- Bank of America (Plant City, FL)
- …achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual ... funds , banking, and managed money solutions; Engage and share...must have a general awareness of core banking and investment solutions. Required Skills: Series 7 & 66 must… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …platform by reviewing and coordinating service and distribution agreements for funds offerings made available through the alternative investment platform. ... 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… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …trading and operations. + Knowledge of products, including equities, ETFs, and Mutual Funds . + Financial markets and investment products and services. + ... work experience to review and apply model portfolio overlays on Mutual Fund /ETF (MF/ETF) managed account platforms using exchange-traded products. You will be… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …products. + Discusses and explains industry trends and identify appropriate investment opportunities. + Distributes fund information, press releases, and ... specialized training to communicate assigned product information, analysis, and investment solutions to financial advisors/brokers and agents. Also, assists in… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to evaluate proposed change orders, and verify whether design and cost support the investment objectives of the fund . + Assist with preconstruction investment ... professional team that provides expertise and analysis for affordable housing investment and asset management activities. For investments representing moderate risk… more
- Lincoln Financial (Tallahassee, FL)
- …as a member of the fiduciary investment committee that monitors the investment funds used to track deferred compensation liabilities, providing insights and ... administration of company-owned life insurance (COLI) policies, both hedging COLI and investment COLI. * Prepare annual imputed income for split dollar policies. *… more
- Truist (Orlando, FL)
- …with and/or manage restructuring professionals including legal counsel, financial advisors, investment bankers, and other relevant vendors playing a role in the ... assorted internal and external stakeholders including the Truist debt trading desk, investment banker coverage teams, leveraged finance and sponsor groups in an… more
- Truist (Tampa, FL)
- …Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive ... and answering of questions. 6. Maximize sales opportunities by contacting potential investment clients based on internal and bank leads. Use product and industry… more
- Deloitte (Tampa, FL)
- …specific to investment management, private equity, real estate and/or hedge fund clients? If you are ready to make a greater impact on organizations ... in a diverse and inclusive workplace The TeamDeloitte's Multistate Tax Services Investment Management group has more than 1,500 professionals worldwide and our… more
- Arena Investors LP (Jacksonville, FL)
- …*No more than 3 years related experience desired ideally in a leveraged finance investment banking capacity or direct lending/credit hedge fund role with formal ... Arena Investors, LP ("Arena") is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by… more