Investment Management Counsel Page Group USAInvestment Management CounselMiami, FL$205,000–$230,000 / yearFull timeStrong knowledge of the Investment Company Act of 1940, the Investment Advisers Act of 1940, the Securities Act of 1933, the Securities Exchange Act of 1934, and FINRA regulations. Advise on the legal implications of offering new and existing products and services, including private funds, exchange traded notes and local Latin American structures.
Point72 Academy Investment Analyst Program for Upcoming Graduates 2026 - US Point72, L.P.Point72 Academy Investment Analyst Program for Upcoming Graduates 2026 - USMiami, FLYou may have the opportunity to become an equity research analyst at Point72, where you'll apply your financial acumen and curiosity to help shape your team's investment strategies as you: Build and refine sophisticated financial models to help you understand the businesses you cover and how they are changing. Your field of study or major is not a determining factor; we seek individuals who can collaborate effectively, exhibit integrity, possess intellectual curiosity, demonstrate leadership potential, and express a keen interest in the financial markets.
Point72 Academy 2026-2027 Investment Analyst Program for Experienced Professionals - US Point72, L.P.Point72 Academy 2026-2027 Investment Analyst Program for Experienced Professionals - USFlorida, FLConstantly develop your skills through coaching from your portfolio manager and by using the full breadth of the professional development resources available to you Apply your ever-growing knowledge base to identifying and opining on key market debates that drive stock prices Creatively research questions subject to the firm's compliance policies and procedures Recognize variant views versus the market Conduct yourself with the highest levels of professionalism, integrity, and ethics WHO SHOULD APPLY: At the Point72 Academy, we hire for potential. Upon Successful Graduation: The Analyst Role Upon the successful completion of the Academy, you'll have the opportunity to interview for an equity research analyst role at Point72, where you'll work closely with your portfolio manager and team to develop a deep understanding of companies across industries and around the world.
Real Estate Investment Analyst Intern Premium Merchant FundingReal Estate Investment Analyst InternMiami, FLWe’re hiring a driven, competitive intern to help source real estate deals, connect with buyers and sellers, and learn how deals are built from the ground up. Based in the Wall Street area of NYC's financial district, we focus on supporting companies frequently overlooked by conventional banks.
Investment Banking Senior Analyst Career Launch AIInvestment Banking Senior AnalystMiami, FL$100,000–$150,000If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate Finance, this role represents the type of accelerated opportunity we help you land — faster, with personalized recruiter outreach and AI-powered support. This Investment Banking Analyst role is an example of real opportunities available inside the Career Launch AI Private Job Board, which includes: Exclusive roles from employers who recruit directly through Career Launch AI.
Investment Banking Analyst Career Launch AIInvestment Banking AnalystMiami, FL$100,000–$150,000If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate Finance, this role represents the type of accelerated opportunity we help you land — faster, with personalized recruiter outreach and AI-powered support. This Investment Banking Analyst role is an example of real opportunities available inside the Career Launch AI Private Job Board, which includes: Exclusive roles from employers who recruit directly through Career Launch AI.
Healthcare Investment Banking Analyst / Associate Career Launch AIHealthcare Investment Banking Analyst / AssociateMiami, FL$150,000–$250,000This Healthcare Investment Banking Analyst/Associate posting is an example of the roles featured on the Career Launch AI private job board — high-paying, competitive healthcare M&A and capital markets opportunities that members receive exclusive access to. A leading global investment bank (representative of our employer network) is hiring a Healthcare Investment Banking Analyst/Associate to support M&A execution, capital raising, and strategic advisory in the healthcare and life sciences sectors.
Wealth Investment Support Specialist II (Coral Gables, FL.) Truist Financial CorpWealth Investment Support Specialist II (Coral Gables, FL.)Coral Gables, 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. 3-5+ years in the role as an Investment Support Specialist/Fiduciary Support Specialist; trust, investment, banking or financial planning-related client service experience, or equivalent outside experience.
Analyst, Investment Reporting Operations (open to remote) Reinsurance Group of America IncAnalyst, Investment Reporting Operations (open to remote)FLRemote$66,740–$94,800 / yearThis role assists the daily execution of report preparation, data input validation, aggregation, and delivery across assigned reporting channels - including operational, trust, client, board, executive, performance, internal, investor, plan-level, and ad hoc reports. The Analyst, Investment Reporting Operations is a developing reporting professional responsible for assisting the production and quality assurance of investment reporting outputs under the direction of a Director or Senior Analyst.
Director, Finance Business Partner, Marketing & Strategic Investments - LAC Mastercard IncDirector, Finance Business Partner, Marketing & Strategic Investments - LACMiami, FL$142,000–$234,000 / yearOperating at the intersection of strategy, finance, and marketing effectiveness, the Director, Marketing Finance & Strategic Investments leader oversees complex, multi-country budgets, drives ROI-focused investment decisions, and ensures tight alignment between local market execution and regional priorities. All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and.
Director, Investment Business Analyst Reinsurance Group of America IncDirector, Investment Business AnalystFL$107,060–$159,390 / yearThe Director, Investment Business Analysis is responsible for leading day-to-day business analysis delivery across investment initiatives and owning execution quality within assigned programs or portfolios. The Director partners closely with Investment stakeholders and Technology delivery teams to drive clear outcomes, manage delivery risk, and support successful adoption.
INVESTMENT ADVISORY Larch Capital Partners LLCINVESTMENT ADVISORYMIAMI, FLLarch Capital Partners is an SEC-registered investment advisory firm focused on providing multi-family office services to ultra-high-net-worth individuals, primarily from Latin America. The Senior Investment Advisor is responsible for conducting investment analysis, performing portfolio management tasks, executing transactions, and providing advice to Clients and Relationship Managers.
Sr Investment Associate Northern TrustSr Investment AssociateMiami, FLFull timeThe Senior Investment Associate partners closely with Portfolio Advisors (PAs) and client service teams to deliver proactive, high‑quality service to high‑net‑worth clients. This role supports the day‑to‑day workflow of PAs by preparing client‑facing materials, coordinating meeting logistics and technology, and providing analytical and operational support related to investment activity.
Senior Investment Associate Northern Trust CorpSenior Investment AssociateMiami, 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 Solutions Analyst BBVAInvestment Solutions AnalystMiami, FLHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information (41 C.F.R. The candidate will support due diligence on investment managers, continuously review best-in-class products, contribute to structured notes analysis and ensure that product selection aligns with investment objectives, market trends and client suitability.
Private Client Manager- Investments Bank of AmericaPrivate Client Manager- InvestmentsMiami, New YorkUS - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NJ - Florham Park - 500 Campus Dr - Morristown (NJ6520), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100). Acts as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfaction.
Client Development Specialist - Holistic Investment Thesis McKinsey & Co IncClient Development Specialist - Holistic Investment ThesisMiami, FLYou will join the HIT team, which is a firm strategic initiative co-led by Strategy & Corporate Finance (S&CF), McKinsey Transformations (MT) with contributions from Marketing & Sales (M&S), Sustainability, People & Organizational Performance, Operations and Digital and Analytics (DnA) practices. • Engage actively with McKinsey leaders and clients when new developments arise, especially when these could be a 'critical moment' opportunity to connect with clients (e.g., changes in share price / analyst sentiments, M&A activity, etc.).
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.
Securities / Investment Operations Analyst (Bilingual - English & Spanish) StratAcuity Staffing Partners IncSecurities / Investment Operations Analyst (Bilingual - English & Spanish)Miami, FL$30–$36 / hourProcedure for processing Transactions that do not Flow from 360: Investigate securities purchase and sale transactions that are blocked in the Middle office screen in Globus, advise bankers/assistants of the issue, and contact all departments that can assist in unblocking the transactions in question. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.
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, FloridaWe 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. Investment Criteria & Portfolio ManagementBe able to drive analysis and assess asset-level and portfolio-level returns (Unlevered and levered IRR, NPV, cash yield, lease rate factors, MOIC etc).
Investment Bank UBS Group AGInvestment BankMiami, FLSouth Florida's institutional client landscape continues to expand, driven by the growing presence of global multi-manager platforms, hedge funds, asset managers, and U.S. institutions establishing a local footprint. The team operates in a lean, fast-moving model and represents the broader UBS Global Markets platform, partnering closely with research, trading, corporate access, and senior stakeholders to deliver differentiated ideas and access.
Investment Associate – Private Capital Career Launch AIInvestment Associate – Private CapitalMiami, FL$140,000–$185,000This Investment Associate – Private Capital opportunity is an example of the real roles featured on the Career Launch AI private job board – a members-only marketplace of high-paying, early-career jobs in finance, consulting, tech, and strategy. A lower middle-market private equity firm (representative of the firms in our network) is seeking a highly motivated, analytically strong Entry-Level Private Equity Associate.
Investment Counselor Sr. Lead Citigroup IncInvestment Counselor Sr. LeadMiami, FL$200,000–$300,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships.
Investment Partner Initio CapitalInvestment PartnerMiami, FL$100,000–$120,000Initio Capital is onboarding a select group of Investment Partners to deploy capital into vetted startup opportunities through our SPVs and direct deals. You gain priority access to curated deal flow, institutional-grade diligence, and a streamlined way to invest alongside a growing venture ecosystem.
Financial Consultant, Truist Investment Services, Ft. Lauderdale, FL Truist Financial CorpFinancial Consultant, Truist Investment Services, Ft. 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, 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.
Financial Consultant, Truist Investment Services, Miami, FL Truist Financial CorpFinancial Consultant, Truist Investment Services, Miami, FLMiami, 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, Miami, FL Truist Financial CorpFinancial Advisor, Truist Investment Services, Miami, FLMiami, 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.
VP, Head of Investment Accounting (open to remote) Reinsurance Group of America IncVP, Head of Investment Accounting (open to remote)FLRemote$180,220–$268,400 / yearOwns accurate and timely month-end, quarter-end, and annual close and reporting for invested assets and related income and expenses across GAAP, statutory/regulatory, tax, and management reporting bases. Leads investment accounting policy, interpretation, and application for complex transactions and instruments (including derivatives and hedge-related strategies, as applicable), and provides guidance to portfolio management and business development teams.
Alternative Investment Operations Manager Banco Santander (Brasil) SAAlternative Investment Operations ManagerMiami, FLPosition Summary: The Alternative Investment Operations Manager is responsible for reviewing and ensuring the proper settlement of executions across various financial instruments, including FX, MM, NDFs, interest rate swaps, options, repos, and other products traded by the treasury desk. Works closely with internal departments to ensure proper approvals are obtained for establishing new relationships with administrators and fund families, including the preparation of required documentation.
USA Sr. Associate, Investment Supervision Banco Santander (Brasil) SAUSA Sr. Associate, Investment SupervisionMiami, FLRaises inquiries for suspicious trades and communication red flags, conduct research independently and deeply, and communicate in accordance with the established procedure, and ensure timely closure of identified surveillance issues. Knowledge of Equity, FX, Credit, Structured Products, Alternatives trading and investment, and/or experience working in the front desk, risk, regulatory, legal or audit fields.
Compliance Officer - Investment Advisory StoneX GroupCompliance Officer - Investment AdvisoryMiami, FloridaThey will possess strong communications skills, superior writing skills, a very strong working knowledge of MS Excel with respect to data management and reporting, and the ability to manage multiple tasks in a dynamic environment. They will possess strong communications skills, superior writing skills, a very strong working knowledge of MS Excel with respect to data management and reporting, and the ability to manage multiple tasks in a dynamic environment.
VP, Investments Compliance Operations (open to remote) Reinsurance Group of America IncVP, Investments Compliance Operations (open to remote)FLRemote$180,220–$268,400 / yearServe as the primary operational partner to Legal and Compliance, influencing the design of practical and effective control environments, supporting audits and regulatory examinations, maintaining clear separation of policy ownership and control execution, and leading a scalable, technology-enabled Compliance Operations function and team. The role is responsible for building and leading a dedicated Investment Compliance Operations function, including the design and institutionalization of a scalable operating model, team structure, and governance framework aligned with the continued growth and increasing complexity of RGA's global investment platform.
Investment Banking Manager Accenture PlcInvestment Banking ManagerMiami, FLSynthesize client business and technology needs by evaluating a broad range of solutions, architectures, and operating models, selecting the most appropriate approaches to meet specific client requirements. You'll get to work with an amazing mix of world-class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access.
Associate Director of Knowledge Management, Investment Funds McDermott Will & Emery LLPAssociate Director of Knowledge Management, Investment FundsMiami, FL$193,000–$301,000 / yearEvaluate current KM infrastructure for IFG and work to improve the ability to capture and disseminate information and research, identify and prioritize new projects to enhance the efficiency of IFG Attorneys in partnership with the Chief Knowledge Officer, Senior Director of Knowledge Management and advisory partners designated by IFG Attorneys. Lead the redevelopment and ongoing curation of the IFG market terms database, which includes supervising both automated and manual extraction of fund formation data, validating, analyzing and visualizing that data and enabling regular thought-leadership reflecting current fund terms, trends and outcomes.
Consultant, SS&C Genesis / Advent Investment Suite SS&C Technologies Holdings IncConsultant, SS&C Genesis / Advent Investment SuiteFLGet To Know The Team: SS&C, a leading provider of award-winning software and services for the global investment management industry, is seeking a talented Consultant to support SS&C Advent's Geneva enterprise portfolio accounting application. Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
Credit Advisor - Global Wealth & Investment Management Bank of America CorpCredit Advisor - Global Wealth & Investment ManagementMiami, FLResponsibilities:• Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements• Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility• Creates a client-centric culture by applying in-depth knowledge of clients, timely renewals, and issue resolution, and providing competitive deal structuring while serving as the key point of contact for credit clients• Educates key partners and Advisors on platform capabilities and risk appetite to increase engagement and penetration• Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience• Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limitsRequired Qualifications:• 10 plus years of commercial credit or wealth management credit experience• Strong oral and written communication skills• Effectively present to Private Bank leadership and advisors around Custom Credit• Strong credit skills (commercial / UHNW)• Organized and can handle/prioritize several transactions at the same time• Ability to work well with underwriting, risk, and other business partners• Find new deals, structure, prepare deal sheets, negotiate, and close complex loan structures• Conduct preliminary analysis to determine viability of loan opportunities (run ratios, DSC analysis, risk rating estimates, etc.• Manage ongoing loan portfolio (reporting, covenants, etc.)Desired Qualifications:• Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds / private equity funds, yachts, life insurance products, as well as unsecured loans• BS degree / MBASkills:• Business Development• Loan Structuring• Negotiation• Prospecting• Relationship Building• Active Listening• Business Acumen• Client Management• Customer and Client Focus• Profitability Analysis• Influence• Pipeline Management• Portfolio Management• Problem Solving• Sales StrategyShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Job Description:The Credit Advisor (CA) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite.
Director of Accounting - Loans, Investments, and Derivatives Seacoast National BankDirector of Accounting - Loans, Investments, and DerivativesMiami, 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.
Real Estate Investment Sales Associate Premium Merchant FundingReal Estate Investment Sales AssociateMiami, FLThis role puts you right in the middle of our real estate deal flow — talking to property owners, investors, and buyers every day and connecting them with funding that actually gets things done. We're based out of NYC's Wall Street district and we specialize in getting capital to small and medium-sized businesses that banks routinely ignore.
Investment Funds Associate DLA Piper LLP (US)Investment Funds AssociateMiami, FL$260,000–$390,000 / yearWhile the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to: Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties; Produce deliverables, answer phone calls, and reply to correspondence in an efficient and responsive manner; Provide timely, accurate, and quality work product; Successfully meet deadlines, expectations, and perform work duties as required; Foster positive work relationships; Comply with all firm policies and practices; Engage in both physical and sedentary activity, such as (a) working at a computer for extended periods of time, including on-screen reading and typing; (b) participating in digital/virtual conference calls; (c) participating in meetings as needed; Ability to work under pressure and manage competing demands in a fast-paced environment; Perform all other duties, tasks or projects as assigned. The candidate will represent various public and private real estate companies, REITs, and institutional and financial investors in connection with a broad array of transactions involving acquisitions, dispositions, restructurings, complex financings, and development of commercial real estate.
Compliance Officer - Investment Advisory Stonex GroupCompliance Officer - Investment AdvisoryMiami, FLThey will possess strong communications skills, superior writing skills, a very strong working knowledge of MS Excel with respect to data management and reporting, and the ability to manage multiple tasks in a dynamic environment. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.
Investment Consultant - Relationship Manager/CPA Morgan StanleyInvestment Consultant - Relationship Manager/CPACoral Gables, FLOur 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Pembroke Pines, FL JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Pembroke Pines, FLPembroke Pines, FLAid 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 Americas households and small businesses achieve their financial goals through a broad range of financial products.
U.S. Private Bank - Investment Specialist - Associate JPMorgan Chase & CoU.S. Private Bank - Investment Specialist - AssociateMiami, FLAs an Investment Specialist in the U.S. Private Bank, you will provide support to Investors in all facets of their daily business routine with the ultimate goal of helping Bankers win new clients in addition to deepening and strengthening existing client relationships. 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Miami, FL JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Miami, FLMiami, FLAid 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.
USA Sr. Associate, Investment Supervision Santander USUSA Sr. Associate, Investment SupervisionMiami, FLRaises inquiries for suspicious trades and communication red flags, conduct research independently and deeply, and communicate in accordance with the established procedure, and ensure timely closure of identified surveillance issues. + Knowledge of Equity, FX, Credit, Structured Products, Alternatives trading and investment, and/or experience working in the front desk, risk, regulatory, legal or audit fields.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerMiami, 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.
U.S. Private Bank - Investment Professional - Associate JPMorgan Chase & CoU.S. Private Bank - Investment Professional - AssociateMiami, 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.
IPB - Investment Professional - LATAM Mexico JPMorgan Chase & CoIPB - Investment Professional - LATAM MexicoMiami, FLExecute brokerage trades, including: 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.