38 Results for

Investment Manager Jobs in Tampa, FL

Jobs

FL30+ days ago

$155,600–$306,800 Per Year

p>As a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.

Tampa, FL30+ days ago

p>Recognized by Glassdoor as a 2023 Top 100 place to work and winner of the Newsweek's 2023 America's Greatest Workplaces for Diversity, Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities.

Black & Veatch's Infrastructure Advisory Business provides a portfolio of solutions focused on the asset lifecycle, including Asset Management & Operations & Maintenance, Infrastructure Technology, Cybersecurity Solutions, Planning and Transactions.

Tampa, FL26 days ago

$118,700–$218,600 Per Year

Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.

FL24 days ago

$128,000–$252,500 Per Year

https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html.

FL30+ days ago

p>Under limited supervision, uses extensive knowledge and skills obtained through experience, specialized training or certification to perform advanced credit analysis and support Portfolio Managers in evaluating investment grade (IG) and high yield (HY) corporate debt investments.

Experience with credit analysis, including corporate, government and agency debt, as well as ABS, CMO,CMBS analysis for evaluating balance sheets of small cap and mid cap financial companies.

Tampa, FL30+ days ago

Full-time

Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice.

Tampa, FL30+ days ago

p>Qualifications: CFA (passed any level) and Series 65 (we will help you obtain upon starting) 4+ years of experience with portfolio management and client relationship building Bachelors degree A thoughtful consultative approach with an emphasis on client focus. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible.

Tampa, FL30+ days ago

$141,440–$212,160 Per Year

The successful candidate will play a pivotal role in ensuring financial discipline, optimizing risk management, and fostering collaboration across diverse stakeholder groups, with a focus on enhancing transparency, traceability, and proactive management of technology investments. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.

St. Petersburg, FL29 days ago

JOB FUNCTION / SUMMARY: The Senior Investment Portfolio Specialist provides support to all lines of Wealth Asset Management by engaging in asset management functionalities, such as, portfolio management, strategy implementation, trading, performance reporting, marketing and compliance. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

St Petersburg, FL30+ days ago

Acting as an extension of their investment teams, we provide consultative support across portfolio construction, manager research, and investment implementation, while offering access to a flexible investment platform that includes managed models, SMAs, private markets, and OCIO services. Potential development paths can include (but aren't limited to) a deeper focus in investment consulting and advisor-facing sales; sales operations and enablement; business strategy and execution; investment analytics and research; tactical project management; product or platform development; or relationship management.

Tampa, Florida30+ days ago

In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Maintains new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives.

St. Petersburg, FL30+ days ago

The APM will work closely with three Portfolio Managers, as well as Research, Trading, Risk, Compliance, and Distribution teams, to ensure portfolios are well supported, accurately implemented, clearly communicated, and aligned with ARK's long term investment philosophy.

ARK manages and sub advises long-only global equity and digital asset portfolios across a variety of investment vehicles, including a suite of exchange traded funds (ETFs), a venture fund, mutual funds, and separately managed accounts.

Tampa, FL30 days ago

p>_____. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

St. Petersburg, FL30+ days ago

$100,000–$115,000 Per Year

We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. This role focuses on platform support, relationship coordination, client deliverables, and business development execution across wealth management channels (Wirehouse, Independent Broker Dealer, Private Bank, Platforms, and Enterprise RIAs).

FL30+ days ago

$189,200–$372,900 Per Year

The team combines strategic advisory (M&A strategy, deal thesis, growth pathways, buy/build/partner, portfolio rationalization, and buy-/sell-side readiness) with diligence capabilities across commercial and operational lenses to pressure-test forecasts, quantify synergies, and surface value drivers and deal risks that can affect price or structure. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers.

FL13 days ago

$100,350–$205,000 Per Year

li>Solid understanding of real estate tax technical and transaction skills, including partnership taxation, REIT taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring, and experience with federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research. Our clients include investment advisers and administrators from every sector of the industry, including investment managers, investment partnerships, private equity, Real Estate Investment Trusts, real estate private equity funds, and other real estate owners and operators.

New!

Tampa, FL5 days ago

$170,000–$185,000 Per Year

strong>Senior Asset Manager - Real Estate - Florida

We’re partnering with a leading real estate investment manager with a long-standing track record of acquiring, developing, and operating retail assets across Southeast markets.

The firm manages a diversified portfolio and is seeking a Senior Asset Manager to own and drive business plan execution across a portfolio of institutional-quality assets.

Tampa, FL30+ days ago

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

As a Private Bank Supervisory Manager in Asset & Wealth Management, you will coordinate and work closely with the Private Bank Market Leadership and within the Supervisory team to meet existing supervisory procedure requirements.

Tampa, FL30+ days ago

$155,600–$306,800 Per Year

FL30+ days ago

$95,000–$110,000 Per Year

Analyze and understand the complexities of various compliance, operational, and business processes to ensure policies will have the intended effect and can be deployed with minimal disruption to work flows; Establish and maintain effective and cooperative relationships amongst team members and throughout the firm; Focus on providing effective solutions by keeping the clients' best interests in mind; Work independently; and. In conjunction with the CCO, respond to regulatory Requests for Information and participate in FINRA and SEC examinations as well as internal audits; Manage all customer complaints and internal investigations; where required engage the requisite legal and dispute resolution teams; Engage with US affiliates on marketing content and review processes to provide guidance to the field and ensure organizational alignment.

St Petersburg, FL30+ days ago

KEY RESPONSIBILITIES:Support client deliverables by preparing detailed proposals for new assets, compiling monthly market and portfolio updates, and handling ad-hoc requests with precision and timeliness to ensure advisors have accurate, actionable information. Collaborate with senior team members on investment research and capital market analytics, contributing data-driven insights and supporting the development of portfolio positioning strategies that align with Dynasty's investment philosophy.

Tampa, FL21 days ago

p>Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform. As Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management.

St. Petersburg, FL30+ days ago

p>ARK manages and sub advises long-only global equity and digital asset portfolios across a variety of investment vehicles, including a suite of exchange traded funds (ETFs), a venture fund, mutual funds, and separately managed accounts. Rooted in over 40 years of experience, ARK aims to identify large-scale investment opportunities in the public and private markets resulting from technological innovations centered around genome sequencing, robotics, artificial intelligence, energy storage, and blockchain technology.

St. Petersburg, FL30+ days ago

$60,000–$84,000 Per Year

We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. The Associate serves as the primary contact with clients and external advisors and acts as liaison between the client/advisor, Relationship Manager and operations, coordinating the processing of all requests, ensuring adherence to regulatory compliance.

Tampa, FL30+ days ago

Our diverse portfolio spans $93.2 billion¹ of assets across such property types as living, office, retail, mixed-use, logistics and life science projects - all designed to enhance value, connection and inspiration.

While our projects are renowned for enhancing cities and pioneering sustainable practices, we recognize that the true driving force behind Hines'' success is our 5,000 dedicated employees in 30 countries who draw on our 65-year history to build the world forward.

Tampa, Florida30+ days ago

Our diverse portfolio spans $93.2 billion¹ of assets across such property types as living, office, retail, mixed-use, logistics and life science projects – all designed to enhance value, connection and inspiration. While our projects are renowned for enhancing cities and pioneering sustainable practices, we recognize that the true driving force behind Hines' success is our 5,000 dedicated employees in 30 countries who draw on our 65-year history to build the world forward.

Tampa, FL30+ days ago

Full-time

As an Fund Servicing Analyst within the Bank Loan Administration team, you will play a crucial role in managing the trade instruction capture, settlements, and lifecycle events for bank loan assets within our Fund Services division. You will work closely with a network of internal and external partners, including fund accounting, client services, fund managers, and agent banks, to ensure seamless operations and exceptional client service.

St. Petersburg, FL30+ days ago

$86,700–$102,100 Per Year

We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. Oversee functions performed by the Data Analysis team including customized financial reporting tasks for HNW clients, collaborating with various client service teams, operations, and other departments to facilitate solutions and assistance wherever needed.

FL22 days ago

$70,000–$85,000 Per Year

Fiduciary Trust International is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.

Tampa, Florida30+ days ago

Employee Assistance Program (EAP) for access to confidential support services        .

Tampa, FL30+ days ago

Beyond project close out the Development Intern may assist with review & enforcement of contractual requirements for design & construction professionals; meet with contractors, architects, engineers & consultants to review projects'' status and resolve issues; review & analysis of potential changes to budget or schedule; and attend project meetings. Project close-out will include punch-list review/tracking/coordination, FF&E (fixtures, furnishing, and equipment) delivery/coordination/installation, unit and common area set-up, as well as assisting the Development Team and Management team during move-ins.

Tampa, FL30+ days ago

Our six cultural values guide us every day and we strive to live them in everything we do: PUSH (Invent Better Places to Live), GRIT (We Got This), LIFT (Help Each Other Win), SHINE (Bring Your Full Self), UPHOLD (Never Break Trust), GROW (Always Get Better). From conducting prospect tours and follow-ups to spearheading internal and outreach marketing endeavors, resident retention efforts, and overnight on-call duties, they are the cornerstone of resident satisfaction and community engagement.

Tampa, FL30+ days ago

$189,370–$361,950 Per Year

This involves analyzing covenant structures, assessing the effectiveness of monitoring processes, identifying potential covenant breaches, and evaluating proposed remediation plans to ensure adherence to agreed-upon terms and protect the institution's assets and investor capital.

Market Expertise: Maintain expert knowledge of financial markets, emerging risks, and complex asset classes relevant to private credit, including asset-backed securities, direct lending, and private infrastructure debt.

Tampa, FL19 days ago

$103,450–$197,730 Per Year

Additionally, this role will be the key liaison on coordinating the required change management and risk review & approval processes for priority initiatives and assist in regular business case development working across teams to develop quantitative and qualitative rationale for investment decisions. 8 years of experience in end-to-end analysis and/or operations experience, including: requirement gathering and documentation, operational planning and forecasting, data analytics, or current/future state analysis, in direct support of business planning initiatives and optimization of business operations.

Saint Petersburg, FL19 days ago

$90,925–$139,684 Per Year

Customer Service: Works with clients and customers (that is, any individuals who use or receive the services or products that your work unit produces, including the general public, individuals who work in the agency, other agencies, or organizations outside the Government) to assess their needs, provide information or assistance, resolve their problems, or satisfy their expectations; knows about available products and services; is committed to providing quality products and services. Planning and Evaluating: Organizes work, sets priorities, and determines resource requirements; determines short- or long-term goals and strategies to achieve them; coordinates with other organizations or parts of the organization to accomplish goals; monitors progress and evaluates outcomes.

Tampa, FL30+ days ago

li>

Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® - Chartered Retirement Planning Counselor, or ChFC® - Chartered Financial Consultant®. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.

FL30+ days ago

Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC - Chartered Retirement Planning Counselor, or ChFC - Chartered Financial Consultant. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.

FL30+ days ago

p>The Private Markets, AVP will support the Director of Private Markets in the sourcing, evaluation, and ongoing monitoring of private markets investment opportunities across private equity, private credit, real assets, and other alternative strategies.

Responsibilities:

Investment Sourcing Assist in identifying and tracking investment opportunities across the private markets landscape, including private equity, private credit, venture capital, and real asset funds.

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Investment Manager Jobs in Tampa, FL

Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu Ltd

Consulting Manager, Asset Investment Planning Black & Veatch Holding Co

Senior Consultant, Industry Solutions, Investment Management - SimCorp Deloitte Touche Tohmatsu Ltd

Senior Consultant, Industry Solutions, Investment Management - Aladdin Deloitte Touche Tohmatsu Ltd

Research Analyst- Raymond James Investment Management Raymond James Financial Inc

Investment Advisor Capital Investment Advisors

International Investment Counselor (US Based) - Canadian Clients Fisher Investments

Portfolio Planning & Investment Governance Leader - Senior Vice President Citigroup Inc

Senior Investment Portfolio Specialist Hancock Whitney Corp

Investment Solutions Analyst Dynasty Financial Partners

Senior Portfolio Manager, Private Asset Management (Tampa, FL) TIAA

Associate Portfolio Manager ARK Investment Management LLC

Senior Portfolio Manager, Private Asset Management (Tampa, FL) Teachers Insurance and Annuity Association of America (TIAA)

Associate National Account Manager Franklin Resources Inc

Private Equity Mergers & Acquisitions Strategy & Diligence Senior Manager Deloitte Touche Tohmatsu Ltd

Tax Manager - Real Estate Deloitte Touche Tohmatsu Ltd

Senior Asset Manager - Real Estate - Florida Daley and Associates

J.P. Morgan Wealth Management - Private Bank Supervisory Manager - Tampa FL JPMorgan Chase & Co

Private Equity Mergers & Acquisitions Strategy & Diligence Manager Deloitte Touche Tohmatsu Ltd

Manager, RJLU Compliance Raymond James Financial Inc

Client Portfolio Manager, AVP Dynasty Financial Partners

Associate AllianceBernstein Holding LP

Client Portfolio Specialist ARK Investment Management LLC

Relationship Associate - Custody Franklin Resources Inc

Administrative Assistant Hines Interests Limited Partnership

Administrative Assistant Hines

Fund Servicing Analyst - Global Fund Services Operations Bank Loans JPMorgan Chase Bank, N.A.

Supervisor, Investor Services Franklin Resources Inc

Client Onboarding Associate Franklin Resources Inc

Community Concierge Core Spaces

Development Intern Core Spaces LLC

Community Concierge Core Spaces LLC

Principal, Private Credit Risk Management USAA

Business Support Analyst Lead - Portfolio Management USAA

Program Analyst U.S. Department of Veterans Affairs

Premier Advisor - Tampa Palms, FL Truist Financial Corp

Premier Advisor - Tampa/St. Petersburg, FL Truist Financial Corp

Private Markets, AVP Dynasty Financial Partners

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