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Showing 58 Investment jobs in Tampa
Investment Administrator
 
                        Posted 1 day ago
Job Viewed
Job Description
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 Sales Analyst
Posted 1 day ago
Job Viewed
Job Description
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.
**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 Sales Manager
 
                        Posted 1 day ago
Job Viewed
Job Description
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 Banking Associate
Posted 1 day ago
Job Viewed
Job Description
- Assisting in the execution of M&A transactions, including sell-side and buy-side mandates.
- Conducting in-depth financial analysis, including valuation (DCF, precedent transactions, comparable companies), LBO modeling, and accretion/dilution analysis.
- Preparing comprehensive client presentation materials, pitch books, and confidential information memorandums.
- Managing and coordinating the due diligence process for transactions.
- Performing industry and market research to identify potential opportunities and client needs.
- Building and maintaining relationships with clients and other deal stakeholders.
- Mentoring and guiding junior analysts.
- Staying current with market trends, regulatory changes, and economic conditions affecting the financial industry.
- Ensuring accuracy and quality of all deliverables.
- Contributing to business development efforts.
A Bachelor's degree from a top-tier university with a strong academic record is required. A minimum of 3-5 years of relevant experience in investment banking, corporate finance, private equity, or a related field is essential. Exceptional quantitative, analytical, and modeling skills are a must. Strong written and verbal communication abilities, along with excellent presentation skills, are critical. The ability to work effectively under pressure and manage multiple projects simultaneously is crucial. Our client is committed to excellence and offers a challenging and rewarding environment for high-achievers.
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                    Investment Banking Associate
Posted 6 days ago
Job Viewed
Job Description
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                    Senior Investment Strategist
Posted 7 days ago
Job Viewed
Job Description
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.
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                    Senior Investment Banker
Posted 15 days ago
Job Viewed
Job Description
Responsibilities:
- Advise clients on mergers, acquisitions, divestitures, and other strategic corporate finance transactions.
- Lead the origination and execution of capital markets transactions, including equity and debt offerings.
- Conduct comprehensive financial analysis, valuation modeling, and due diligence.
- Develop and present complex financial proposals and recommendations to clients.
- Build and maintain strong relationships with existing and prospective clients.
- Manage deal teams, ensuring efficient and effective execution of transactions.
- Stay abreast of market trends, industry developments, and regulatory changes.
- Identify and pursue new business opportunities for the firm.
- Mentor and train junior bankers on the team.
- Ensure compliance with all regulatory requirements and internal policies.
- Bachelor's degree in Finance, Economics, or a related quantitative field. MBA or relevant advanced degree strongly preferred.
- Minimum of 5-7 years of investment banking or corporate finance experience, with a significant focus on deal execution.
- Demonstrated success in originating and executing M&A and capital markets transactions.
- Expertise in financial modeling, valuation techniques, and due diligence processes.
- Strong understanding of corporate finance, accounting, and financial markets.
- Excellent analytical, quantitative, and problem-solving skills.
- Superior written and verbal communication and presentation abilities.
- Proven leadership and team management capabilities.
- Ability to work effectively under pressure and meet tight deadlines.
- Series 7 and 63 licenses required (or willingness to obtain).
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Senior Investment Analyst
Posted 18 days ago
Job Viewed
Job Description
Key Responsibilities:
- Conduct thorough research and analysis of financial markets and investment opportunities.
- Develop and implement sophisticated investment strategies across diverse asset classes.
- Perform financial modeling, valuation, and due diligence on potential investments.
- Monitor and analyze portfolio performance, identifying areas for improvement.
- Prepare detailed investment reports and present findings to stakeholders.
- Assess and manage investment risks.
- Stay current with economic trends, regulatory changes, and industry developments.
- Collaborate with portfolio managers and clients to meet financial objectives.
- Maintain strong relationships with industry contacts and research providers.
- Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field; MBA or CFA designation preferred.
- Minimum of 5 years of experience in investment analysis, portfolio management, or a related financial role.
- Proven expertise in financial modeling, valuation techniques, and statistical analysis.
- Strong understanding of various investment instruments and financial markets.
- Excellent analytical, critical thinking, and problem-solving skills.
- Exceptional written and verbal communication and presentation abilities.
- Demonstrated ability to work independently and manage multiple priorities in a remote setting.
- Proficiency in financial databases and analytical software.
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                    Senior Investment Banker
Posted 20 days ago
Job Viewed
Job Description
Responsibilities:
- Lead and manage complex financial transactions, including mergers, acquisitions, divestitures, and capital raising.
- Develop and maintain relationships with corporate clients, private equity firms, and other financial institutions.
- Originate new business opportunities by identifying client needs and proposing strategic solutions.
- Conduct thorough financial analysis, valuation, and due diligence.
- Prepare and present compelling pitch books, offering memorandums, and other client materials.
- Guide junior team members and contribute to their professional development.
- Stay abreast of market trends, economic conditions, and regulatory changes impacting the financial industry.
- Ensure compliance with all relevant regulations and internal policies.
- Negotiate terms and conditions of transactions.
- Collaborate effectively with internal teams and external advisors.
- MBA or equivalent advanced degree in Finance, Economics, or a related field.
- 7+ years of experience in investment banking, corporate finance, or private equity.
- Proven track record of successfully originating and executing a variety of M&A and capital markets transactions.
- Expertise in financial modeling, valuation techniques, and due diligence processes.
- Exceptional analytical, strategic thinking, and problem-solving skills.
- Strong leadership, communication, and interpersonal skills.
- Ability to manage multiple projects simultaneously and meet tight deadlines.
- Proficiency in financial databases and software (e.g., Bloomberg, FactSet).
- Must be a self-starter, highly motivated, and able to work autonomously in a remote setting.
- FINRA Series 7, 63, and 79 licenses are highly desirable.
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                    Senior Investment Banker
Posted 25 days ago
Job Viewed
Job Description
The Senior Investment Banker will be responsible for managing client relationships, identifying new business opportunities, and leading deal teams. This includes overseeing junior bankers, analysts, and support staff, ensuring the highest quality of service and rigorous attention to detail. A deep understanding of capital markets, corporate finance principles, and regulatory frameworks is essential. You will conduct thorough due diligence, assess market conditions, and provide strategic financial advice to clients. Strong negotiation skills, exceptional communication abilities, and a proven track record of successfully closing significant transactions are paramount. The ideal candidate will possess an MBA or equivalent advanced degree, coupled with substantial experience in investment banking or a related field. A strong network of industry contacts is a significant advantage. This position offers a challenging and rewarding career path with significant growth potential. You will have the opportunity to work on high-profile transactions and contribute significantly to the firm's strategic objectives. We are looking for a motivated professional with a keen eye for financial opportunities and a commitment to excellence. This role requires strategic thinking, leadership, and the ability to thrive in a demanding, fast-paced environment. The position is based in Tampa, Florida, US .
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