- Raymond James Financial, Inc. (St. Petersburg, FL)
- …corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset ... recommended risk rating. + Attend executive level meetings including the weekly Investment Committee meeting and the monthly Watch or Worse meeting (discussion on… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the firm's goal of delivering a menu of high-quality private markets investment opportunities to private wealth clients, with a particular focus on operationalizing ... to drive referral agreement negotiations and operationalizing of private market investment opportunities. Supports the broader private markets platform by reviewing… more
- Truist (Tampa, FL)
- …Divisional Supervisors tasked with supervisory oversight and monitoring of the firm's Investment Advisory business. Assist with escalated items as requested from the ... training for team as needs are identified. + Supervisory responsibility for Investment Advisory accounts. Utilize multiple systems to ensure compliance with firm… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset ... The Summer Intern will gain an understanding of various accounting and finance functions performed by the Finance /Accounting department team and the… more
- Cherry Bekaert (Tallahassee, FL)
- …financial closings + Designing and composing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner + Other ... + 3+ years of professional/industry experience in grant writing, community development finance , tax credit finance or CDE/CDFI Lending + Strong written… more
- Chewy (Plantation, FL)
- …motivated, analytical, and enthusiastic **Sr.** **Financial Analyst** to join our Commercial Finance Chewy Brands team! Combining an understanding of finance , ... to evaluate overall business performance + Work cross-functionally with the broader Finance team, the Merchandising team, Product team, Marketing, Supply Chain, and… more
- BMO Financial Group (Tampa, FL)
- …have significant contacts among typical Asset Based Lending referral sources such as investment banks (ie debt advisors), private equity sponsors (who tend to focus ... and revenues for the bank via multiple sources of business including investment banks, private equity sponsors, and non-sponsor owned private and public companies… more
- NextEra Energy (Juno Beach, FL)
- …energy - NextEra Energy. The group is responsible for engaging with the investment banks and counterparties during the deal process in order to negotiate terms ... complex transactions + Manage relationships with key external stakeholders, including investment banks, legal advisors, and regulators + Provide strategic insights… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and ... differences + Trust Code of New Hampshire and/or other applicable states. + Finance and Accounting. + Concepts, practices, and procedures of income tax. + Concepts,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …strategies. + Maintain a comprehensive understanding of the unique investment management offerings (strategy and allocation; institutional fiduciary services; ... **Knowledge of** + Advanced concepts of private wealth management planning; investment management; and specialized products. + Advanced principles of banking, trust… more