Jobs near Tampa: 6,342
RS
Relevance Score ranked on: INVESTMENT
Market Investment Executive
Tampa
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible G...
Search Terms: Investment, Executive, Leadership, Portfolio Manager, Risk Manager
84.8
10mi
Updated: September 17
Investment Analyst I
Tampa
The Investment Analyst (IA) is responsible for working with Investment Managers and the Investment Advisory Group (IAG) to assist in the delivery of Investment Management Services to clients in Truist Wealth who generally have $5 mm in AUM. The Investment Analyst will typically work with a minimum of...
Search Terms: Investment, Analyst, Manager, Banking, Management
83.6
10mi
Updated: September 04
Investment Analyst
Tampa
Client Support Gather asset reports from vendors for creating client investment reports Produce client investment reports and meeting presentations with high attention to detail Assist with the client invoicing process on a quarterly basis Maintain organized files and documentation on client informat...
Search Terms: Investment, Analyst, Client Support, Client Relations, Technology
83.3
10mi
Updated: August 31
Investment Associate
Tampa
Provides sales and administrative support to one or more Financial Consultants. Responds to client inquiries (verbally or in writing), provides quotes, monitors accounts, and enters trades as requested. Performs client servicing and records administration. Assists with new business initiatives as ass...
Search Terms: Associate, Investment, Financial Consultant, Processing, Banking
83.2
0mi
Updated: September 06
Compliance Manager- Investment Management (Remote Option Available)
Saint Petersburg
Under intermittent supervision, uses extensive knowledge and skills obtained through education and experience in securities and/or the banking industry to ensure firm policies and procedures are up-to-date and commensurate with the level of risk being mitigated as it related to all communication acti...
Search Terms: Compliance Manager, Management, Investment, Manager, Compliance
83.2
16mi
Updated: September 17
Preservation Portfolio Manager, Affordable Housing Investments
Saint Petersburg
As a Portfolio Manager, the individual oversees a portfolio of multi-housing funds and asset managers with autonomy, drawing upon education and practical experience. This role involves analyzing each fund's performance as compared to underwritten benchmarks as well as developing and implementing stra...
Search Terms: Portfolio Manager, Investment, Housing, Portfolio, Reservation
83
16mi
Updated: September 07
Manager, Supervision- Investment Advisory (Remote Option Available)
Saint Petersburg
The Advisory Supervision team provides fiduciary oversight of Investment Adviser Representatives (IA - Rs) in accordance with SEC regulations and guidelines as well as firm policies and procedures governing advisory accounts. The Manager for this team would be expected to have advanced knowledge of t...
Search Terms: Advisor, Investment, Manager, Remote, Leadership
81.8
16mi
Updated: August 17
Financial Solutions Advisor - Consumer Investments - Tampa Market
Tampa
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible G...
Search Terms: Solutions Advisor, Financial, Investment, Solutions, Advisor
81.3
10mi
Updated: August 18
General Counsel, Investment Banking
Saint Petersburg
Under general direction and with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience to manage legal matters that involve an assigned functional area. May lead major projects, programs or processes that have significant business impact and involve c...
Search Terms: General Counsel, Banking, Investment, Management, Legal
76.7
16mi
Updated: August 09
Senior Portfolio Manager
Tampa
Acts independently within established investment policy guidelines to develop, recommend, and execute investment programs designed to achieve the objectives of large and complex client accounts. Primary functions include investment management, client service and support of new business efforts. Respo...
Search Terms: Portfolio Manager, Manager, Portfolio, Client Advisor, Senior
65.8
10mi
Updated: August 28
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