65 Investment jobs in Tampa

Investment Sales Analyst
Job ID

Posted
23-Jul-2025
Service line
Advisory Segment
Role type
Full-time
Areas of Interest
Capital Markets
Location(s)
Tampa - Florida - United States of America
**About The Role:**
As a CBRE Investment Sales Analyst, you will develop business and negotiate the selling, leasing, and marketing of small to medium sized commercial real estate properties for clients.
This job is part of the Brokerage job function. They are responsible for the buying, selling, and leasing of residential, office, and commercial properties on behalf of clients for occupation.
**What You'll Do:**
+ Secure new and expanded business opportunities through prospecting, networking, relationship building, and selling additional services to current client base.
+ Provide tenants and landlords with pertinent information on leasing availability, current market conditions, and property values.
+ Accompany prospective clients to property sites to discuss property features, leasing rates, and terms.
+ Compile property data tenant surveys, summary reports, maps, status updates, and presentations for listing or tenant representative assignments.
+ Assist with request for proposals. Evaluate data and prepare real estate reports on average rent, tenants in the market, historical data, and market comparisons.
+ Gather materials vital for transactions such as listing agreements, commission agreements, leases, and sales agreements.
+ Assist attorneys in preparing real estate contracts such as deeds, leases, and mortgages.
+ Maintain current knowledge of market conditions, property values, and legislation that may affect the real estate industry.
**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 up to 3 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered.
+ Experience with analyzing information and standard practices to make judgments.
+ In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.
**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.
**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.
**Equal 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)

_This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our Saint Petersburg, FL corporate offices._
Drive advisor business development with a focus on technology and education through consulting and development of programs and resources. Implements services, resources, and processes that advance recruitment and productivity of financial advisors with respect to business practices, such as resources and portfolio and practice consultation. Under limited supervision and with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience to identify, analyze, and consult on complex advisor technology by developing and delivering strategies, programs and resources that support portfolio construction education, sales, and processes.
**Responsibilities:**
+ Analyze advisor portfolios and practices to recommend solutions on how to improve portfolio characteristics and/or business practices.
+ Develops, maintains and enhances relationships through virtual programs and discussions covering business strategy, new products, service requirements, and market developments.
+ Consult with advisors on ways to enhance efficiency and effectiveness of investment management practices.
+ Supports data collection, analysis and reporting.
+ Delivers resources that increase advisor efficiencies, awareness, and understanding of advisory technologies
+ Perform other duties and responsibilities as assigned.
**Skills:**
+ Industry best practices around investment management and advisor education.
+ Advanced concepts, practices and procedures of portfolio construction.
+ Functional, operational and technical requirements of all systems used by assigned functional area(s).
+ Advanced investment concepts, practices and procedures used in the securities industries.
+ Advanced knowledge of Advisory Technologies.
+ Advanced technical skills.
+ Exceptional Interpersonal and communication skills.
+ Concepts of risk management, issue tracking, change management and requirements gathering.
+ Assessing complex problems, gathering and analyzing data and information, developing and evaluating options, and implementing solutions.
+ Communicating effectively, both verbally and in writing, to address the advisors.
+ Building effective relationships.
+ Following processes and procedures for effective and timely workflow.
+ Attend to detail while maintaining a big picture orientation.
+ Research, analyze and develop solutions for multi-faceted problems, including demonstrating the willingness to take risks and consider new and untested approaches.
+ Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
+ Balance conflicting priority demands, maintain effectiveness with different personalities in a variety of environments and maintain stable performance under pressure and/or opposition.
+ Resolve complex analytical challenges, independently analyze information, and make recommendations based on analysis.
+ Use collaborative skills to accomplish work as a team.
+ Solve problems with large, complex cross-functional systems and processes.
+ Provide a high level of customer service.
**Licenses/Certifications:**
+ FINRA Series 7 License and 65 or 66 are preferred.

**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

Our client, a leading institution in the banking and finance sector, is seeking a highly analytical and results-oriented Senior Investment Analyst for their fully remote team. This role is integral to supporting investment strategies by conducting in-depth financial analysis, market research, and valuation of potential investments. You will play a key part in evaluating investment opportunities, developing financial models, and providing recommendations to senior management. This is a remote-first position offering significant autonomy and impact.

Responsibilities:

• Conduct comprehensive financial analysis and due diligence on potential investment opportunities across various asset classes.
• Develop, maintain, and refine complex financial models for valuation, forecasting, and scenario analysis.
• Perform market research and competitive analysis to identify key trends, risks, and opportunities.
• Prepare detailed investment reports, presentations, and recommendations for the investment committee and senior management.
• Monitor and analyze the performance of existing investments, providing regular updates and identifying areas for improvement.
• Evaluate economic and industry conditions that may impact investment performance.
• Collaborate with internal teams and external advisors on deal execution and ongoing portfolio management.
• Stay current with financial markets, economic indicators, and regulatory changes.
• Assist in the structuring and negotiation of investment terms.
• Ensure compliance with all relevant financial regulations and internal policies.
• Contribute to strategic discussions regarding portfolio allocation and risk management.
• Build and maintain strong relationships with industry contacts, brokers, and research providers.

Qualifications:

• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field; MBA or CFA designation is a strong plus.
• Minimum of 5 years of experience in investment analysis, financial modeling, or a related role within the financial services industry.
• Proven experience in financial modeling, valuation techniques (DCF, comparables), and due diligence.
• Strong understanding of capital markets, corporate finance, and investment principles.
• Excellent analytical, quantitative, and problem-solving skills.
• Proficiency in Excel, financial databases (e.g., Bloomberg, Refinitiv), and presentation software.
• Exceptional written and verbal communication skills, with the ability to articulate complex financial information clearly.
• Ability to work independently, manage multiple projects simultaneously, and meet deadlines in a remote environment.
• Detail-oriented with a high degree of accuracy.
• Proactive and self-motivated with a strong work ethic.
• Experience with various investment types (e.g., equities, fixed income, alternatives) is beneficial.

This is an excellent opportunity for a seasoned investment professional to contribute to impactful investment decisions in a flexible, remote work setting.

Our client, a prestigious investment bank, is actively recruiting a talented and driven Investment Banking Analyst to be based in their Jacksonville, Florida, US office. This role offers a unique chance to contribute to high-stakes financial transactions, including mergers and acquisitions, capital raising, and strategic advisory services. You will play a crucial role in financial modeling, valuation analysis, market research, and the preparation of client presentations. The ideal candidate possesses a strong academic background in finance, economics, or a related field, combined with exceptional analytical abilities and a meticulous attention to detail.

Responsibilities will encompass developing complex financial models (DCF, LBO, comparable company analysis, precedent transactions), conducting industry and market research to identify investment opportunities and trends, and preparing pitch books and client marketing materials. You will also be involved in due diligence processes, transaction execution support, and maintaining relationships with clients and other financial institutions. The ability to thrive in a fast-paced, demanding environment, manage multiple assignments concurrently, and collaborate effectively within a team is essential. Strong communication and presentation skills are a must, as you will interact with senior bankers and clients.

This position requires a minimum of 1-2 years of relevant experience in investment banking, corporate finance, or a related analytical field, preferably gained through internships. A Bachelor's degree with a strong GPA is mandatory. While this role is primarily office-based to foster close collaboration and intensive deal team work, the experience gained is unparalleled for career growth in finance. We are looking for individuals who are highly motivated, possess a strong work ethic, and demonstrate a genuine passion for financial markets and strategic corporate finance.

Our client, a distinguished investment banking firm with a significant presence in Jacksonville, Florida, US , is seeking a highly accomplished Senior Investment Banker to join their Mergers & Acquisitions (M&A) team. This role is integral to advising corporate clients on strategic transactions, including acquisitions, divestitures, and capital raising. You will be responsible for financial modeling, valuation analysis, deal execution, client relationship management, and leading deal teams. The ideal candidate possesses a deep understanding of corporate finance, capital markets, and M&A processes, coupled with exceptional analytical, negotiation, and communication skills. A proven track record of successfully originating and executing M&A transactions is essential. This is a demanding, fast-paced role requiring long hours and a strong work ethic, but it offers significant opportunities for professional growth and financial reward. You will play a critical role in guiding clients through complex financial landscapes and delivering strategic outcomes. If you are a seasoned finance professional with a passion for deal-making and a drive for excellence, we encourage you to apply.

Responsibilities:

• Lead and manage M&A transactions from origination to closing.
• Develop sophisticated financial models and valuation analyses for companies and assets.
• Prepare compelling pitch materials, CIMs (Confidential Information Memoranda), and presentations.
• Identify and evaluate potential acquisition targets and strategic partners.
• Conduct due diligence, manage deal processes, and coordinate with legal and accounting advisors.
• Build and maintain strong relationships with corporate clients, private equity firms, and other stakeholders.
• Originate new M&A mandates and develop business opportunities.
• Mentor and guide junior bankers and analysts on deal teams.
• Stay current with market trends, economic conditions, and industry developments.
• Ensure compliance with all regulatory requirements and firm policies.

Qualifications:

• MBA or advanced degree in Finance, Economics, or a related field.
• Minimum of 7 years of experience in investment banking, corporate development, or private equity, with a focus on M&A.
• Proven track record of successfully originating and executing M&A transactions.
• Expertise in financial modeling, valuation techniques, and due diligence.
• Strong understanding of corporate finance and capital markets.
• Excellent analytical, strategic thinking, and problem-solving skills.
• Exceptional written and verbal communication and presentation abilities.
• Proficiency in financial databases and research tools (e.g., Bloomberg, FactSet).
• Ability to manage multiple projects simultaneously and work under pressure.
• FINRA licenses (Series 7, 63, 79) are preferred or required upon hire.

Our client, a prestigious financial institution, is seeking a highly motivated and analytical Investment Banking Associate to join their dynamic team in Tampa, Florida, US . This role offers a challenging and rewarding career opportunity in a fast-paced environment, focusing on mergers and acquisitions, capital raising, and financial advisory services for a diverse client base. The ideal candidate will possess a strong foundation in finance, exceptional quantitative skills, and a proven ability to manage complex transactions from origination to closing. You will work closely with senior bankers, clients, and other advisors, playing a key role in financial modeling, valuation analysis, and the preparation of client presentations. This position demands meticulous attention to detail, superior work ethic, and a passion for the financial markets. Responsibilities include: developing complex financial models, including LBO, DCF, and M&A models, for valuation and transaction analysis; conducting industry and company research to identify investment opportunities and strategic recommendations; preparing client marketing materials, including pitch books, presentations, and confidential information memorandums; assisting in the execution of M&A transactions, debt financings, and equity offerings; managing deal processes, coordinating with clients, legal counsel, and other parties; building and maintaining strong client relationships; performing due diligence on potential transactions; analyzing financial statements and market data; supervising and mentoring junior analysts; and staying current with market trends and economic conditions relevant to investment banking. Qualifications include: Bachelor's degree in Finance, Economics, Business, or a related quantitative field; an MBA or Master's degree in a related field is a significant plus; a minimum of 3-5 years of relevant experience in investment banking, corporate finance, private equity, or a related field; strong quantitative and analytical skills with a deep understanding of corporate finance and valuation methodologies; proficiency in financial modeling and Excel; excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly; strong presentation skills and experience preparing client-facing materials; ability to manage multiple projects simultaneously and work under pressure; a high level of integrity, professionalism, and a strong work ethic; and demonstrated interest in financial markets and transaction advisory. Join a leading firm known for its commitment to excellence and client service.

Our client is a distinguished financial institution seeking a highly accomplished Senior Investment Banker to join their elite remote team. This role is integral to advising corporations and private equity firms on complex financial transactions, including mergers, acquisitions, divestitures, and capital raising. The ideal candidate will possess a deep understanding of financial markets, a sophisticated analytical skillset, and a proven ability to manage client relationships and execute large-scale deals.

Key Responsibilities:

• Leading client engagements and providing strategic financial advisory services.
• Managing all aspects of deal execution, from origination to closing.
• Developing complex financial models, including DCF, LBO, and M&A analysis.
• Preparing comprehensive pitch books, presentations, and confidential information memorandums (CIMs).
• Conducting thorough due diligence and valuation analyses.
• Identifying and developing new business opportunities through proactive client outreach and networking.
• Building and maintaining strong relationships with senior corporate executives, private equity sponsors, and other stakeholders.
• Mentoring and developing junior bankers within the team.
• Staying abreast of market trends, economic conditions, and regulatory changes impacting financial markets.
• Coordinating with legal counsel, accountants, and other advisors throughout transaction processes.
• Negotiating terms and conditions of transactions to achieve optimal outcomes for clients.
• Managing deal teams and ensuring efficient workflow and timely delivery of project milestones.
• Presenting findings and recommendations to client boards and management teams.

Qualifications:

• Bachelor's degree in Finance, Economics, or a related quantitative field; MBA or CFA strongly preferred.
• Minimum of 8 years of relevant experience in investment banking, private equity, or corporate development.
• Demonstrated track record of successfully originating and executing M&A, capital markets, or restructuring transactions.
• Exceptional financial modeling, valuation, and analytical skills.
• Proficiency in market research and data analysis tools.
• Strong understanding of corporate finance, accounting, and legal aspects of transactions.
• Excellent verbal and written communication, presentation, and negotiation skills.
• Ability to work independently and manage multiple complex projects in a fast-paced, remote environment.
• Proven ability to lead teams and build strong client relationships.
• High level of integrity, professionalism, and attention to detail.
• Ability to travel as needed for client meetings, although the role is primarily remote.

This is a unique opportunity to contribute significantly to a leading financial advisory firm, offering a highly competitive compensation package, performance-based incentives, and extensive opportunities for professional growth and impact, all within a flexible remote work structure.

**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
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**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
The Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth ($5+MM in AUM) clients and deepen and strengthen existing client relationships in the Reserve segment of Truist Wealth. The Reserve IM 2will deliver advice proactively based upon financial planning and a holistic view of the client's circumstances. The Reserve IM 2 will typically manage a client base of approximately 50-75 relationships with assets under management averaging $00 million and revenue responsibility averaging 4 million. They should be sought out by peers and co-workers for advice and assistance relating to investment expertise and client solutions.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
List the major responsibilities generally associated with the role (5-7 major responsibilities with no more than 10) that an incumbent in this job is expected to accomplish. Please use numbers to separate each distinct responsibility.
1. Critical partner in new business development and acts as a primary source for investment communication. Assists the Wealth Advisor in acquiring Reserve-level, prospective clients.
2. Assist Wealth Advisors with information discovery and client goal identification for prospective HNW clients. Analyze prospective client investment portfolios; develop investment strategy - inclusive of asset allocation, investment implementation, and portfolio construction. Effectively articulate our investment process and recommendations.
3. As a key member of the Truist Wealth client facing team, share responsibility for developing and deepening client relationships through the delivery of proactive communication and advice for HNW clients.
4. Actively assist in the client onboarding experience and develop the Investment Policy Statement in accordance with the client's unique situation. Execute on strategic and tactical asset allocation.
5. Manage the daily trading activities in discretionary, non-discretionary, and trust-based portfolios
6. Implement investment recommendations and transition new clients into a collaborative and on-going portfolio management and client communication cycle.
7. Based on investment reviews with HNW clients, recommend, establish, monitor and adjust investment strategies and solutions designed to achieve specific account related investment goals and objectives for discretionary and non-discretionary investment, portfolios.
8. Adhere to (and document) risk management and compliance with all relevant regulatory policies and procedures.
QUALIFICATIONS
Required Qualifications:
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 the essential functions.
1. Bachelor's Degree
2. 7 years investment experience, which should include experience as an investment advisor, portfolio manager, or other investment-related activities with a focus on high net worth clients.
3. Demonstrates advanced investment skills and knowledge and displays exceptional interpersonal capabilities.
4. An advanced investment professional, who:
* Has a track record of working with clients with at least 5MM in investible net worth.
* Is able to understand complex investment and economic strategy to inform portfolio management decisions
* Is able to communicate investment and economic concepts in a client-centric manner that is straight-forward, thoughtful, and relatable.
* Is an active team player in identifying the need for and the investment implications of sophisticated financial solutions, such as GRATs, CRUTs, IDGT, and complex insurance strategies.
* Is able to navigate the complexity of the organizational structure to coordinate resources, problem solve, and deliver to clients the highest level of client service.
* Is intensely focused on building brand internally.
a. Builds rapport, relationships, and credibility internally and externally.
b. Engages occasionally in external networking opportunities.
* Is recognized as possessing an appropriate professional presence that facilitates a perception of competence, trustworthiness, credibility, and sensitivity to others.
* Successfully engages prospects in the client acquisition cycle.
5.
6. Series 65 licenses. Candidates will have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire all of the registrations and licenses required for this position.
7.
8.
Preferred Qualifications:
9. MBA/CFA and/or equivalent professional designation
10. Combination of buy and sell-side experience
**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. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( Transparency Nondiscrimination Provision ( (