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263 investment manager jobs at 121 companies in Florida

2mo
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Investment Manager
Miami, Florida, United States
OnsiteFull Time
VUMI Group
VUMI Group: Privately owned international health insurer providing major medical plans and VIP medical services to private and corporate clients worldwide.
5+ YOEBachelor's in finance/economics/investments, 5+ years investment management experience, strong portfolio construction and risk analysis skills, CFA preferred, advanced Excel, external partner oversight, and investment governance experience.
Microsoft Excel
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Investment Banking Manager
New York City or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or Oklahoma City or Cleveland or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Beaverton or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Detroit or Nashville or San Diego
$80k-$294k/yr OnsiteFull Time
Accenture
AccentureNYSE: ACN: Global professional services delivering 360° value.
7+ YOE5+ Mgmt7+ years in Financial Services (investment banking) and 5+ years external consulting/program management; Bachelor’s degree required; experience leading large sell-side transformation programs; knowledge of trading lifecycle, regulatory change, and digital assets.
Murex, Calypso
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Investment Manager
New York City or Miami or San Francisco
$220k-$350k/yr HybridFull Time
Deutsche Bank
Deutsche BankXETRA: DBK: Global banking and financial services organization.
Bachelor's degree required; proven experience advising high-net-worth clients on multi-asset portfolio construction and asset allocation; strong client network; CFA or MBA a plus; excellent communication and investment strategy skills.
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3d
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Signature Investment Manager I
Atlanta or Ponte Vedra Beach
RemoteFull Time
Truist
TruistNYSE: TFC: US-based banking and financial services institution.
3+ YOEBachelor's degree or equivalent training, 3+ years of investment experience, portfolio management experience with trust accounts, fiduciary policy knowledge, strong investment skills, technology, organizational, and communication abilities.
Microsoft Office, CRM
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4d
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Investment Reporting Manager
San Francisco or New York City or Dallas or Houston or San Diego or Atlanta or Naples or California
$100k-$150k/yr HybridFull Time
BakerAvenue Wealth Management
BakerAvenue Wealth Management: Transforming your wealth into the life and legacy you envision.
5+ YOERequires 5+ years in portfolio operations or investment reporting, Orion or comparable portfolio system experience, investment data expertise, reconciliation skills, and a bachelor's degree preferably in finance or a related field.
Orion
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1mo
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Manager, Investment Accounting
Omaha or Tampa
OnsiteFull Time
Applied Underwriters
Applied Underwriters: Privately held global risk services firm providing insurance, reinsurance, and business services to governments, businesses, and people.
5+ YOE2+ MgmtBachelor's or equivalent, 5+ years investment accounting and financial reporting experience, CPA desired, 2+ years people management, intermediate Excel and basic Word skills.
Microsoft Word, Microsoft Excel
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1mo
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Investment Banking Manager
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Los Angeles or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$80k-$294k/yr OnsiteFull Time
Accenture
AccentureNYSE: ACN: Global professional services delivering 360° value.
7+ YOE5+ MgmtRequires 7+ years in financial services and 5+ years leading large-scale consulting or transformation programs, plus a bachelor's degree and deep investment banking expertise.
Murex, Calypso
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1w
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Senior Investment Advisor
Boston or Waltham or Florida or New Hampshire
$180k-$265k/yr OnsiteFull Time
Ballentine Partners
Ballentine Partners: Independent multi-family office providing holistic wealth management, investment advice, and family well-being services to high-net-worth families.
12+ YOEBachelor's degree in economics, finance, mathematics, or quantitative science; 12+ years in investment management, financial services, or investment research; strong portfolio management, analytical, communication, and client advisory skills.
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5d
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Investment Advisor Sr
Palm Beach Gardens or Boca Raton or Palm Beach
OnsiteFull Time
PNC Financial Services Group
PNC Financial Services GroupNYSE: PNC: Diversified financial services providing banking and investment solutions.
8+ YOEBachelor's degree preferred and typically 8+ years of industry-relevant experience. Requires investment management, portfolio management, financial modeling, client relationship management, communication, and risk management skills.
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5d
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Chief Investment Officer
Warrendale or Sarasota or Fort Myers or Naples or Stuart or Youngstown or Conshohocken or Erie
HybridFull Time
HBKS Wealth Advisors
HBKS Wealth Advisors: Independent investment adviser providing wealth management and financial planning to individuals, families, businesses, and nonprofits.
15+ YOERequires 15+ years of progressive investment experience, senior investment-function leadership, CFA charter, multi-office investment committee experience, public and alternative markets expertise, enterprise trading operations, and strong communication skills.
Orion, Eclipse
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Investment Counselor Lead - Director
Jacksonville, Florida, United States
$200k-$300k/yr OnsiteFull Time
Citi Private Bank
Citi Private BankNYSE: C: Private Bank is a private banking business serving ultra-high-net-worth individuals, families and family offices worldwide.
10+ YOE10+ years of investment experience, robust investment advice expertise, bachelor's degree, and US securities licenses S7, S63 or S66, and S31; advanced degree preferred.
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Investment Counselor Lead - Director
Jacksonville, Florida, United States
$200k-$300k/yr OnsiteFull Time
Citi Private Bank
Citi Private BankNYSE: C: Private Bank is a private banking business serving ultra-high-net-worth individuals, families and family offices worldwide.
10+ YOE10+ years providing investment advice to ultra-high-net-worth clients; securities licenses (S7,S63/S66,S31,SIE); bachelor\u0002s degree; strong client origination and relationship management skills.
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3d
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Investment Products Specialist
Florida, United States
OnsiteFull Time
Itaú Unibanco
Itaú UnibancoNYSE: ITUB: Brazilian publicly traded universal bank serving individuals, businesses, and institutions through banking, investment, insurance, and payment services.
5+ YOEBachelor's degree in finance, economics, or related field; 5+ years in financial services; capital markets and regulatory knowledge; strong analytical, communication, and stakeholder influence skills; English and Portuguese fluency.
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Investment Counselor Lead - Director
Jacksonville, Florida, United States
$200k-$300k/yr OnsiteFull Time
Citi Private Bank
Citi Private BankNYSE: C: Private Bank is a private banking business serving ultra-high-net-worth individuals, families and family offices worldwide.
10+ YOE10+ years experience providing investment advice to ultra-high net worth clients, strong sales and relationship skills, advanced analytical judgment, required securities registrations, and a bachelor\u0002s degree.
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2mo
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Investment Consultant - Relationship Manager/CPA
Coral Gables, Florida, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and banking solutions.
3+ YOECPA required; Series 7 and 63/65 or 7 and 66 required; 3–5 years relevant experience; bachelor's preferred; strong written and oral communication skills.
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1w
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VP, Investment Operations - Global Asset Management
West Palm Beach, Florida, United States
$74k-$138k/yr OnsiteFull Time
BMO
BMOTSX: BMO: Diversified North American financial services provider.
5+ YOERequires 5–10 years in fund or investment operations, a bachelor's degree in accounting, finance, economics, or related field, advanced Microsoft Excel, fund accounting and NAV expertise, and strong analytical and communication skills.
Microsoft Excel, Bloomberg
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2w
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Wealth Management, Financial Investment Professional, Associate/Vice President- West Palm Beach
West Palm Beach, Florida, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Global investment banking, securities and investment management firm.
5+ YOEBachelor's degree required; 5+ years of investment management, investment banking, or comparable experience; strong financial modeling, presentation, communication, organizational, and investment skills.
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2w
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Alternative Investments & Investment Reporting Team Lead
Philadelphia or Boca Raton or United States
$100k-$120k/yr HybridFull Time
Cozen O'Connor
Cozen O'Connor: Private full-service law firm serving companies, institutions, and individuals through litigation, business law, and government relations.
5+ YOEBachelor's degree required; 5–7+ years in investment reporting, fund accounting, wealth management, alternative investments, or related operations. Requires alternative investment expertise, reconciliation skills, Excel proficiency, and strong analytical communication.
Masttro, Doc AI, Microsoft Excel, Addepar, Black Diamond, Tamarac, Allvue, Investran, eFront, Schwab, Fidelity, Pershing, BNY
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3w
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Wealth Management, Financial Investment Professional, Associate/Vice President- West Palm Beach
West Palm Beach, Florida, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Global investment banking, securities and investment management firm.
5+ YOEBachelor's degree and 5+ years of investment management, investment banking, or comparable experience. Requires strong financial modeling, communication, organization, and investment skills; securities exams must be obtained within three months.
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1mo
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VP Investment Banking - ESOP
Saint Petersburg or New York City or Chicago
$130k-$250k/yr OnsiteFull Time
Raymond James & Associates, Inc.
Raymond James & Associates, Inc.NYSE: RJF: Full-service U.S. investment firm providing wealth management, brokerage, investment banking and advisory services to individuals and institutions.
15+ YOEBachelor's in Accounting, Business Administration, or Finance required; SIE certification required; more than 15 years' experience; strong regulatory, risk, and relationship management skills.
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