- KeyBank (Naples, FL)
- …(preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant (CPA) ... needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center...(preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD… more
- Truist (Jupiter, FL)
- …enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), ... personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset… 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 ... company research by collecting, organizing, and analyzing data, writing investment -related research reports, and creating/maintaining financial models.… more
- Regions Bank (Orlando, FL)
- … Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and ... for the acquisition of Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and… more
- NextEra Energy (Juno Beach, FL)
- … modeling skills **Preferred Qualifications** + Master's - Business Administration + Chartered Financial Analyst (CFA) NextEra Energy offers a wide range of ... and structuring of complex transactions + Build relationships with industry executives, investment banks, and financial advisors + Oversee financial … more
- Citigroup (Tampa, FL)
- …Analyst or related position performing quantitative analytics supporting financial services + Experience analyzing large datasets; applying mathematical, ... consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and… more
- Molina Healthcare (Tampa, FL)
- …The ideal candidate will have at least two years of experience as an analyst at an investment bank or similar firm. **Knowledge/Skills/Abilities** * Develop ... adhere to deadlines in a high-paced organization **PREFERRED EXPERIENCE:** + Prior analyst experience in investment banking strongly preferred + Healthcare… more
- CBRE (Tallahassee, FL)
- …Environmental Consultancy, Facilities Management, Health and Safety/Environment, Investment Management, Legal, Marketing, People/Human Resources, Project Management, ... security, and threat mitigation to safeguard commercial properties. + ** Analyst /Intelligence Specialist:** Experience in intelligence analysis, data interpretation, and… more
- Prime Therapeutics (Tallahassee, FL)
- …Forecasting Principal - Finance - Remote **Job Description** The Treasury Analyst Principal is responsible for developing, managing, analyzing, and delivering ... advance complex daily liquidity modeling and analysis to forecast future financial performance, analyze trends, and support strategic decision-making. + Prepare,… more
- JPMorgan Chase (Tampa, FL)
- …job offered or as Software Engineer, IT Consultant, Software Developer, IT Analyst , Systems Engineer, or related occupation. The employer will alternatively accept a ... job offered or as Software Engineer, IT Consultant, Software Developer, IT Analyst , Systems Engineer, or related occupation. Skills Required: This position requires… more