- Insight Global (Orlando, FL)
- …to their Fund Order Processing Team. This team sits within the Alternative Investment Services space, doing client processing within Fund of Hedge Fund ... Custody, and is dedicated to processing fund of hedge fund investments on behalf of its clients and providing client reporting. This candidate will serve as a… more
- Citigroup (Miami, FL)
- …consistently high quality banking, credit, trust, fiduciary, capital markets and investment services to target market clients + Strengthen private banking ... transactions with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and compliance standards… more
- MyFlorida (Tallahassee, FL)
- …of daily cash analysis and preparation of transactions for data entry such as investment or disinvestment of funds from general and special purpose accounts. + ... for basic life insurance + Employer contributions to the Pension Plan or Investment Plan; contribution levels will vary based upon Pay Plans. GENERAL POSITION… more
- Raymond James Financial, Inc. (FL)
- …due diligence on the current and potential Raymond James Consulting Services (RJCS) investment managers and Freedom (mutual fund and ETF) managers. Routine ... work with the Due Diligence Officers. Will communicate daily with outside investment managers, the Asset Management Services (AMS) sales force and Financial… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …trading support to financial advisors and responds to inquiries regarding fund suitability, products and services. + Establishes and maintains periodic orders. ... conversions, works with both internal and external departments and funds companies to ensure successful conversions. + Ensures that...conversions. + Ensures that all the varied and complex fund family rules and procedures are adhered to, and… more
- Deloitte (Jacksonville, FL)
- …effective state tax and compliance solutions for a diverse client base in the investment management industry including private equity funds , hedge funds , ... Are you a strategic and creative Multistate Tax Investment Management professional who loves solving complex state and local tax issues? If you are ready to make a… more
- Bank of America (Pembroke Pines, FL)
- …them achieve their financial goals; Conduct clientreviews/presentations,including a review of investment goals and recommended products such as stocks, bonds, mutual ... funds , banking, and managed money solutions. This role is...must have a strong understanding of core banking and investment solutions. With demonstrated success, you have unlimited career… more
- MyFlorida (Tallahassee, FL)
- …I's for the Legislative Budget Request and reconciliation of the Inter and Intra fund transfers completion of the Form 3 process and review of the Trial Balance. ... codes.. + Preparation of monthly budget projections. + Process request for investment and liquidation of investments as requested. Update and reconcile spreadsheet… more
- Banco Popular Puerto Rico (Miami, FL)
- …to investment activities. Examples include: Securities, Annuities, Life Insurance, Funds Flow Analysis, Investment Operations, and application of rules and ... currently searching for a Financial Consultant Associate with strong investment sales experience to join our dynamic Popular ...investment sales experience to join our dynamic Popular Investment team! This is a commission based position only.… more
- Cherry Bekaert (Tallahassee, FL)
- …record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, strategic planning ... unemployment rates as high as 31.2%. About The Innovate Fund (TIF): TIF serves the state of Georgia, North...+ Designing and reviewing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner… more