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Investment manager Jobs in Pompano Beach, FL

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Investment manager • pompano beach fl

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Investment Sales Senior Analyst

Investment Sales Senior Analyst

Walker & DunlopFt. Lauderdale, FL, USA
Full-time
We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities — where people live, work, sho...Show moreLast updated: 30+ days ago
Investment Executive (Financial Advisor) Southeast Florida

Investment Executive (Financial Advisor) Southeast Florida

Fifth Third BankFort Lauderdale
Full-time
Make banking a Fifth Third better®.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Accountable for overall produ...Show moreLast updated: 30+ days ago
Retirement Plan Consultant

Retirement Plan Consultant

OneDigital Investment Advisors LLCFort Lauderdale, FL
Full-time
This role is responsible for designing, implementing, and maintaining qualified retirement.OneDigital value proposition to. This role works with service teams to provide an exceptional level of.Esse...Show moreLast updated: 30+ days ago
  • Promoted
Shift Manager

Shift Manager

Five GuysFort Lauderdale, FL, US
Full-time
As a Shift Manager you will be responsible for assisting the execution of daily operations activities.The following provides an overview of the basic responsibilities of a Shift Manager however, wi...Show moreLast updated: 27 days ago
  • Promoted
Investment Banking Analyst

Investment Banking Analyst

Selby JenningsFort Lauderdale, FL, United States
Full-time
Title : Investment Banking Analyst.We are working with a leading Investment Banking team in the Fort Lauderdale, FL area looking to add an Investment Banking Analyst to their growing industrials M&A...Show moreLast updated: 24 days ago
Sales Executive - Insurance Investment Accounting Solutions

Sales Executive - Insurance Investment Accounting Solutions

SS&C TechnologiesFL, US
Full-time
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries.Some 20,000 financia...Show moreLast updated: 30+ days ago
  • Promoted
Senior Commercial Real Estate Advisor - Industrial

Senior Commercial Real Estate Advisor - Industrial

Sands Investment GroupFort Lauderdale, FL, US
Full-time
Sands Investment Group (SIG), is officially accepting applications for a Senior Broker specializing in Industrial assets in our Ft. This individual will be responsible for spearheading the Industria...Show moreLast updated: 1 day ago
Investment Manager, Latin America Private Bank

Investment Manager, Latin America Private Bank

Deutsche BankFort Lauderdale, FL, United States
Full-time
Job Description : Job Title : Investment Manager, Latin America Private Bank Corporate Title : AssociateLocation : Miami, FLOverviewAs an Investment Manager (IM), Latin American within the Private Bank ...Show moreLast updated: 19 days ago
Investment Consultant - Ft. Lauderdale, FL

Investment Consultant - Ft. Lauderdale, FL

Fidelity InvestmentsFort Lauderdale, FL, US
Full-time
You joined the financial services industry to make a difference in the lives of your clients.At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry l...Show moreLast updated: 30+ days ago
  • Promoted
Store Manager

Store Manager

Steve MaddenFort Lauderdale, FL, US
Full-time
The Store Manager is responsible for overseeing all staff and operations as well as maintaining the overall presentation of the store. In this supervisory role, the Manager inspires their team by co...Show moreLast updated: 27 days ago
  • Promoted
Investment Reporting Analyst

Investment Reporting Analyst

VirtualVocationsFort Lauderdale, Florida, United States
Full-time
A company is looking for an Investment Reporting Accountant.Key Responsibilities Participate in the company's accounting close and reporting cycles Perform ledger and holdings reconciliations to...Show moreLast updated: 7 days ago
Senior Investment Consultant

Senior Investment Consultant

AscensusRemote, Florida
Remote
Full-time
Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan sol...Show moreLast updated: 30+ days ago
Investment Real Estate - Sales Agent

Investment Real Estate - Sales Agent

BlackhorneFort Lauderdale, Florida, United States, 33301
Full-time
Real Estate Agent With Blackhorne.How Blackhorne Unlocks Your Potential.Blackhorne specializes in making real estate opportunities simple for investors, agents, buyers, and sellers alike.In additio...Show moreLast updated: 18 days ago
Sr Investment Associate

Sr Investment Associate

Northern Trust CorporationFt. Lauderdale, FL
Full-time
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative f...Show moreLast updated: 9 days ago
  • Promoted
Regional Vice President of Investment Sales

Regional Vice President of Investment Sales

Staffing in MotionFort Lauderdale, FL, US
Full-time
Firm : Large global portfolio management firm with over 250 billion in assets under management.Each client would have a separately managed portfolio based on their risk tolerance, asset allocation a...Show moreLast updated: 27 days ago
Senior Investment Risk Analyst

Senior Investment Risk Analyst

F1114 Franklin Templeton Companies, LLCFlorida Remote Loc,REMUSA
Remote
Full-time
At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes.We do that by partnering closely with our clients, assessing their strategic needs, and identifyi...Show moreLast updated: 30+ days ago
Tax Manager - Ultra High Net Worth - Investment Fund Executives

Tax Manager - Ultra High Net Worth - Investment Fund Executives

RSMFort Lauderdale
Full-time
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their ful...Show moreLast updated: 30+ days ago
Lead Direct Investment Analyst

Lead Direct Investment Analyst

JM Family EnterprisesDeerfield Beach, Florida
Full-time
The mission of the Investments Department is to responsibly manage JM Family's investable assets through adherence to a rigorous process, building strong relationships, and promoting an intellectua...Show moreLast updated: 30+ days ago
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Investment Sales Senior Analyst

Investment Sales Senior Analyst

Walker & DunlopFt. Lauderdale, FL, USA
30+ days ago
Job type
  • Full-time
Job description

Department : Investment Sales

We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities — where people live, work, shop, and play — to life. We are committed to creating meaningful social, environmental, and economic change in our communities. We believe seeking diverse talent and promoting the inclusion of all perspectives are more than moral imperatives – they are critical to our success and ability to innovate and grow.

Department Overview

Walker & Dunlop Investment Sales (WDIS) represents the nation’s premier multifamily owners, developers, and operators with the highest level of investment advisory service. Since 2003, the WDIS experts have built a reputation as a market leader in multifamily investment sales and surpassed $19B in annual sales volume in 2022. We work with institutional and private clients, and we are active in seniors housing & healthcare, student housing, and land sales across the country.

The Impact You Will Have

The primary role of the senior analyst is to support production members of the Walker & Dunlop Investment Sales team with financial modeling of multifamily assets along with producing institutional quality marketing materials and maintaining detailed market analysis. Candidates with a strong analytical ability, high attention to detail, and an interest to hone quantitative skills will excel in this position.

Primary Responsibilities

Financial analysis of multifamily opportunities, including existing, value add, and ground-up developments using proprietary WDIS underwriting model

Actively assist in the research, writing, and proofing of W&D Investment Sales marketing offering memorandums (OMs) and Broker Opinion of Values (BOVs) Research and maintain databases which track Investment Sales activity, construction pipeline, and other relevant real estate metrics

Develop and maintain market knowledge through regular reading of industry trade journals, economic forecasts, and news-related periodicals

Assist in the creation and editing of “state of the market” presentations given at national conferences and in private client meetings

Conduct transaction coordination and due diligence coordination for the Investment Sales team

Maintain files to ensure all mandatory disclosures are completed and sent to the appropriate parties for review and approval

Contact interested parties to remind them of missing documents

Provide a consistent, quality-controlled system to ensure the smooth and efficient management of all relevant steps necessary to close a deal

Monitor and assess the progress of sales so that important deadlines are met and contingencies are released

Provide preliminary audits of files for management review

Perform other duties as assigned

Education and Experience

Bachelor’s degree (Finance and / or Real Estate concentration preferred)

2+ years of experience in Finance, Real Estate or related field preferred

Knowledge, Skills and Abilities

Client relationship management skills

Excellent attention to detail and organizational skills

Ability to accurately and productively handle multiple tasks during time sensitive situations

Ability and willingness to work extended hours or weekends to meet deadlines when appropriate

Excellent financial modeling skills including thorough knowledge of Excel

Proficiency in MS Outlook, Excel, PowerPoint, Adobe Acrobat and Word, and ability to learn Salesforce and other company software as needed

Advanced written and oral communication skills

Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes

Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders

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What We Offer

The opportunity to join one of Fortune Magazine’s Great Places to Work winners from 2015-2023

Comprehensive benefit options

  • that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation™, some of which include :
  • Up to 83% subsidized medical payroll deductions
  • Competitive dental and vision benefits
  • 401(k) + match
  • Pre-tax transit and commuting benefits
  • A robust health and wellness program – earn cash rewards and gain access to resources that

promote health, engagement, and balance

  • Paid maternity and parental leave, as well as other family paid leave programs
  • Company-paid life, short and long-term disability insurance
  • Health Savings Account and Healthcare and Dependent Care Flexible Spending
  • Commitment to diversity, equity, and inclusion, with employee resource groups organizing activities and providing a space for open communication

    Career development opportunities

    Empowerment and encouragement to give back – volunteer hours and donation matching

  • Eligibility may vary based on average number of hours worked
  • EEO Statement

    We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information. We strive to be a safe place to ask questions, build professional relationships, and develop careers.

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