Senior Investment Analyst KettlerSenior Investment AnalystTampa, 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 investments. Create, manage and update pro-forma cash flow models for new multi-family acquisitions, existing investments and new development projects.
Investment Sales Senior Analyst CBRE Group IncInvestment Sales Senior AnalystTampa, FLWhat You'll Do: Secure new and expanded business opportunities through prospecting, networking, relationship building, and selling additional services to current client base. Analyst, you will develop business and negotiate the selling, leasing, and marketing of large and high profile commercial real estate properties for clients.
VP, Banking Investment TalentBridgeVP, Banking InvestmentTampa, FLRemote$200–$225 / yearApplication RequirementsIn addition to a current resume, candidates must submit a completed Deal Sheet (template provided) that includes: All current active deals (2026), blinded, including industry, engagement type, transaction value, company size, company location, and your specific role. Lead all phases of the transaction process including marketing, buyer outreach, management presentations, due diligence, and negotiations.
NewMiddle Office Investment Banking Analyst Mitsubishi UFJ Financial GroupMiddle Office Investment Banking AnalystTampa, FloridaAdditionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. Liaise and coordinate pre-closing requirements with internal and external stakeholders (Portfolio Management, Syndications, Credit, Loan and Agency Services, Finance, Legal, and Back Office).
International Investment Counselor (US Based) - Canadian Clients Fisher InvestmentsInternational Investment Counselor (US Based) - Canadian ClientsTampa, FLp>Qualifications: CFA (passed any level) and Series 65 (we will help you obtain upon starting) 4+ years of experience with portfolio management and client relationship building Bachelors degree A thoughtful consultative approach with an emphasis on client focus. You 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.
Director of Investments PublixDirector of InvestmentsLakeland, FLExtensive experience with asset allocation, portfolio construction, and investment risk management. 15+ years of direct investment experience managing equity and fixed‑income portfolios.
Financial Consultant, Truist Investment Services, Tampa, FL Truist Financial CorpFinancial Consultant, Truist Investment Services, Tampa, FLTampa, 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 Consultant, Truist Investment Services, Lakeland, FL Truist Financial CorpFinancial Consultant, Truist Investment Services, Lakeland, FLLakeland, 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.
Director, Investment Sales Marcus & Millichap IncDirector, Investment SalesTampa, 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.
AVP, Application Development - USAA Investment Services Company (ISCO) USAAAVP, Application Development - USAA Investment Services Company (ISCO)Tampa, FL$224,250–$403,650 / yearDeep expertise in designing, developing, and implementing leading-edge investment technology underpinning registered broker-dealers and investment advisors - including trading, wealth management, compliance, and CRM platforms - paired with the strategic thought leadership to influence and advise senior business executives on technology-driven decisions. Proven track record of rapidly translating complex business objectives for a growing retail investment advisory business into bold, actionable technology roadmaps - operating with fierce urgency and personal accountability to deliver results at pace without sacrificing quality or compliance rigor.
Head of Investment Platform Concurrent Investment AdvisorsHead of Investment PlatformTampa, United StatesRemote$180,000–$325,000 / yearInstead, it owns the governance, structure, scalability, and operational execution of the firm’s investment platform, spanning custodians, portfolio management systems, trading infrastructure, fintech integrations, supervisory controls, and regulatory alignment. Ten or more years of experience in wealth management asset management RIA platform leadership TAMP OCIO or enterprise investment platform environments.
NewVice 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.
Investment Advisor Capital Investment AdvisorsInvestment AdvisorTampa, FLFull timeOur tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice.
Investment Counselor (Financial Advisor Alternative) Fisher InvestmentsInvestment Counselor (Financial Advisor Alternative)Tampa, FLYou 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. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach.
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative) Fisher InvestmentsInvestment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)Tampa, FLYour Qualifications: • 1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting • Bachelor's degree or equivalent combination of education and experience required • Required to pass the Series 65 (we provide robust training and support once you start) • A thoughtful consultative approach with an emphasis on client focus. As 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.
EVP, Portfolio Investments Fay Servicing, LLC.EVP, Portfolio InvestmentsTampa, FL$225,000–$250,000 / yearThis includes ownership of strategic and financial objectives, strategy execution, and the overall operating plan with the objective to drive scale and incremental revenue while working effectively across the organization to contribute to overall enterprise growth and profitability. The company sources loan portfolios from a diverse network of originators, including banks, credit unions, and independent mortgage lenders, and actively trades these assets to optimize return on capital and manage risk exposure.
Credit Officer, Global Wealth & Investment Management Bank of America CorpCredit Officer, Global Wealth & Investment ManagementTampa, FLPrefer 3 years of experience in each of the following: o Marketing and selling Private Wealth credit solutions with a goal to engage and influence audience behavior to address the lending needs of clients; o Cultivating relationships with clients and Financial Advisors to identify credit opportunities and grow lending business; o Negotiating with Underwriting and Risk on behalf of the client to structure sound loans including securities based loans, Commercial real estate loans, Recreational real estate loans, Hedge Fund loans, Fine Art loans, Yacht loans, Unsecured loans, and other miscellaneous loans; o Conducting financial analysis including ratio analysis, DSC analysis, and collateral evaluations to determine viability of loan opportunities; and, o Assessing existing portfolio of loans ensuring compliance with financial covenants and reporting, resolving margin calls, and debt service failures. The primary mission of the Credit Product Specialist is to establish new credit relationships with the financial advisors wealth management clients/ prospects in addition to supporting/ expanding existing GWIM credit relationships with the intent of generating balance and revenue growth with appropriate risk adjusted returns.
Consulting Manager, Asset Investment Planning Black & Veatch Holding CoConsulting Manager, Asset Investment PlanningTampa, FLRecognized by Glassdoor as a 2023 Top 100 place to work and winner of the Newsweek's 2023 America's Greatest Workplaces for Diversity, Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities. Black & Veatch's Infrastructure Advisory Business provides a portfolio of solutions focused on the asset lifecycle, including Asset Management & Operations & Maintenance, Infrastructure Technology, Cybersecurity Solutions, Planning and Transactions.
Director of Accounting - Loans, Investments, and Derivatives Seacoast National BankDirector of Accounting - Loans, Investments, and DerivativesTampa, FLOversee accounting and financial reporting for the investment portfolio, including, Available‑for‑Sale (AFS) and Held‑to‑Maturity (HTM) securities, mutual funds, and other alternative investments, as applicable. JOB SUMMARY: The Investment Accounting Senior Director is responsible for accurate accounting, valuation, financial reporting, and regulatory treatment of the company investment portfolio and derivative instruments.
Investment Foundry Caster - Turbine Components 3rd shift Chromalloy Gas Turbine LLCInvestment Foundry Caster - Turbine Components 3rd shiftTampa, FLChromalloy participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Any offer of employment will also be conditioned upon the successful completion of a background investigation and drug screen in accordance with company policy and applicable federal and state regulations. We are a leading provider of aftermarket parts, repairs, and solutions that safely & reliably extend the life of aircraft engines and gas turbines.
R&I Personal Independence Investments CoE - Manager PricewaterhouseCoopers LLPR&I Personal Independence Investments CoE - ManagerTampa, FL$73,500–$212,280 / yearAs part of the Risk & Independence Center of Excellence team, you will facilitate subject matter expertise assessments of certain investments (e.g., non-diversified funds, non-registered products, investments through variable insurance products and employee benefit plans, 529 savings plans, structured products) related to partners and employees in the US, Mexico and the Acceleration Centers (ACs). Consulting with professionals throughout the US firm and the global firm regarding the application of the independence rules established by the SEC, AICPA, PCAOB, including affiliate definitions, and assisting engagement teams in understanding potential violations, mitigating factors and concluding on the firms independence.
Senior Associate, Investment Strategy Homebound IncSenior Associate, Investment StrategyFLCreated by an experienced team of construction, real estate, design, and technology experts, Homebound is transforming the residential construction industry by improving the costly and inefficient process of building a home. Homebound has raised $150M in capital from leading venture capitalists like Google, Khosla, Thrive Ventures, and we're scaling quickly in places like Texas, Colorado and Florida.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerFL$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.
Portfolio Planning & Investment Governance Leader - Senior Vice President Citigroup IncPortfolio Planning & Investment Governance Leader - Senior Vice PresidentTampa, FL$141,440–$212,160 / yearThe successful candidate will play a pivotal role in ensuring financial discipline, optimizing risk management, and fostering collaboration across diverse stakeholder groups, with a focus on enhancing transparency, traceability, and proactive management of technology investments. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.
Financial Consultant, Truist Investment Services, Tampa, FL Truist BankFinancial Consultant, Truist Investment Services, Tampa, FLTampa, 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.
Financial Consultant, Truist Investment Services, Lakeland, FL Truist BankFinancial Consultant, Truist Investment Services, Lakeland, FLLakeland, 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.
Product Delivery Manager - Investment Middle Office Services - Vice President JPMorgan Chase Bank, N.A.Product Delivery Manager - Investment Middle Office Services - Vice PresidentTampa, FLFull timeLead end-to-end product delivery processes including intake, dependency management, release management, product operationalization, delivery feasibility decision-making, and product performance reporting, while escalating opportunities to improve efficiencies and functional coordination. 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.
Senior Consultant, Industry Solutions, Investment Management - SimCorp Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - SimCorpTampa, FL$118,700–$218,600 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.
Senior Consultant, Industry Solutions, Investment Management - Aladdin Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - AladdinFL$128,000–$252,500 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.
Hybrid Real Estate Investment Representative/Disposition Agent RebuiltHybrid Real Estate Investment Representative/Disposition AgentTampa, FloridaRebuilt (www.rebuilt.com) is building a truly unique, vertically integrated real estate investment business fueled by unparalleled local market expertise and enabled by advanced technology solutions. Rebuilt is a Private Equity-backed real estate firm that creates win-win opportunities for property sellers seeking a convenient sale process and real estate investors looking for exclusive, high-return properties.
Hybrid-Real Estate Investment Representative/Acquisitions Agent RebuiltHybrid-Real Estate Investment Representative/Acquisitions AgentTampa, FloridaRebuilt (www.rebuilt.com) is building a truly unique, vertically integrated real estate investment business fueled by unparalleled local market expertise and enabled by advanced technology solutions. Rebuilt is a Private Equity-backed real estate firm that creates win-win opportunities for property sellers seeking a convenient sale process and real estate investors looking for exclusive, high-return properties.