financial Advisor Alternative) Fisher InvestmentsInvestment Counselor (Financial Advisor Alternative)Tampa, 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. Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events.
Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative) Fisher InvestmentsInvestment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)Tampa, FloridaFull timeAs you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients. We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role.
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.
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 .
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.