- SHI (Tallahassee, FL)
- …need to thrive - in our offices or yours.** **Job Summary** The FinOps Analyst is an entry-level, non-customer-facing role designed to support the delivery of FinOps ... data analysis, reporting, and internal support for FinOps Consultants. The Analyst will work closely with internal teams-including engineering, finance, and ITAM-to… more
- Regions Bank (Clearwater, FL)
- …related items in a timely fashion including but not limited to: Investment Reviews, Asset Allocation Flags, and other risk reports + Execute the Regions Client ... into the careers section of the system. **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Reviews and Retrospectives. + Synthesizes client/prospect account data to develop customized portfolios/ asset allocation proposals in order to aid testing in ... lower development environments. + Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail as well as develop, implement and communicate new procedures, products, and portfolio… more
- C&S Wholesale Grocers, Inc. (Miami, FL)
- …industry and consumer trends, product market performance, and space-to-sales allocation . + Utilizing shopper insights to make macro-planning decisions regarding ... ensuring process adherence and proper outputs. + Ensuring key information and asset management resources are fully engaged and current. + Managing and executing… more
- Truist (Orlando, FL)
- …the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies. 3. Keep abreast of changing ... of a broad range of personal financial planning/advisory/insurance and investment management/ asset allocation concepts and understanding of retail credit and… more
- City National Bank (Tallahassee, FL)
- …knowledge of portfolio management, including knowledge of investment techniques and asset allocation , investment research, capital market behaviors, and ... travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and… more