Associate Director, Investment Team Deerpath Capital ManagementAssociate Director, Investment TeamFort Lauderdale, FLFull timeLead evaluation of new investment opportunities, including preparation and presentation of investment committee materials, modeling and credit analysis, industry research and meeting with private equity firms and management teams. Deerpath has investment offices in New York, Boston, Chicago, Los Angeles and Fort Lauderdale, as well as overseas investor relations offices in London, Seoul, Tokyo and Brisbane.
Investment Associate Northern TrustInvestment AssociateCoral Gables, FLFull timeEnsures that accounts have proper documentation and/or coding for existing or new clients (i.e., non-guidance holdings, concentration holdings, IPS forms, address changes, statement addresses, investment guidelines, fees, etc.) and ensures files are properly organized and maintained. About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.
Investment Banking Consultant Accenture PlcInvestment Banking ConsultantMiami, FLKey responsibilities of the Investment Banking Management Consulting Consultant may include: Assist and collaborate with senior leaders to execute large-scale, complex transformation programs at investment banks, spanning business, operating model, process, people, and technology change. Develop deliverables such as presentations, reports and other documentation to enable delivery of end-to-end client transformation initiatives across the trading lifecycle (Front, Middle, Back Office, and Technology & Operations), including regulatory-driven change, platform modernization, and target operating model design.
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.
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.
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.
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.
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 Advisor Sr The PNC Financial Services Group IncInvestment Advisor SrBoca Raton, FLPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Investment Sales Agent Marcus and MillichapInvestment Sales AgentFort Lauderdale, 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 Real Estate - Dispositions Associate Vertigo Real Estate VenturesInvestment Real Estate - Dispositions AssociateDelray 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.
U.S. Private Bank - Investment Professional JPMorgan Chase Bank, N.A.U.S. Private Bank - Investment ProfessionalMiami, FLFull timeConsult 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.
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.
Registered Investment Advisor FINANCIAL TRUST ASSET MANAGEMENTRegistered Investment AdvisorBoca Raton, FLFull timeFinancial Trust Asset Management (FTAM), a SEC-registered investment advisor founded in 1989, is expanding — and we’re looking for experienced advisors with 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 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.
Real Estate Investment Sales Associate Premium Merchant FundingReal Estate Investment Sales AssociateMiami, FL$80,000–$200,000 / yearThis 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.
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 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+. .
Associate Director, Investments Marcus & Millichap Real Estate Investment ServicesAssociate Director, InvestmentsMiami, 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+. .
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.