- Truist (Orlando, FL)
- …aligned by Truist Wealth segmentation strategy, by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to ... trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying accounts in levels of complexity and asset size. ESSENTIAL… more
- City National Bank (Lake Mary, FL)
- …Respond to incoming calls, emails, and inquiries from clients and advisors - Portfolio characteristics, economic updates, and the firm's investment thesis - ... Monitor client portfolios for deviations from specified strategy or to provide investment recommendations. * Create and/or review client portfolio review… more
- Arena Investors LP (Jacksonville, FL)
- …include portfolio surveillance, maximization of return for the firm's investment portfolio , and asset valuation. Ideal candidates will be organized, ... Arena Investors, LP ("Arena") is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by… more
- Amcor (FL)
- …and differentiated value propositions. + Identify growth opportunities and define strategic investment plans. ** Portfolio & Ownership** + Own the product line ... Supply Chain, and Finance to deliver profitable growth, disciplined portfolio management, and differentiated product launches-while elevating price realization, mix,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Work with traders and team members to identify specific securities consistent with investment objectives + Support portfolio managers in delivering top service ... portfolio reviews, including credit assessments to determine continued suitability of investment consistent with risk tolerance and portfolio objectives. +… more
- Black & Veatch (Tampa, FL)
- …architectural strategy for Enterprise Asset Management, Field Service Management, Capital Investment Planning and Portfolio & Program Management implementations ... functional areas of Asset Management, Work Management, Field Service Management, Capital + Investment Planning and Portfolio & Program Management + Ability to… more
- City National Bank (Tallahassee, FL)
- …new business development * Masters Degree preferred * Working knowledge of portfolio management, including knowledge of investment techniques and asset ... * INVESTMENT CONSULTANT - Remote based in CO* WHAT...Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Summary** This role reports to the Senior Investment Strategists and is chiefly responsible for assisting in the development and refinement of our asset ... (CMAs) that are used by Financial Advisors and their clients. The Investment Analyst will conduct in-depth macroeconomic and market research that are essential… more
- CBRE (Tampa, FL)
- Investment Sales Manager Job ID 218765 Posted 21-Oct-2025 Service line Advisory Segment Role type Full-time Areas of Interest Capital Markets, Sales Support ... - 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… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …are seeking a dynamic and motivated Internal Sales Representative to join our growing Investment Solutions team. In this role, you will be the driving force behind ... Your mission: to promote and sell our suite of investment products and solutions that help clients achieve their...+ Educate clients on product features, market trends, and portfolio positioning. + Maintain a deep understanding of our… more