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.
Investment Sales Lead Citigroup IncInvestment Sales LeadMiami, FL$161,100–$170,000 / yearFive (5) years of experience must include: Performing Financial Analysis and forecasting to predict and understand revenue, expenses and product trends with the aim of improving business profitability using MS Excel, Bloomberg Terminal, FactSet, and Capital IQ; Performing complex data analyses using large datasets to generate business insights through Business Intelligent tools such as MS Excel, PowerBI, Tableau and Qlik and presenting findings to leadership through MS PowerPoint presentations and PowerBI or Tableau visualizations; Elaborating and negotiating Business Contracts with third-party stakeholders including amount, clauses, and collateral using MS Word; Supporting projects such as development, implementation, launch and training involving timeline creation, tracking, and reporting using tools such as MS SharePoint, MS Access and MS OneNote; and Analyzing credit for companies and individuals, such as financial assessment, collateral analysis, revenue projection, payment plan and risk study. Coordinate with regional Portfolio Managers, the LATAM Investments head as well as the regional General Market Manager (GMM) and Investment Counselor (IC) Team Leader on the CIM Managed strategy for the region.
Financial Advisor, Truist Investment Services, Miami, FL Truist Financial CorporationFinancial 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.
Investment Funds Associate Attorney Aligned Talent AcquisitionInvestment Funds Associate AttorneyMiami, FloridaExperience representing private equity funds, hedge funds, venture capital funds, real estate funds, or other alternative investment vehicles preferred. This opportunity is ideal for an attorney interested in representing private fund sponsors, asset managers, family offices, and institutional investors in sophisticated fund formation and investment management matters.
Investment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerMiami, FLKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
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.
Financial Advisor, Truist Investment Services, Miami, FL Truist BankFinancial Advisor, Truist Investment Services, Miami, FLMiami, Florida2. Banking experience helpful General 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. 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.
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.
Citi Private Bank - HNW Investment Counselor Lead Citigroup IncCiti Private Bank - HNW Investment Counselor LeadMiami, FL$174,320–$261,480 / 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. An individual in this role will be expected to: Function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team).
Investment Sales Agent Marcus and MillichapInvestment Sales AgentMiami, FLCompensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. In accordance with applicable state and local pay transparency laws, the anticipated annualized commission range for individuals in this role is: $0.00 to $1,000,000+.
Investment Consultant Fort Lauderdale, FL The Charles Schwab CorpInvestment Consultant Fort Lauderdale, FLFort Lauderdale, FLYou'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
Investment Operations Research Associate Initio CapitalInvestment Operations Research AssociateMiami, FLThis is a strong fit for candidates interested in consulting, finance, investment research, product strategy, software, AI/data, business operations, corporate development, private markets, or entrepreneurship. Initio Capital is hiring for this role and related opportunities across consulting, finance, product, software, AI, operations, market research, and growth-focused workstreams.
NewInvestment Sales Agent Marcus & Millichap Real Estate Investment ServicesInvestment Sales AgentMiami, FloridaCompensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. In accordance with applicable state and local pay transparency laws, the anticipated annualized commission range for individuals in this role is: $0.00 to $1,000,000+. .
Director of Investment Accounting A-CAP Services LLCDirector of Investment AccountingMiami, FLFull timeBacked by a leadership team and operational experts with deep expertise across insurance, reinsurance, and asset management sectors, A-CAP is committed to delivering meaningful results and adding value to our clients and capital partners. Through our synergistic platform of insurance carriers, reinsurers, and asset management businesses, A-CAP delivers tailored capital solutions to individuals, insurance companies, and small- to medium-sized businesses.
Investment Consultant - Relationship Manager/CPA Morgan StanleyInvestment Consultant - Relationship Manager/CPACoral Gables, FLProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. Our 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.
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.
International Investment Management Specialist Bank of America CorpInternational Investment Management SpecialistMiami, FLRole Responsibilities:Analyze and understand Merrill and third party researchMonitor and respond to market and non-financial current eventsEffectively navigate proprietary planning and investment management toolsDeliver investment management tools, including but not limited to investment proposal, CRC, etc. Investment Management Specialists are responsible for supporting the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through executing on portfolio analysis and sharing expertise in a wide range of investment product areas.
New2027 Wealth Analyst Program (Intern Conversion) Truist Financial Corp2027 Wealth Analyst Program (Intern Conversion)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. The 12-to-18 month program includes multiple shadowing experiences with our client-facing relationship management teams within Wealth: Financial Advisor/Financial Consultant - You will spend time with financial advisors understanding how they interact with clients and build their book of business.
Long/Short Equity Analyst Miami, FL | ~$200mm AUM Value-Oriented Hedge Fund Selby Jennings LtdLong/Short Equity Analyst Miami, FL | ~$200mm AUM Value-Oriented Hedge FundMiami, FLA value-oriented long/short equity hedge fund with approximately $200 million in assets under management is seeking an Investment Analyst to work directly alongside the Founder and Portfolio Manager. Unlike many larger platform environments, analysts are encouraged to pursue the best ideas regardless of sector, develop high-conviction views, and contribute directly to portfolio construction.
Lead Financial Analyst | Business Finance World Kinect CorpLead Financial Analyst | Business FinanceMiami, FLThis highly visible role sits at the intersection of finance, operations, and strategy, partnering closely with business leaders to deliver actionable insights, improve financial performance, and support key growth initiatives. As a trusted advisor to the business, you'll combine strong FP&A expertise with advanced business analytics to support decision-making, optimize operational performance, and help shape the future direction of a rapidly expanding segment of World Fuel.