Top 59 Investment associate Jobs in Miami, Fl

Senior Associate, Capital Markets - FL
Phoenix Energy One, LLC —Fort Lauderdale, FL
- $90,000 - $1,000,000 a year
- Full-time
- Mid-level
- Office
- Accounting
- Profit sharing
- Health savings account
Quick Apply
J.P. Morgan Wealth Management - Private Client Investment Associate - Miami, FL
JPMorganChase —Miami, FL
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
Private Wealth Management Registered Client Service Associate
Morgan Stanley —Miami, FL
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Currency Trading Associate – Proprietary Firm – Miami, FL Area
Trading Careers —Miami, FL
- Contract
- Remote
- Mid-level
Wealth Management Client Associate
Edwards Asset Management —Fort Lauderdale, FL
- $65,000 - $85,000 a year
- Full-time
- Background check
- Spanish
- Microsoft Excel
- Health savings account
- Health insurance
Quick Apply
Associate Project Manager, Construction & Tenant Services
Federal Realty Investment Trust —Pembroke Pines, FL
- Full-time
- Customer service
- Mid-level
- Office
- Opportunities for advancement
Real Estate Investment Sales Associate
Premium Merchant Funding —Miami, FL
- $150,000 - $200,000 a year
- No experience needed
- Office
- Entry level
Quick Apply
Investment Analytics & Strategic Finance, Associate - Blackstone Credit & Insurance
Blackstone Group —Miami, FL
- $110,000 - $150,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- Dental insurance
Associate Client Advisor
Bessemer Trust Company of FL —Miami, FL
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
10d
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Miami, FL
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Sr Investment Associate
Northern Trust Corp. —Miami, FL
- Full-time
- Spanish
- Research
- Mid-level
- On-the-job training
Senior Investment Associate, Foundation Institutional Advisor (FIA)
Northern Trust Corp. —Miami, FL
- Full-time
- Mid-level
- Office
- Finance
Asset & Wealth Management- Miami- Associate, Sales- 10066406
Goldman Sachs —Miami, FL
- Research
- Mid-level
- Office
- Disability insurance
- Health insurance
Equities Trading Associate – Proprietary Firm – Miami, FL Area
Trading Careers —Miami, FL
- Contract
- Remote
- Mid-level
Digital Finance Transformation – ERP Modernization: Senior Associate – Private Equity Performance Improvement (OPEN TO ALL US LOCATIONS)
Alvarez & Marsal —Miami, FL
- $100,000 - $170,000 a year
- Full-time
- Mid-level
- SQL
- Communication skills
- AD&D insurance
- 401(k)
Equity Middle Office Associate
Santander Bank —Miami, FL
- $105,000 - $140,000 a year
- 5 years
- Office
- Microsoft Office
14d
Trust Administrator / Relationship Associate
Franklin Templeton Investments —Coral Gables, FL
- $71,400 - $84,000 a year
- Email
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Mid-level
- Paid holidays
- Paid time off
Asset & Wealth Management - Miami - Associate, Sales - 9381986
Goldman Sachs —Miami, FL
- Mid-level
- Office
- Finance
- Disability insurance
- Health insurance
Associate, Client Service
NewEdge Capital Group LLC —Miami, FL
- Full-time
- Mid-level
- Office
- Business development
Quick Apply
Wealth Management Sales Associate
Jefferies & Company, Inc. —Miami, FL
- $75,000 - $100,000 a year
- Full-time
- Spanish
- Computer literacy
- Research

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investment associate jobs near miami, fl

Senior Associate, Capital Markets - FL

Phoenix Energy One, LLC
Fort Lauderdale, FL

Quick Apply

Job Details

Full-time
$90,000 - $1,000,000 a year

Benefits

Profit sharing
Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Employee discount

Qualifications

Financial model construction
Financial model development
Series 7
Securities Industry Essentials
Accounting
Conducting sales calls
Series 63
Client interaction via phone calls

Full Job Description

Managing a diverse portfolio of oil and gas assets and allocating capital towards the right acquisitions are key elements of the finance function at Phoenix. The Senior Associate will be working closely with the MD of Capital Markets and CFO with a focus on raising capital via the S-1 and D offerings being marketed by Phoenix. This role will be critical in the growth of the business and will get exposure to every function within the company. The ideal candidate for this role has practical experience in finance and or accounting with a propensity to sell and an ability to raise capital. The investment products being offered by Phoenix have annual yields ranging from 9 to 13% with monthly cash distributions and stands head and shoulders above other offerings in the marketplace. The ideal candidate will quickly learn the business and be ready to discuss the offering with inbound leads generated through digital marketing efforts the company is running. There is no ceiling for compensation in this role. The compensation for this position is commission-based. Earning up to 3 million annually is a realistic target for someone with the proper skill set.

Major Responsibilities/Accountabilities:

Consult with inbound investor leads
Promote the S-1 and D offerings and convert inbound leads into Phoenix Investors
Engage with third-party vendors supporting the overall capital-raising efforts

Required Skills:

Must possess SIE, series 63, and Series 7
Competent in various aspects of finance, accounting, and financial modeling
Ability to consult with potential investors over the phone or in person when required
Highly Motivated
Ability to meet deadlines
Willingness to learn a new industry

Phoenix Energy offers competitive compensation, potential for profit sharing, a start-up culture, and strong growth opportunities.

Job Type: Full-time

Pay: $90,000.00 - $1,000,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Health savings account
Paid time off
Vision insurance

Application Question(s):

This position requires heavy phone sales. Please briefly describe your experience.

License/Certification:

FINRA License (63, 7) and SIE? (Preferred)

Ability to Commute:

Fort Lauderdale, FL 33394 (Required)

Work Location: In person

Quick Apply

Refine Your Search

investment associate jobs in miami, fl

Senior Associate, Capital Markets - FL

J.P. Morgan Wealth Management - Private Client Investment Associate - Miami, FL

Private Wealth Management Registered Client Service Associate

Currency Trading Associate – Proprietary Firm – Miami, FL Area

Wealth Management Client Associate

Associate Project Manager, Construction & Tenant Services

Real Estate Investment Sales Associate

Investment Analytics & Strategic Finance, Associate - Blackstone Credit & Insurance

Associate Client Advisor

Wealth Management Associate - Retirement Benefits Group

Sr Investment Associate

Senior Investment Associate, Foundation Institutional Advisor (FIA)

Asset & Wealth Management- Miami- Associate, Sales- 10066406

Equities Trading Associate – Proprietary Firm – Miami, FL Area

Digital Finance Transformation – ERP Modernization: Senior Associate – Private Equity Performance Improvement (OPEN TO ALL US LOCATIONS)

Equity Middle Office Associate

Trust Administrator / Relationship Associate

Asset & Wealth Management - Miami - Associate, Sales - 9381986

Associate, Client Service

Wealth Management Sales Associate

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