Investment Jobs in Florida
Investment jobs in Florida are in strong demand, concentrated in wealth management, private equity, real estate investment, and financial advisory services, with openings at every level from junior analyst to portfolio manager. Miami, Tampa, and Orlando are the primary hiring hubs, home to established firms like Raymond James, Regions Financial, and Voya Financial. The most sought-after specialties in Florida right now are alternative investments, fixed income analysis, and ESG-focused portfolio management. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 60+ Investment jobs
Investment Banking Analyst - Municipal Finance
Location: Dallas, TX
Business Unit: Municipal Finance Investment Banking
Position Summary
Jefferies is seeking a highly motivated Investment Banking Analyst to join its Municipal Finance team in Dallas. The Analyst will work closely with senior bankers in providing strategic advisory and capital markets solutions to municipal issuers, governmental entities, nonprofit organizations, higher education institutions, healthcare systems, transportation agencies, and other public sector clients.
The Analyst will play an integral role in transaction execution, financial analysis, debt structuring, client presentations, and business development initiatives. This position offers significant exposure to senior professionals, clients, and complex financing transactions across the municipal capital markets landscape.
Primary Responsibilities
- Conduct detailed financial analysis and quantitative modeling related to municipal bond financings and capital market transactions.
- Assist in the execution of tax-exempt and taxable bond offerings, refundings, and other public finance transactions.
- Prepare financing scenarios, debt affordability analyses, and capital planning models.
- Develop pitch books, client presentations, requests for proposal (RFP) responses, and marketing materials.
- Analyze municipal issuer financial statements, budgets, economic data, and credit profiles.
- Support due diligence efforts and coordinate transaction processes with clients, bond counsel, rating agencies, underwriters, and other stakeholders.
- Monitor municipal market conditions, interest rate trends, and regulatory developments.
- Conduct industry and sector research on education, healthcare, transportation, utilities, housing, and local government issuers.
- Maintain transaction databases and support business development opportunities across Texas and the broader Southwest region.
- Participate in client meetings, financing discussions, and strategic planning engagements.
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, Public Policy, Mathematics, or a related field.
- Strong academic record with demonstrated analytical ability.
- 1 to 2 years of experience in investment banking, public finance, municipal advisory, accounting, consulting, or capital markets preferred.
- Advanced proficiency in Microsoft Excel and PowerPoint.
- Strong quantitative, financial modeling, and presentation skills.
- Excellent written and verbal communication abilities.
- Strong attention to detail and commitment to accuracy.
- Ability to manage multiple projects and meet deadlines in a fast-paced environment.
- Demonstrated interest in municipal finance and public sector capital markets.
Preferred Qualifications
- Coursework or experience related to public finance, fixed income markets, economics, or governmental accounting.
- Exposure to municipal bond financing structures and credit analysis.
- Familiarity with Bloomberg, Capital IQ, DBC Finance, MuniOS, or similar financial platforms. Progress toward CFA, Series 52, Series 63, or other relevant securities licenses is a plus.
Salary Range of $110,000-$125,000
#LI-DNI
Investment Banking Analyst - Municipal Finance
Location: Dallas, TX
Business Unit: Municipal Finance Investment Banking
Position Summary
Jefferies is seeking a highly motivated Investment Banking Analyst to join its Municipal Finance team in Dallas. The Analyst will work closely with senior bankers in providing strategic advisory and capital markets solutions to municipal issuers, governmental entities, nonprofit organizations, higher education institutions, healthcare systems, transportation agencies, and other public sector clients.
The Analyst will play an integral role in transaction execution, financial analysis, debt structuring, client presentations, and business development initiatives. This position offers significant exposure to senior professionals, clients, and complex financing transactions across the municipal capital markets landscape.
Primary Responsibilities
- Conduct detailed financial analysis and quantitative modeling related to municipal bond financings and capital market transactions.
- Assist in the execution of tax-exempt and taxable bond offerings, refundings, and other public finance transactions.
- Prepare financing scenarios, debt affordability analyses, and capital planning models.
- Develop pitch books, client presentations, requests for proposal (RFP) responses, and marketing materials.
- Analyze municipal issuer financial statements, budgets, economic data, and credit profiles.
- Support due diligence efforts and coordinate transaction processes with clients, bond counsel, rating agencies, underwriters, and other stakeholders.
- Monitor municipal market conditions, interest rate trends, and regulatory developments.
- Conduct industry and sector research on education, healthcare, transportation, utilities, housing, and local government issuers.
- Maintain transaction databases and support business development opportunities across Texas and the broader Southwest region.
- Participate in client meetings, financing discussions, and strategic planning engagements.
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, Public Policy, Mathematics, or a related field.
- Strong academic record with demonstrated analytical ability.
- 1 to 2 years of experience in investment banking, public finance, municipal advisory, accounting, consulting, or capital markets preferred.
- Advanced proficiency in Microsoft Excel and PowerPoint.
- Strong quantitative, financial modeling, and presentation skills.
- Excellent written and verbal communication abilities.
- Strong attention to detail and commitment to accuracy.
- Ability to manage multiple projects and meet deadlines in a fast-paced environment.
- Demonstrated interest in municipal finance and public sector capital markets.
Preferred Qualifications
- Coursework or experience related to public finance, fixed income markets, economics, or governmental accounting.
- Exposure to municipal bond financing structures and credit analysis.
- Familiarity with Bloomberg, Capital IQ, DBC Finance, MuniOS, or similar financial platforms. Progress toward CFA, Series 52, Series 63, or other relevant securities licenses is a plus.
Salary Range of $110,000-$125,000
#LI-DNI
See All 60 Investment Jobs in Florida
Find roles in Florida that match your experience and apply in just a few clicks.
Find Investment JobsInvestment Jobs by City in Florida
Where Florida roles are concentrated, by current openings.
Investment Job Market in Florida
A snapshot from current Florida openings, updated as new roles post.
Who's Hiring
- JPMorganChase11
- Truist5
- Fisher Investments5
- Portage Point Partners4
- Bank of America3
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Construction & Real Estate
- Fintech
- Automotive
What Florida Employers Look For
The qualifications that appear most often in investment jobs across Florida.
- Active FINRA Series 65 or Series 66 license required or expected upon hire
- Bachelor's degree in finance, economics, accounting, or a related quantitative field
- Two or more years of experience in portfolio management, financial analysis, or client advisory
- Proficiency in Bloomberg Terminal, FactSet, or comparable institutional investment platforms
- CFA designation completed or actively in progress preferred for senior and analyst roles
- Strong understanding of SEC regulations and Florida-specific investment adviser registration rules
Investment Jobs in Florida: Frequently Asked Questions
How do you become a investment in Florida?
To work as an investment professional in Florida, you typically need a bachelor's degree in finance, economics, or a related field and must pass the relevant FINRA licensing exams, most commonly the Series 65 for investment advisers or the Series 7 combined with Series 66 for broker-dealer roles. Investment advisers managing assets must register with the Florida Office of Financial Regulation or the SEC depending on assets under management. The CFA designation significantly strengthens candidacy for portfolio and research roles.
Which companies hire investments in Florida?
Florida investment roles are posted by JPMorganChase, Truist, and Fisher Investments and others right now, based on current listings on Migrate Mate as of September 2026. Florida's concentration of high-net-worth retirees and growing private equity activity means wealth management firms, regional banks, and insurance-linked investment divisions are among the most consistent hirers statewide.
Which Florida cities have the most investment jobs?
Jacksonville, Tampa, and Miami lead Florida for investment job openings. Miami anchors the list as home to a dense cluster of asset managers, hedge funds, and international private equity firms, while Tampa's financial services corridor and Orlando's growing corporate headquarters presence drive openings in those metros, including positions at regional banks and insurance companies with significant investment operations.
Are there remote investment jobs in Florida?
Yes, and more than most fields. About 53% of investment openings tied to Florida are remote or hybrid as of September 2026, reflecting how much analytical and advisory work can be done off-site. Research analyst, financial modeling, and portfolio reporting roles tend to offer the most remote flexibility, while client-facing wealth management and relationship manager positions generally require in-person presence.
How can I get hired as a investment in Florida with little or no experience?
The most realistic entry path is through a financial analyst rotational program or a junior associate role at a Florida regional bank or wealth management firm. Raymond James, based in St. Petersburg, and Regions Financial in Tampa run structured associate programs that accept candidates without deep investment experience. Completing the CFA Level I exam before applying signals commitment and gives a measurable edge. Entry roles in operations, trading support, or client service at brokerage firms also offer a direct path into investment-track positions.
Where can I find and apply to investment jobs in Florida?
You can find and apply to investment jobs in Florida on Migrate Mate, which lists current Florida openings updated regularly. Search the available roles, find the ones that match your experience and target market, and apply directly through each listing.
See All 60 Investment Jobs in Florida
Find roles in Florida that match your experience and apply in just a few clicks.
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