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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Location:
4211 West Boy Scout Blvd Suite 570, Tampa FloridaAbout the Business
KeyBank is committed to growing their established National Affordable Housing Platform through their Community Development Lending & Investment group (CDLI). CDLI’s mission is to help clients and communities thrive by providing capital solutions for affordable housing and community development projects nationally.
About the Job
This is a great opportunity for an experienced Sr Relationship Manager who is assertive, possesses a strong initiative and works well collaboratively to drive innovative and complex balance sheet loans and permanent debt production with a primary focus on the affordable housing industry.
Essential Job Functions
- Maintain relationships with high profile clients and prospects, organizations and agencies involved in the affordable housing industry.
- Originates affordable housing multi-family capital transactions with both existing and new clients.
- Negotiate, secure and structure transactions to ensure that projects meet the appropriate risk profile of KeyBank.
- Create an approach to cross-sell all aspects of financial solutions and bank products to clients.
- Work collaboratively with an expert sales team to tailor enterprise-wide solutions for clients.
- Work with a team to obtain and analyze due diligence items including sponsor financials, project budgets, proformas and tax credit documentation.
- Coordinate underwriting and closing processes with clients, internal partners, counsel and others with a focus on client experience.
- Partner effectively with Credit Officers and underwriting teams in connection with credit decisioning, closing, funding and risk mitigation.
- Work collaboratively within the organization to maintain appropriate credit profiles for new and existing loans.
- Work to ensure CRA needs are exceeded in targeted markets.
- Ensure Key’s moderate risk profile is met in all activities.
- Build and maintain strong, long-term relationships with clients and prospects and serve as a primary point of contact for financing and banking needs.
- Identify new business opportunities and market trends within the assigned territory and develop strategic plans to grow market share and client engagement.
- Collaborate with legal, compliance, capital markets and servicing partners to deliver seamless client solutions.
- Ensure all transactions and client interactions are accurately documented and comply with internal policies and external regulations.
- Actively participate in industry conferences, workshops and community boards and committees.
- Perform other duties as assigned.
- Comply with all KeyBank policies and procedures, acting professionally and ethically at all times.
Required Qualifications
- Bachelor's degree in a related field with experience in affordable housing lending and investment or commercial real estate lending.
- Experience implementing creative selling and innovative problem-solving techniques.
- Proven ability to drive business development efforts individually and as part of a team.
- Broad understanding of multifamily lending, LIHTC investments, tax exempt bond financing and government loan programs.
- Demonstrated proficiency in financial statement analysis, project feasibility assessment and investment return analysis.
- Strong negotiation and deal structuring skills.
- Knowledge of the real estate development lifecycle.
- Risk assessment and mitigation experience.
- Understanding of Community Reinvestment Act and related programs.
Preferred Qualifications
- 5-10 years' experience in affordable housing lending or commercial real estate lending.
- Recognition as an affordable housing industry expert.
- Strong leadership and stakeholder management skills.
- Knowledge of affordable housing market trends and regulations.
Core Competencies
All KeyBank employees are expected to demonstrate Key Values and abide by the Code of Conduct.
Physical Demands
General office environment; prolonged sitting; frequent PC use; occasional lifting up to 10 lbs.
Travel
Occasional travel including overnight stays.
Driving Requirements
Ability to routinely operate a motor vehicle with a valid driver license.
Work Location Category
Hybrid (Sales)
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $116,000.00 - $216,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 11/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
#LI-Hybrid
See All 87 Investment Jobs in Florida
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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
- JPMorganChase12

- Fisher Investments5

- Marcus & Millichap4

- Portage Point Partners4

- Siemens Energy3

Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- 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, Fisher Investments, and Marcus & Millichap and others right now, based on current listings on Migrate Mate as of November 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?
Miami, Tampa, and Orlando 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 66% of investment openings tied to Florida are remote or hybrid as of November 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 87 Investment Jobs in Florida
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