Investment Portfolio Manager

About the JobWe are looking for an Investment Administrator to handle day-to-day activities regarding client accounts at Coastal Wealth.You will be part of a team that conducts client account reviews and field calls during random economic/market events.In this role, you will utilize software programs to automate tasks and collaborate with the parent office...

An investment management associate supports the management, execution, and monitoring of complex investments for A-CAP Services LLC. The ideal candidate will have strong analytical skills, attention to detail, and excellent communication abilities.Job ResponsibilitiesThe Investment Management Associate will work closely with the Head of SICM and senior deal...

Job Description: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 Growth is being a great place to work for...

About BBVA Global Wealth Advisors: We are an SEC-registered investment adviser committed to providing exceptional financial advice and investment management services to our clients. Our dedicated team upholds the highest fiduciary standards, ensuring the best interests of our clients are always at the forefront of our operations.We seek a highly skilled Risk...

About the RoleWe are seeking a highly motivated and detail-oriented Portfolio Management & Operations Analyst to join our Strategic Investments & Capital Markets (SICM) group within the Asset Management Department of A-CAP Services LLC.This role will support the management, operations, and execution of complex investments, spanning strategic investments...

We are seeking an Associate Portfolio Manager to support the Portfolio Managers in all Investment and Administrative processes. You will be responsible for the following responsibilities: Support PM's in all administrative tasks to provide white-glove service to clientsAssist in preparing investments plans for individual client portfolios based on client...

We are seeking an Associate Portfolio Manager to support the Portfolio Managers in all Investment and Administrative processes. You will be responsible for the following responsibilities: Support PM's in all administrative tasks to provide white-glove service to clientsAssist in preparing investments plans for individual client portfolios based on client...

Job SummaryWe are seeking a highly skilled Senior Relationship Manager to join our team in The Caribbean & Miami. As a key member of our sales team, you will be responsible for acquiring and servicing high net worth clients in the targeted countries and regions through providing wealth structuring advice and offering clients the full range investment-related...

Company OverviewIDB Bank has been a leader in the financial industry for over 70 years, dedicated to providing exceptional service and support to our clients. Our commitment to putting our clients' needs first has enabled us to build a strong reputation as a trusted partner in wealth management.SalaryWe offer a competitive salary of $120,000 - $180,000 per...

About Banco de Credito e InversionesBanco de Credito e Inversiones (BCI) provides financial services to individuals and corporations. As a global leader in innovation and personalized client experience, BCI is recognized as one of the best companies in which to work and develop a career.Job Summary:The Investment Counselor is responsible for providing...

OverviewAJC Invests, a Family Office based in Brickell, seeks an experienced Real Estate Portfolio Manager to oversee the management of our $75M portfolio. The ideal candidate will possess excellent accounting skills, problem-solving abilities, and strong leadership qualities.

We are seeking a highly skilled VP Investments to join our team and contribute to our success. As a key member of our investment team, you will be responsible for identifying and evaluating investment opportunities, leading deal processes, and overseeing portfolio company integration.About the RoleThis is a unique opportunity to work with a PE firm that...

Seeking an Associate Portfolio Manager for our client, an SEC registered investment advisor.This role will support Portfolio Managers in their service of our ultra-high net worth and institutional clients, and have a strong foundation in investment conceptsYour role:Develop and implement investment plans for client portfoliosWork with the PM, Operations team...

Seeking an Associate Portfolio Manager for our client, an SEC registered investment advisor.This role will support Portfolio Managers in their service of our ultra-high net worth and institutional clients, and have a strong foundation in investment conceptsYour role:Develop and implement investment plans for client portfoliosWork with the PM, Operations team...

The Client Services Coordinator role at Ascendo Resources involves supporting Portfolio Managers in all administrative processes. Responsibilities include preparing investment plans, monitoring trade executions, and providing exceptional client service.BenefitsA competitive salary range of $90,000-$120,000 per yearBilingual environment with opportunities for...

Job OverviewAJC Invests is a Family Office that self-manages a $75M real estate portfolio, with its main office located in Brickell. Our company has over 25 years of experience throughout the Miami Dade area and focuses on buying and managing properties effectively.

Leadership OpportunityAJC Invests, a dynamic Family Office in Brickell, seeks an experienced Real Estate Portfolio Manager to lead our financial operations team. As a key member of our leadership team, you will oversee the management of our $75M real estate portfolio, including general property management, maintenance, and supervising accounting, records,...

If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty or staff position using the Career worklet, please review this tip sheet.The University of Miami Health System, "UHealth", Information Technology Department...

A strategic investments analyst supports the management, execution, and monitoring of complex investments for A-CAP Services LLC. The ideal candidate will have strong analytical skills, attention to detail, and excellent communication abilities.Company OverviewA-CAP Services LLC is a leading asset manager that invests in structured securities, including...

About the RoleWe are seeking a highly experienced Investment Strategist to join our team at Disability Solutions. As a Senior Portfolio Advisor, you will be responsible for creating customized investment strategies for complex High Net Worth Investors.With a minimum of 10-15 years of investment decision-making experience, you will have a deep understanding...