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Investments Manager Jobs in Florida (NOW HIRING)

Investment Manager

Miami, FL · On-site

$220K - $350K/yr

Own overall suitability and appropriateness of all investments for the client; ensure that all corresponding checks are performed * Collaborate with the relationship manager on account behavior and ...

Investment Manager

Miami, FL · Hybrid

$220K - $350K/yr

Own overall suitability and appropriateness of all investments for the client; ensure that all corresponding checks are performed * Collaborate with the relationship manager on account behavior and ...

Overview Ocean Bank is seeking an experienced Investment Sales Manager to lead and grow the investment sales function within Ocean Financial Services and the Wealth Management Division. This role is ...

Investment Sales Manager

Miami, FL · On-site

$120 - $180/hr

Overview Ocean Bank is seeking an experienced Investment Sales Manager to lead and grow the investment sales function within Ocean Financial Services and the Wealth Management Division. This role is ...

New

Director of Investments

Lakeland, FL · On-site

$150 - $200/hr

Lead and manage Investment Managers and Analysts. * Oversee workflows, performance evaluations, and professional development. * Foster a high‑performing, disciplined investment culture aligned with ...

Investments Associate

Boca Raton, FL · On-site

$95 - $130/hr

Kayne Anderson Real Estate is a leading real estate investment firm, managing approximately $21 billion in assets across opportunistic equity, core equity, and real estate debt, with sector expertise ...

New

Fisher Investments is a global, growth-oriented investment management organization established over 45 years ago. Our core business is providing discretionary investment management services to both ...

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Showing results 1-20

Investments Manager information

See Florida salary details

$44.1K

$95.5K

$172.3K

How much do investments manager jobs pay per year?

As of Sep 4, 2026, the average yearly pay for investments manager in Florida is $95,466.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,800.00 and $120,700.00 per year, depending on experience, location, and employer.

What does an investments manager do?

An Investments Manager is responsible for overseeing investment portfolios, analyzing financial data, and making decisions to maximize returns while managing risk. They research market trends, evaluate investment opportunities, and recommend strategies to clients or organizations. Their work often involves asset allocation, monitoring portfolio performance, and ensuring that investments align with the client's financial goals and risk tolerance. Investments Managers may work for banks, investment firms, or large corporations, and often interact with analysts, clients, and other financial professionals.

What are the key skills and qualifications needed to thrive as an investments manager, and why are they important?

To thrive as an Investments Manager, you need strong analytical skills, financial modeling expertise, and a background in finance or economics, often supported by a bachelor's or master's degree and certifications like CFA. Familiarity with portfolio management software, Bloomberg terminals, and risk assessment tools is essential. Excellent communication, decision-making, and leadership skills set top performers apart in this role. These capabilities are crucial for making informed investment decisions, managing client portfolios, and achieving strong financial returns.

How does an investments manager typically collaborate with other departments within a financial organization?

Investments Managers frequently work cross-functionally, collaborating with teams such as research analysts, risk management, compliance, and client relationship managers. They rely on research teams for market insights, coordinate with risk managers to assess and mitigate portfolio risks, and work closely with compliance to ensure adherence to regulations. Regular communication with client-facing teams also helps align investment strategies with client goals. This collaborative approach ensures well-informed investment decisions and effective portfolio management.

What is the difference between Investments Manager vs Financial Analyst?

AspectInvestments ManagerFinancial Analyst
Required CredentialsCFP, CFA, or similar certifications often preferredCFA, CPA, or related finance degrees common
Work EnvironmentAsset management firms, banks, investment companiesCorporations, banks, consulting firms
Employer & Industry UsageFocus on managing investment portfolios and client assetsFocus on analyzing financial data and supporting investment decisions

Investments Managers primarily oversee investment portfolios and client assets, requiring certifications like CFA. Financial Analysts focus on analyzing financial data to support investment decisions. While both roles work in finance, Investments Managers have a broader client-facing and portfolio management focus, whereas Financial Analysts concentrate on data analysis and reporting.

How much do investments managers make?

Investments managers typically earn a median annual salary of around $85,000 to $150,000, depending on experience, location, and the size of the firm. Senior or specialized investment managers can earn significantly higher, often exceeding $200,000 including bonuses and incentives. Compensation often includes performance-based bonuses and may require professional certifications like the CFA.

How much money do investments managers make?

Investments managers typically earn a median annual salary of around $85,000 to $150,000, with experienced professionals and those in senior roles earning significantly more, often exceeding $200,000. Compensation can include bonuses, commissions, and profit-sharing, especially in asset management firms or hedge funds. Salaries vary based on experience, location, firm size, and performance metrics.

What are the most commonly searched types of Investments jobs in Florida?

The most popular types of Investments jobs in Florida are:

What cities in Florida are hiring for Investments Manager jobs?

Cities in Florida with the most Investments Manager job openings:

Infographic showing various Investments Manager job openings in Florida as of August 2026, with employment types broken down into 87% Full Time, 12% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $95,466 per year, or $45.9 per hour.

Full-time

Re-posted 3 days ago


Key responsibilities

  • Analyze investment portfolio performance, including returns, risk metrics, asset allocation, and positioning relative to benchmarks and product objectives.

  • Act as the primary point of contact with external investment partners, including reviewing and challenging investment strategies, performance results, and portfolio positioning.

  • Provide oversight and supervision of middle office investment operations, ensuring accurate execution, reconciliation, and record-keeping.


Job description

ABOUT US

VUMI® is an international health insurance company offering exclusive major medical insurance products and VIP medical services to private and corporate clients worldwide. VUMI® products are designed to give you unique benefits and extensive global coverage. Most importantly, VUMI® gives you peace of mind – you’ll be covered at all times – anywhere in the world.

VUMI® has operational offices around the world and employs more than 550 multinational professionals

POSITION SUMMARY

The Investment Manager is responsible for the analysis, monitoring, and oversight of the company’s investment portfolio, ensuring alignment with strategic objectives, risk parameters, and product requirements.


This role serves as the primary internal interface with external investment partners, including The Bahnsen Group, and is accountable for evaluating portfolio performance, reviewing investment positioning, and ensuring consistency between investment strategy and product design.


The Investment Manager also provides oversight of middle office investment operations, ensuring that trade execution, reconciliation, and portfolio records accurately reflect investment decisions and activity.


In the start-up phase of the Life & Investment Division, this role plays a key part in establishing the investment governance framework, performance monitoring processes, and reporting structures required for the September 2026 launch, ensuring transparency, control, and alignment across all investment activities.


ESSENTIAL FUNCTIONS

The essential functions include, but are not limited to the following:


  • Portfolio Analysis & Performance Monitoring
    • Analyze investment portfolio performance, including returns, risk metrics, asset allocation, and positioning relative to benchmarks and product objectives. 
    • Monitor portfolio composition and investment strategies to ensure alignment with risk profiles, benchmark adherence, product design, and regulatory requirements. 
    • Identify trends, risks, and opportunities, providing insights and recommendations to senior management. 
  • External Investment Partner Management
    • Act as the primary point of contact with external investment partners, including the external asset management advisor.
    • Review and challenge investment strategies, performance results, and portfolio positioning. 
    • Coordinate reporting, performance reviews, and periodic investment discussions with external managers. 
  • Investment Governance & Oversight
    • Ensure that investment activities are executed in accordance with approved mandates, guidelines, and internal governance frameworks. 
    • Support the development and maintenance of investment policies, guidelines, and monitor the Open Architecture individual portfolios performance.
    • Provide input into Investment Committee discussions and materials. 
  • Middle Office Oversight & Operational Alignment
    • Provide oversight and functional supervision of middle office investment operations, ensuring accurate execution, reconciliation, and record-keeping. 
    • Ensure alignment between investment decisions and operational execution, including trade processing and portfolio updates. 
    • Serve as a backup resource for middle office functions when required. 
  • Reporting & Decision Support
    • Prepare investment reports, dashboards, and analysis for senior management, Finance Director, and Investment Committee. 
    • Support financial planning, product development, and actuarial analysis with investment-related insights. 
  • Innovation & Analytical Tools
    • Leverage advanced analytical tools, including Excel and AI-enabled methodologies, to enhance investment analysis, reporting, and decision support. 
    • Support the development of structured prompts or analytical frameworks to improve efficiency in portfolio analysis and reporting.


KEY PERFORMANCE INDICATORS (KPIs)

  • Portfolio Performance Monitoring: Accuracy and timeliness of performance analysis and reporting. 
  • Risk Oversight: Identification and management of portfolio risks and deviations from strategy. 
  • Partner Management Effectiveness: Quality of interaction and oversight of external investment managers. 
  • Operational Alignment: Consistency between investment strategy and operational execution. 
  • Reporting Quality: Clarity, accuracy, and usefulness of investment reports and insights. 
  • Governance Compliance: Adherence to investment policies, mandates, and internal controls.


MINIMUM QUALIFICATIONS

  • Bachelor’s degree in Finance, Economics, Investments, or a related field; CFA or progress toward CFA strongly preferred.
  • 5–8 years of experience in investment management, portfolio analysis, or asset management oversight.
  • Strong understanding of portfolio construction, asset allocation, and investment risk analysis.
  • Experience working with external asset managers, advisors, or investment platforms.
  • Familiarity with investment reporting, performance measurement, and benchmarking.
  • Advanced proficiency in Excel; experience with analytical tools and data platforms preferred.
  • Strong analytical, critical thinking, and communication skills.
  • Ability to operate at both strategic and operational levels.


WORKING CONDITIONS

The following job-related working conditions are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential function. 

 

WORK ENVIRONMENT

The role primarily operates in an in-door, climate-controlled office setting working in close proximity to others. Noise level in the work environment is low to moderate. Light level provides adequate brightness for reading, computer work, and other tasks without causing glare or strain.

 

PHYSICAL DEMANDS 

The job primarily involves sedentary work with prolonged periods sitting at a desk. While performing the duties of this job, employees may occasionally be expected to:

  • exert up to 10 pounds of force and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects.
  • operate standard office equipment such as copiers, computers, telephones, printers, etc.

 

TRAVEL

Minimal to no travel required


SAFETY HAZARD OF THE JOB 

Minimal Hazards including potential ergonomic risks from prolonged sitting or repetitive motions.


LEADERSHIP COMPETENCIES

  • Investment Analysis & Portfolio Insight
  • Strategic Thinking & Risk Awareness
  • External Partner Management
  • Operational Oversight & Alignment
  • Analytical Rigor & Data-Driven Decision Making
  • Cross-Functional Collaboration
  • Adaptability in Start-Up Environments


EEO STATEMENT

VUMI Group is an equal opportunity employer. We celebrate diversity and are committed to an inclusive environment for all employees.


NOTE

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are subject to possible modification to reasonably accommodate individuals with disabilities. The requirements listed in this job description are the minimum levels of knowledge, skills, or abilities necessary. This job positing does not create an employment contract, implied or otherwise, other than an “at will” relationship