- CDM Smith (Sarasota, FL)
- …technologies. * Manage intellectual property (IP) and research and development (R&D) investments : Review current data analytics projects, identify IP for ... also manages intellectual property (IP) and research and development (R&D) investments by reviewing current data analytics projects, identifying IP for protection,… more
- Deloitte (Miami, FL)
- …in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will identify complex tax issues and provide ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of both discretionary and non-discretionary products, ... model maintenance and performance tracking. + Servicing of alternative investments and foreign accounts, including setup and maintenance. + May participate in live… more
- JPMorgan Chase (Palm Beach Gardens, FL)
- …collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm ... + Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund… more
- NBC Universal (Orlando, FL)
- …and other strategic growth initiatives. Specific focus will be on investment analysis, market research and assessments, real estate evaluation, and executive-level ... and general market due diligence. + Build and manage investment analyses and financial models with a focus on...valuation of new business lines, expansion projects and capital investments . + Act as a thought partner and develop… more
- University of Miami (Medley, FL)
- …long-term cash and investment portfolios to maximize the return on investment while maintaining the safety of the investments .10. Establishes and ... analytics, and performance measurement to drive strategic decisions and identify opportunities. + Communication: Ability to influence others, articulate strategic… more
- Bethel Farms LLLP (Arcadia, FL)
- …for supporting the evaluation, execution, and integration of mergers, acquisitions, investments , and other strategic initiatives. This role requires a highly ... fit and synergy potential of acquisition targets * Prepare presentations and investment memoranda for senior leadership and board members * Conduct industry, market,… more
- Educational Testing Service (Tallahassee, FL)
- …worldwide. The Associate, ETS Capital will provide support for transactional investment activities across the business enterprise, with core activities including ... corporate strategy, competitive analysis, financial planning and investment management. The position will be part of the Corporate Development team and will work… more
- CVS Health (Tallahassee, FL)
- …is building a suite of new in-home and virtual health services to better identify chronic conditions, close gaps in care, and increase access to preventive care. We ... work closely with teams across product, operations, clinical, and finance to identify gaps for your assigned product portfolio & create innovative solutions to… more
- Citigroup (Tampa, FL)
- …monitoring are executed in a timely and compliant manner. **Process Improvement:** Identify and implement best practices to enhance the efficiency, accuracy, and ... standards, especially those impacting wealth management products such as investments , alternatives, funds, deposits, structured products, and advisory services etc.… more