Data Investment Banking Jobs in Florida

Interpret data and provide actionable insights to guide investment strategies and portfolio management.

Collaborate with the CIO to provide data-driven insights and recommendations for investment strategies, asset allocation, and risk management.

Stay up-to-date with industry trends, financial regulations, and technological advancements relevant to data analysis in investment management.

Strong understanding of financial markets, investment concepts, and portfolio management.

Seek opportunities for professional development to enhance both analytical and domain knowledge.

Bachelor's degree in Finance, Economics, Statistics, Mathematics, or a related field. Master's degree preferred.

Excellent verbal and written communication skills

Initial responsibilities shall be to support senior investment bankers in executing client mandates as follows:

Resiliency with a 'never give up" attitude

Strong interest in a career in Investment Banking

We will consider senior-level students in regional Miami universities or recent graduates

Fluency in Spanish is a plus

Excellent verbal and written communication skills

Initial responsibilities shall be to support senior investment bankers in executing client mandates as follows:

Resiliency with a 'never give up" attitude

Strong interest in a career in Investment Banking

We will consider senior-level students in regional Miami universities or recent graduates

Fluency in Spanish is a plus

Minimum requirements and experience for Banking Data Analyst the job is:

Partner closely with end users to understand and document requirements of change

Manage internal and end user testing of changes and collecting sign off documentation.

Keeping Software Development Life Cycle tracking tickets up to date with requirements, testing evidence and sign offs

College degree & 4+ years’ experience

Experience delivering multiple projects concurrently.

• Monitor the Structured Finance loans participating in follow ups calls with Borrowers and Agent Banks

• Assist Manager on any specific request or project assigned to the Department

• Excellent communication and presentation skills as well as ability to work collaboratively in a team environment

• Analyze Borrowers compliance certificates and financial reports

• Provide support to other teams to solve questions with respect to any loan of the portfolio

• Assist with the CRE & Hospitality loan disbursement process (construction loans)

Sound knowledge of Investment Banking products (Cash and Derivative products)

Sound knowledge of the Trade Lifecycle

Good knowledge on query language (SQL)

Good knowledge on analytic tools (Qlik, Tableau8, Power BI)

Obtain, model, and maintain commission / brokerage agreements entered into by client business in our software solution.

Monitor market volumes (TCADV) and client volumes to determine which pricing tiers qualifies for each month.