Investment Banking Analyst (Delray Beach, FL or Cleveland, OH) Suncap Technology, Inc.Investment Banking Analyst (Delray Beach, FL or Cleveland, OH)Delray Beach, FL or Cleveland, OH, FLResearch: This includes researching comparable companies and transactions to calculate valuations, industry research, market research, and research used to identify appropriate investors, lenders, or buyers for our client's deals. The Investment Banking Analyst will support across a variety of different transactions, with an emphasis on analytical support, research, and marketing We are looking for an Analyst with an entrepreneurial spirit and the ability to work in a high-energy environment.
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 Associate position in Delray Beach, FL or Cleveland, OH Suncap Technology, Inc.Investment Associate position in Delray Beach, FL or Cleveland, OHDelray Beach, FL or Cleveland, OH, FLOur client is a Cleveland based boutique investment bank and advisory firm supporting the needs of middle market companies worldwide and successfully tackling complex engagements that others simply cannot, seeking an Investment Banker Associate for their Delray Beach or Cleveland office. Developing valuation analyses and models (projections, LBO, DCF, public comparables, historical M&A transactions, etc.).
Senior Investment Associate Northern Trust CorpSenior Investment AssociateBoca Raton, FLSenior Investment Associates are responsible for developing relationships with internal teams (performance reporting, accounting, trading, technology, alternatives, clients and handling many of the routine investment related and client relationship tasks to allow the portfolio manager to focus on their responsibilities. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
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.
Investment Executive (Financial Advisor) Ft. Lauderdale, FL Fifth Third BancorpInvestment Executive (Financial Advisor) Ft. Lauderdale, FLFort Lauderdale, 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. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance.
Strategic Finance & Investments Lead AJAIAStrategic Finance & Investments LeadFort 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.
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.
NewFinancial Consultant, Truist Investment Services, Fort Lauderdale, FL Truist Financial CorpFinancial Consultant, Truist Investment Services, Fort Lauderdale, 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. 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.
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.
Investment Manager AJAIAInvestment ManagerFort 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.
Corporate Investment Lead AJAIACorporate Investment LeadFort 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 Investments AJAIAHead of InvestmentsFort 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.
Investment Executive AJAIAInvestment ExecutiveFort 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.
Investment & Corporate Development Lead AJAIAInvestment & Corporate Development LeadFort 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.
Transactions & Investments Lead AJAIATransactions & Investments LeadFort 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.
Strategic Investment Manager AJAIAStrategic Investment ManagerFort 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.
Venture Investment Lead AJAIAVenture Investment LeadFort 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 Investments & Strategic Partnerships AJAIAHead of Investments & Strategic PartnershipsFort 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.
Director of Strategic Investments AJAIADirector 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.
Strategic Investment Lead AJAIAStrategic Investment LeadFort 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, 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.
Investment Strategy Lead AJAIAInvestment Strategy 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.
Director, Investment Sales Marcus & Millichap IncDirector, Investment SalesFt. 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.
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.
0161 - Investment Advisor Crafted Staff0161 - Investment AdvisorPalm Springs, FL$130,000This is a client-first, relationship-driven position where you'll operate with significant independence while collaborating with a small, high-performing team of 9.You'll focus on building referral pipelines, leveraging your network, and developing Centers of Influence (COIs) to fuel sustainable growth. We're seeking an experienced Investment Adviser Representative (IAR) to drive business development and lead generation for a boutique Registered Investment Advisor (RIA) in Tampa.
Investment Consultant - Relationship Manager/CPA Morgan StanleyInvestment Consultant - Relationship Manager/CPACoral Gables, FloridaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
Registered Investment Advisor FINANCIAL TRUST ASSET MANAGEMENTRegistered Investment AdvisorBoca Raton, FLFinancial Trust Asset Management (FTAM), a SEC-registered investment advisor founded in 1989, is expanding — and we’re looking for experienced advisorswith books of business to join our growing team. Comprehensive client solutions through our service affiliations with certified public accounting firms, integrating financial planning, investment management, and tax preparation in a seamless team-based approach.
Investment Real Estate - Dispositions Associate. Vertigo Real Estate VenturesInvestment Real Estate - Dispositions Associate.Delray Beach, FLFull timeWe work directly with active real estate investors to identify opportunities, structure transactions, and close deals that generate value for buyers and sellers alike. This role is ideal for individuals early in their sales career who are looking to build expertise in real estate investment sales while operating in a competitive, fast paced and innovative environment.
Financial Consultant, Truist Investment Services, Fort Lauderdale, FL Truist BankFinancial Consultant, Truist Investment Services, Fort Lauderdale, FLFort Lauderdale, FloridaGeneral 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. 2. 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Fort Lauderdale, FL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Fort Lauderdale, FLFort Lauderdale, FLFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Vice President, Investments & Capital Markets Di Rezze Family OfficeVice President, Investments & Capital MarketsSunny Isles Beach, FLThe successful candidate will work directly alongside the principals in sourcing opportunities, evaluating companies, conducting diligence, building investment theses, structuring transactions, and managing key relationships across the investment ecosystem. 5+ years of experience in investment banking, private equity, venture capital, growth equity, hedge funds, family offices, capital markets, or related investing roles.
Loan Officer, Real Estate Investments LendingOneLoan Officer, Real Estate InvestmentsBoca Raton, FloridaAs a direct private lender—not a broker, not a bank—we specialize in business-purpose mortgage loans for real estate investors, including fix-and-flip bridge loans and long-term rental financing. Headquartered in sunny Boca Raton, FL, with additional offices in Charlotte, NC and Great Neck, NY, we’ve funded over $7 billion in real estate capital and earned recognition as one of the Sun Sentinel’s Top Workplaces—four years running!
Commercial Finance Analyst CelsiusCommercial Finance AnalystBoca Raton, FloridaReporting to the Director of Commercial Finance, this role will work closely with Senior Analysts and Managers to deliver financial insights and reporting that support Key Account Managers (KAMs) and sales leaders across National, Regional, Field, and Foodservice channels. And we’re on our way to building something bigger: a category where energy isn’t just consumed, it’s lived —where performance meets personality, brand becomes community, and every can crack sparks a statement.
Jr. Portfolio Manager GA Telesis, LLCJr. Portfolio ManagerFLExperience must include the following: Proficient familiarity with all major commercial aircraft and engine types; Financial and technical acumen concerning aircraft and engine leasing; Application of knowledge in market values and general maintenance programs for engines and aircraft. In the alternative, the employer will accept a Master's degree, or foreign equivalent, in Aviation Finance, Aerospace Engineering, or related field and 1 year of experience as an Investment Analyst, Financial Analyst, or related occupation.
FP&A Analyst Leslie PrinceFP&A AnalystFort Lauderdale, Florida$175,000The ideal candidate combines strong financial modeling and analytical skills with experience supporting inventory-intensive operations, labor-driven cost structures, capital investments, and enterprise-wide forecasting in a for-profit setting. Lead the annual budgeting process for aviation parts sales, aircraft leasing divisions and corporate functions work closely with repair station divisions (MRO) and drive more efficient and complete consolidated budget process.
Rotational Analyst (2027) Starwood Property TrustRotational Analyst (2027)Miami Beach, FloridaThe Rotational Analyst position is a full-time commercial real estate and structured finance employment opportunity at Starwood Property Trust (“SPT”) offices in Miami Beach, FL, within its Real Estate Investing and Servicing (“REIS”) and Starwood Mortgage Capital (“SMC”) business lines. Real Estate Investing – Analysts will support the effort to develop debt and equity investment opportunities arising for our servicing activities, monitor and maintain the opportunity pipeline, and underwrite qualified investment opportunities.
Senior Analyst, Multifamily Sales Walker & DunlopSenior Analyst, Multifamily SalesFt. Lauderdale, FloridaThe primary role of the Senior Analyst is to support production members of the Walker & Dunlop Investment Sales team with financial modeling of multifamily assets along with producing institutional quality marketing materials and maintaining detailed market analysis. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities — where people live, work, shop, and play — to life.