- Truist (Orlando, FL)
- …enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst . (CFA), ... the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent… more
- City National Bank (Tallahassee, FL)
- …Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly ... THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale...Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the… more
- American Express (Sunrise, FL)
- …Product Management and Lending (PML) organization has been created to evolve our portfolio and transform the way we meet customers' borrowing needs in an evolving ... landscape. Within PML, the US Insurance Team owns a portfolio of No Additional Charge (NAC) and fee-based insurance...customer and competitor + Lead, coach and develop an Analyst **Minimum Qualifications** + 5 years product management experience,… more
- Ford Motor Company (Tallahassee, FL)
- …for increased Ford and Lincoln Protect program penetration. + Collaborate with the Portfolio Analyst to complete analysis of dealership operations and ... metrics and TSA data with appropriate dealer personnel to review volume, share, portfolio performance, wholesale handling and financial condition. + Work with… more
- Public Consulting Group (Tallahassee, FL)
- …of education promote student success, improve programs and processes, and optimize financial resources. We work with clients to ensure all students have what ... Learning Solutions + Data Systems + IT Solutions + Financial Solutions + Equity in Education + Equitable Education...each day across the United States. The Technical Business Analyst Supervisor is an influential position within a team… more
- CBRE (Tallahassee, FL)
- …evaluation and support the execution of real estate transaction activities and financial reporting for a defined portfolio of commercial properties. **What ... defined procedures and processes under close supervision and guidance. **Transaction Analyst ** **About the Role** As a CBRE Transaction Management Analyst… more
- Southern Glazer's Wine and Spirits (Miami, FL)
- …education and related experience + 5+ years' experience preferred in a corporate business/ financial analyst role + Ability to clearly synthesize and analyze data ... for SGWS Supplier Development & Management (SDM) executives overseeing a select portfolio of suppliers 2. Supplier Onboardings and Transitions -Partner with Office… more
- Carnival Cruise Line (Miami, FL)
- …implement, and manage compensation initiatives. The Manager will also oversee an analyst who will support the administration and analysis of equity compensation ... information. Leadership: + Oversee and mentor the equity compensation analyst , providing guidance and support in their role. For...company paid term life insurance and disability coverage + Financial Benefits: + 401(k) plan that includes a company… more
- Carnival Cruise Line (Miami, FL)
- …requirements. This position is responsible for a complex application portfolio . **Essential Functions:** + **Software Development:** Collaborate with team members ... to ensure scalability, performance, and reliability. + Collaborate with Business Analyst and Software Architects to analyze user requirements and application design… more
- Citigroup (Tampa, FL)
- …regulatory landscape, emerging technologies, and business needs. The Lead Analyst partners closely with business stakeholders, product managers, and engineering ... + Makes strategic trade-off decisions across multiple products within the portfolio . + Develops business and platform requirements for individual components or… more