279 Investment jobs in Florida

Investment Banking Analyst - Financial Analysis

33130 Miami, Florida $100000 Annually WhatJobs

Posted 5 days ago

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Job Description

full-time
Our client, a prestigious investment bank, is seeking a highly motivated and analytically sharp Investment Banking Analyst to join their thriving team. This role provides an exceptional opportunity to gain hands-on experience in a fast-paced financial environment, supporting senior bankers in executing complex transactions, including mergers and acquisitions, capital raises, and financial advisory services. You will be involved in rigorous financial modeling, valuation analysis, market research, and the preparation of client presentations.

Key Responsibilities:
  • Develop complex financial models, including discounted cash flow (DCF), precedent transactions, and comparable company analysis, to support valuation and transaction analysis.
  • Conduct thorough industry and company research to identify potential investment opportunities and market trends.
  • Assist in the preparation of pitch books, memorandums, and other client-facing materials for M&A, IPO, and other corporate finance transactions.
  • Support senior bankers throughout the transaction process, from origination to closing.
  • Perform due diligence on target companies and gather relevant financial and operational data.
  • Analyze financial statements and key performance indicators to assess company performance and financial health.
  • Work collaboratively with team members on multiple projects simultaneously, ensuring timely delivery of high-quality work products.
  • Develop strong working relationships with clients and other stakeholders.
  • Stay informed about capital markets, economic conditions, and industry developments.
  • Contribute to a positive and high-performing team culture.

The ideal candidate possesses a strong academic background, preferably with a Bachelor's degree in Finance, Economics, or a related quantitative field. Prior internship experience in investment banking, private equity, or a related financial services field is highly desirable. Exceptional financial modeling, valuation, and analytical skills are essential. Proficiency in Microsoft Excel and PowerPoint is a must. Excellent written and verbal communication skills, attention to detail, and the ability to thrive under pressure are critical. This is an on-site position based in **Miami, Florida, US**. We are looking for driven individuals who are passionate about finance and eager to build a successful career in investment banking.
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Investment Administrator

33603 Tampa, Florida MetLife

Posted 3 days ago

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Job Description

Location: Virtual within commutable distance to Tampa FL, Atlanta GA, and Charlotte NC
Role Value Proposition
Responsible for day-to-day transaction processing for MetLife Stable Value IPG and Capital Markets Investment Products. This position is responsible for establishing and maintaining positive and professional relationships with clients and business partners by administering a portfolio of contracts to ensure timeliness of transaction processing, transaction reporting, statement issuance, and escalation resolution
Key Responsibilities
* Under general supervision, perform day to day transaction processing (deposits, withdrawals, and transfers) in one business day, including:
* Read, interpret, and determine the requested transaction of a newly arrived client trade sheet
* Perform peer review for accuracy of previous day transactions on the pensions accounting system and report errors and solutions to the original processor
* Update financial, administrative and imaging systems with transaction information and related documentation
* Review Schedule A and C client reports for accuracy prior to automated annual mailing based on clients' contract plan year
* Investigate discrepancies between schedule A and records in the financial management system, and perform recounts or manual processing as needed
* Resolve internal and external client escalations within one business day and determine best course of action based on received reports of a client escalation
* Fully implement new contracts by the time funds are deposited, including setup of client web access to online statements and automated delivery of schedule A and C, provision of all necessary process instructions to the client, and initial deposit processing
* Ensure online client access to monthly fund balance statements; obtain and verify client access information and grant client access to online statements
* Foster good client relations with internal and external business partners
Essential Business Experience and Technical Skills
Required:
* 2-5+ years of relevant experience
* Verbal and written communication skills
* Accuracy/Attention to detail
* Problem-solving and analytical skills with the ability to manage multiple priorities and multiple tasks simultaneously
* Skilled at working independently and as a team
* Able to build and maintain positive working relationships with associates, brokers, and customers
* Proficient use of Microsoft Office tools (Excel, Word, Outlook, etc.) and the ability to proficiently learn and use core systems
* Able to review lengthy trade documents, ensure their accuracy and validity, and extract pertinent information
Preferred:
* Financial or insurance industry experience
* 4-year college degree
* Knowledge of A&I Operations: Can identify the major A&I product categories and the major activities of the operations and administrative support process and understands basic principles, processes, and terminology of the A&I business
At MetLife, we're leading the global transformation of an industry we've long defined. United in purpose, diverse in perspective, we're dedicated to making a difference in the lives of our customers.
Equal Employment Opportunity/Disability/Veterans
If you need an accommodation due to a disability, please email us at This information will be held in confidence and used only to determine an appropriate accommodation for the application process.
MetLife maintains a drug-free workplace.
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Investment Counselor Analyst

33126 Flagami, Florida HSBC

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Investment Counselor Analyst
Brand: HSBC
Area of Interest: Private Banking
Location:
Miami, FL, US, 33131
Work style: Hybrid Worker
Date: 20 Oct 2025
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share.
In the Investment Counselor Analyst role, you'll be partnering with Investment Counselors and Relationship Managers to offer support in providing clients with appropriate investment solutions and attracting/enhancing client relationships and profitability.
As our Investment Counselor Analyst, you will:
+ Assess client needs
+ Support development of comprehensive investment strategies, coordinating sales and execution against that strategy
+ Monitor performance and appropriateness of the client's overall investment portfolio
+ Build trust with clients and the team in these interactions by learning new concepts
+ Research information in real-time to provide creative solutions
The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee's overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a "bonus"). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.
You´ll likely have the following qualifications to succeed in this role:
+ Experience in investment advisory; portfolio management, brokerage, or institutional sales
+ Knowledge of private banking business (onshore and offshore), and competitive and regulatory environment
+ Degree in Business, Finance or related field or equivalent experience
+ Series 7 and 66 Licenses, may allow for contingency to obtain Series 7 and/or 66 within 60 days of acquiring job
+ Fluency in Portuguese
+ Fluency in Spanish
As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!
All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.
Nearest Major Market:Miami
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Investment Sales Manager

33603 Tampa, Florida CBRE

Posted 2 days ago

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Job Description

Investment Sales Manager
Job ID

Posted
21-Oct-2025
Service line
Advisory Segment
Role type
Full-time
Areas of Interest
Capital Markets, Sales Support
Location(s)
Tampa - Florida - United States of America
**About The Role:**
As a CBRE Investment Sales Manager, you will oversee a small team responsible for developing business and negotiating the selling, leasing, and marketing of commercial real estate properties for clients.
This job is part of the Brokerage job function. They are responsible for the buying, selling, and letting of residential, office, and commercial properties on behalf of clients for occupation.
**What You'll Do:**
+ Provide formal supervision to employees. Manage the training and development of staff. Conduct performance evaluations and coaching. Coordinate the recruiting and hiring of new employees.
+ Coordinate and lead the team's daily activities. Establish work schedules, assign tasks, and cross-train staff. Set and track staff and department deadlines. Mentor and coach as needed.
+ Develop and implement strategic sales plans to achieve and exceed sales targets, focusing on both new client acquisition and existing client expansion.
+ Effectively communicate the unique value proposition of products and services.
+ Stay current with market trends, economic indicators, and investment opportunities to provide informed guidance to clients.
+ Collaborate with cross-functional teams, including portfolio managers and research analysts, to ensure alignment between client needs and investment strategies.
+ Regularly review sales data, evaluate performance against targets, and generate actionable insights.
+ Lead by example and model behaviors that are consistent with CBRE RISE values. Influence parties of shared interests to reach an agreement.
+ Apply knowledge of own field and how own contribution integrates with collaborators to achieve team and departmental objectives.
+ Identify, troubleshoot, and resolve day-to-day and moderately sophisticated issues which may or may not be evident in existing systems and processes.
**What You'll Need:**
To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
+ Bachelor's Degree preferred with 3-5 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered.
+ Experience in the areas of staffing, selection, training, development, coaching, mentoring, measuring, appraising, and rewarding performance and retention preferred.
+ Ability to guide the exchange of sensitive, complicated, and difficult information, convey performance expectations, and tackle problems.
+ Leadership skills to empower team impact on quality, efficiency, and effectiveness of the job discipline and department.
+ In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.
+ Extensive organizational skills with a strong inquisitive approach.
**Why CBRE?**
When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants.
**Our Values in Hiring**
At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.
**Applicant AI Use Disclosure**
We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.
**Disclaimers**
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
**About CBRE Group, Inc.**
CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Please visit our website at Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at (U.S.) and (Canada).
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
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Investment Senior Associate

33603 Tampa, Florida WTW

Posted 3 days ago

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Job Description

**Description**
As a member of dedicated client teams, you will work closely with the lead consultant in providing a variety of high-quality services to defined contribution and defined benefit plan sponsor clients and their various sub committees. These services include: strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy and global research services.
You will liaise closely with clients, fund managers and other areas of the firm and take responsibility for the day-to-day management of client relationships (supported by other consultants and investment analysts as appropriate). You will also have involvement with technical working parties and support the provision of training to junior team members.
Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
**Clients**
+ Develop a trusted advisor relationship with client contacts through effective communication and efficient, quality execution of projects
+ Manage client expectations and raise appropriate issues to Senior Consultants and Client Relationships Managers
+ Deliver superior, consistent project management for assigned clients
+ Draft client deliverables including investment and plan performance reports, capital markets updates, manager recommendations, plan and fee benchmarking, and legislative, judicial, and regulatory briefs
+ Attend regular client investment committee meetings and support the senior consultants in the delivery of WTW's investment consulting services
+ Serve as the day-to-day project lead, ensuring the progress of the team against established objectives, budgets, timeline, deliverables and quality standards
+ Interface with colleagues from other practices and regions on assignments that reflect the client's broader business issues
+ Provide a wide range of services to trustees, investment sub-committees and corporate sponsors
**Excellence**
+ Support Senior Consultants in the provision of first class advice and guidance related to their retirement plan strategy including the selection, implementation and monitoring of investment strategies, plan design, employee engagement and vendor
+ Perform technical check of work
+ Directly contribute to clients' success through applying your technical expertise
+ Participate in special projects as needed
+ Contribute to the development of new tools and approaches
**Financial**
+ Meet revenue and billable hour goals as described by manager
+ Support the generation of new business as part of the broader team
**People**
+ Build relationships internally and collaborate effectively on cross-functional teams
+ Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
+ Serve as mentor to project team associates
**Qualifications**
**The Requirements**
+ Undergraduate degree along with progress towards relevant professional qualifications such as CFA, AIF, CRPS, CIMA, etc.
+ Five or more years of progressive investment experience, ideally gained in a client-service oriented environment (consulting, investment management or portfolio management).
+ Relevant experience with corporate retirement plans including 401(k), 403(b), and Deferred Compensation and Non-Qualified Plans
+ Insight into practical issues of investment management organizations (investment process, organizational structure and people, marketing, business management and strategy)
+ Commanding knowledge and commercial awareness of financial markets and institutional investing
+ Proven experience successfully managing multiple projects and producing quality deliverables on time and within budget
+ Strong oral and written communication skills and ability to liaise with internal and external constituencies
+ Experience in a client-service environment; demonstrated ability to understand the needs of a client and translate into action
+ Team player comfortable in a professional services environment with the ability to effectively debate and subsequently influence internally & externally at all levelsInquiring and analytically minded with a logical and thorough work ethicTrack record of mentoring junior colleagues to deliver high quality
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
**Compensation**
The base salary compensation range being offered for this role is $110,000 to $150,000 USD per year.
The role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
**EOE, including disability/vets**
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
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Investment Analyst II

33747 Saint Petersburg, Florida Raymond James Financial, Inc.

Posted 3 days ago

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Job Description

**Job Summary**
This role reports to the Senior Investment Strategists and is chiefly responsible for assisting in the development and refinement of our asset allocation models and long-term capital market assumptions (CMAs) that are used by Financial Advisors and their clients. The Investment Analyst will conduct in-depth macroeconomic and market research that are essential to guiding our long-term investment forecasts and views across all asset classes. The incumbent will collaborate with the CIO, economists, and investment strategists to develop and message our multi-asset class views, strategic and tactical positioning, and will be responsible for communicating key investment insights and allocation decisions to internal and external stakeholders. The Investment Analyst will also generate thought leadership on market dynamics, asset allocation and will be expected to participate in presentations, conferences, and other client-related events.
**Essential Duties and Responsibilities**
+ Lead the design and refinement of strategic and tactical asset allocation models across multiple asset classes
+ Lead the development, refinement, and regular update of capital market assumptions
+ Translate insights from CMAs and macroeconomic/market research into actionable tactical investment views
+ Develop commentary for advisor and client consumption that outlines our strategic and tactical views
+ Prepare and deliver both oral and written strategic and tactical views to key internal and external stakeholders
+ Develop, maintain, and enhance proprietary models for the economy (e.g., recessionary models), equities (valuation models) and fixed income (levels and spreads)
+ Contributes regularly to the CIO Suite of publications
+ Serve as back-up to CIO/Investment Strategists in responding to CA/FA inquiries
**Knowledge, Skills, and Abilities**
**Knowledge of**
+ Extensive knowledge of a wide range of asset classes that include equities (U.S., sectors, international, developed, and emerging markets), fixed income (sectors), commodities and alternatives.
+ A deep understanding of global capital markets, their dynamics, and the interplay between different asset classes
+ A foundational understanding of portfolio construction theory
+ Research tools such as FactSet and Bloomberg
+ On-line research data providers (Fed, BLS, BEA)
+ Company's working structure, policies, mission, strategies, and compliance guidelines.
+ Economic and accounting principles and practices, the financial markets, banking, and analysis and reporting of financial data
+ Excel, PowerPoint, and Word
**Skill in**
+ The ability to analyze macroeconomic factors and their impact on investments and asset allocation strategy
+ Strong quantitative analysis and financial modeling skills
+ Strong work ethic, commitment to deadlines and strong attention to details
+ Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
+ Strong communication skill set, particularly writing
+ Preparing and delivering clear, effective, and professional presentations
+ Identify the needs of customers through effective questioning and listening techniques
**Ability to**
+ Build databases, analyze data (including regression analysis), and communicate findings
+ Monitor the drivers of performance for each asset class ranging from equities to bonds to alternatives
+ Be self-motivated and successful in creating individualistic research
+ Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
+ Articulate reasons behind decisions
+ Keep all appropriate parties up to date on decisions, changes, and other relevant information
+ Identify problems, gather facts, and develop solutions
**Educational/Previous Experience Requirements**
+ Undergraduate degree in Finance or Economics; CFA or MBA candidates a plus with 6-8 years of financial industry experience
+ An equivalent combination of experience, education, and/or training as approved by Human Resources
**Licenses/Certifications**
+ SIE required provided that an exemption or grandfathering cannot be applied
+ Series 7 required
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Investment Banking Associate

32201 Jacksonville, Florida $120000 Annually WhatJobs

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Job Description

full-time
Our client, a prestigious financial institution, is seeking a highly analytical and driven Investment Banking Associate to join their team in Jacksonville, Florida . This is a demanding, in-office position that requires exceptional financial modeling skills, a deep understanding of capital markets, and a strong work ethic. The Associate will play a pivotal role in supporting senior bankers on M&A transactions, debt and equity financings, and strategic advisory assignments for a diverse range of corporate clients. Responsibilities include conducting in-depth market research, preparing pitch materials and presentations, building complex financial models (DCF, LBO, precedent transactions, etc.), performing valuation analyses, and assisting with due diligence processes. You will work closely with clients, managing junior team members and contributing significantly to deal execution. The ideal candidate will possess excellent quantitative and qualitative analytical skills, a high degree of financial acumen, and the ability to manage multiple projects simultaneously under tight deadlines. Strong communication and interpersonal skills are essential for interacting with clients and internal teams. A minimum of 2-3 years of relevant experience in investment banking, corporate finance, or a related field is required. An MBA or equivalent advanced degree is highly preferred. This role offers unparalleled exposure to complex financial transactions and significant opportunities for career advancement within a leading financial services firm. The position demands long hours and a commitment to excellence, providing a challenging yet rewarding career path for ambitious professionals in the heart of Jacksonville's financial district.
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Senior Investment Strategist

33601 Tampa, Florida $140000 Annually WhatJobs

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Job Description

full-time
Our client, a prominent investment firm in Tampa, Florida, US , is seeking a highly accomplished Senior Investment Strategist to guide asset allocation and develop forward-looking investment strategies. This role is instrumental in shaping the firm's investment philosophy and ensuring optimal portfolio performance for our diverse clientele. You will conduct in-depth market research, analyze macroeconomic trends, and identify investment opportunities across various asset classes. The ideal candidate demonstrates a sophisticated understanding of global financial markets, robust analytical capabilities, and excellent communication skills to articulate complex strategies to both internal teams and clients.

Key Responsibilities:
  • Develop and implement comprehensive investment strategies across multiple asset classes (equities, fixed income, alternatives).
  • Conduct rigorous macroeconomic and market analysis to inform investment decisions.
  • Perform fundamental and quantitative research on securities and sectors.
  • Monitor portfolio performance and recommend tactical adjustments.
  • Collaborate with portfolio managers and research analysts to refine investment approaches.
  • Prepare investment outlook reports and presentations for internal and external stakeholders.
  • Stay abreast of regulatory changes and their impact on investment strategies.
  • Engage with clients to explain investment strategies and performance.
  • Mentor junior members of the investment team.

Qualifications:
  • Master's degree in Finance, Economics, or a related field; MBA or CFA charter strongly preferred.
  • 7+ years of progressive experience in investment management, research, or strategic planning.
  • Deep understanding of global financial markets, economic drivers, and diverse asset classes.
  • Proven ability to conduct in-depth financial analysis and modeling.
  • Excellent presentation and communication skills, with the ability to convey complex ideas clearly.
  • Strong analytical, critical thinking, and problem-solving skills.
  • Experience with portfolio management software and financial data terminals (e.g., Bloomberg).
  • Demonstrated track record of developing successful investment strategies.
This on-site position offers a highly competitive salary, attractive bonus structure, and comprehensive benefits. It’s an excellent opportunity to join a leading firm and significantly influence investment outcomes.
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Investment Banking Associate

32201 Jacksonville, Florida $100000 annum + bon WhatJobs

Posted 1 day ago

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full-time
Our client, a prestigious financial services firm, is seeking a highly analytical and driven Investment Banking Associate to join their fully remote team. This role offers a unique opportunity to work on a variety of complex financial transactions, including mergers and acquisitions, capital raising, and strategic advisory services. You will be instrumental in financial modeling, valuation analysis, due diligence, and the preparation of client presentations and marketing materials. The Investment Banking Associate will collaborate closely with senior bankers and clients to execute deals and provide strategic financial advice. Responsibilities include conducting in-depth industry research, analyzing financial statements, and developing sophisticated financial models to support transaction analysis. You will also play a key role in client relationship management and business development efforts. The ideal candidate will possess a strong academic background, typically with a Bachelor's degree in Finance, Economics, or a related field, and 2-4 years of experience in investment banking, private equity, or corporate finance. Exceptional quantitative, analytical, and problem-solving skills are paramount. Proficiency in financial modeling, valuation techniques, and MS Excel is essential. Strong written and verbal communication skills, along with the ability to work effectively in a demanding, fast-paced, and collaborative remote environment, are required. This position offers significant exposure to high-profile transactions and excellent career growth potential within a leading financial institution.
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Senior Investment Analyst

32201 Jacksonville, Florida $125000 Annually WhatJobs

Posted 4 days ago

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full-time
Our client, a reputable financial institution, is seeking a highly analytical and experienced Senior Investment Analyst to join their esteemed team in Jacksonville, Florida, US . This role is crucial in supporting investment strategies and decision-making processes. You will be responsible for conducting in-depth financial research, market analysis, and economic forecasting to identify investment opportunities and mitigate risks. The ideal candidate will possess a strong understanding of financial markets, investment vehicles, and quantitative analysis techniques. You will work closely with portfolio managers, contribute to investment policy development, and present your findings and recommendations to senior management and investment committees. This hybrid role offers a balance of collaborative in-office work and remote flexibility.

Key Responsibilities:
  • Conduct comprehensive research and analysis of financial markets, industries, and individual securities.
  • Develop financial models and valuation analyses for potential investments.
  • Monitor economic trends, regulatory changes, and geopolitical events impacting investment portfolios.
  • Prepare detailed investment reports, presentations, and recommendations for portfolio managers and clients.
  • Assess portfolio performance, identify risk factors, and recommend adjustments.
  • Collaborate with internal teams to develop and refine investment strategies.
  • Stay abreast of emerging investment opportunities and asset classes.
  • Ensure compliance with all relevant financial regulations and company policies.
  • Assist in due diligence processes for new investments.
  • Communicate complex financial information clearly and concisely to diverse audiences.
  • Maintain relationships with external research providers and industry contacts.
  • Support the training and mentoring of junior analysts.

Qualifications:
  • Master's degree in Finance, Economics, Mathematics, or a related quantitative field.
  • CFA designation (or actively pursuing) is highly preferred.
  • Minimum of 5 years of progressive experience in investment analysis, portfolio management, or financial research.
  • Proven expertise in financial modeling, valuation techniques, and quantitative analysis.
  • Strong understanding of various asset classes (equities, fixed income, alternatives).
  • Excellent analytical, critical thinking, and problem-solving skills.
  • Proficiency in financial databases and analytical software (e.g., Bloomberg, FactSet, Excel).
  • Exceptional written and verbal communication skills, with the ability to present complex data effectively.
  • Ability to work independently and collaboratively in a fast-paced environment.
  • Detail-oriented with a high degree of accuracy.
  • Experience with risk management principles is a plus.

This is an excellent opportunity to advance your career in investment analysis within a dynamic and supportive financial environment. Contribute your expertise to impactful investment strategies.
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