- WTW (Tampa, FL)
- …leave + Professional membership fee + Reward for exam success Graduates joining the Investment business are expected to study for CFA level 1, providing robust ... of transforming tomorrows. Join us and transform yours.** **The Business** The Investment business aims to create sustainable competitive advantage for clients in… more
- Truist (Fort Lauderdale, FL)
- …and the Investment Advisory Group (IAG) to assist in the delivery of Investment Management Services to clients in Truist Wealth who generally have $5mm+ in ... presentation skills as well as oral and written communication skills. + 2+ years of investment management / trading or related experience. + Ability to work on… more
- City National Bank (Tallahassee, FL)
- …and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based ... * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience...to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of… more
- Truist (Tampa, FL)
- … Manager 2 (IM) is responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth ($5+MM in AUM) clients ... portfolio management and client communication cycle. 7. Based on investment reviews with HNW clients, recommend, establish, monitor and adjust investment… more
- Regions Bank (Orlando, FL)
- …and teammates to identify and solidify new business opportunities focused on trust and investment management + Keeps abreast of trends and developments in the ... ( CFA ) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA) **Skills and Competencies** + Analytical,… more
- Arena Investors LP (Jacksonville, FL)
- Arena Investors, LP ("Arena") is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by ... Special Servicer, which provides mid and back office services, including asset management , to Arena Investors and external clients. Quaestor is looking to expand… more
- Deloitte (Jacksonville, FL)
- …in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of ... per year. The team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … Investment Group Product Approval Committee, comprised of senior management . + Conducting onsite due diligence for existing and prospective alternative ... supervision, the Alternative Investments Analyst utilizes knowledge of finance and investment concepts obtained through education and work experience in order to… more
- NextEra Energy (Juno Beach, FL)
- …complex analytical issues and distill them into simple to understand analysis for management decision making, communicating the key investment benefits and risks ... electric industry's transition to renewable energy. The role primarily includes investment valuation, financial due diligence, and providing expertise to support… more
- Deloitte (Miami, FL)
- …in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will identify complex tax issues and provide ... training. The team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address… more
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