- Lincoln Financial (Tallahassee, FL)
- …opportunity. **Requisition #:** 74762 **The Role at a Glance** The Analyst, Investment Accounting Trade Operations will provide timely and accurate more complex ... investment data and investment accounting for the General Account Invested Assets on a Statutory, GAAP, Management and Tax basis. They will be responsible to… more
- Lincoln Financial (Tallahassee, FL)
- …a Glance** We are excited to bring on a **Regulatory GAAP and Statutory Investment Reporting Analyst** to support the Investment Accounting and Reporting Team. ... gain experience in a wide array of areas including financial reporting, investment accounting, financial analysis, amongst other valuable skills. The team consists… more
- Citigroup (Miami, FL)
- The role of the Investment Associate is to support Investment Counselors in their role of delivering investment solutions to clients. The position focuses on ... servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior team members to deliver investment … more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when ... industry and company research by collecting, organizing data, writing investment -related research reports, and creating/ maintaining financial models. Regular… more
- Truist (Tampa, FL)
- …States of America) **Please review the following job description:** The Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth Advisors to ... deliver Investment Management Services to new High Net Worth ($5+MM...peers and co-workers for advice and assistance relating to investment expertise and client solutions. ESSENTIAL DUTIES AND RESPONSIBILITIES… more
- Citigroup (Miami, FL)
- The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the US. **Responsibilities:** + … more
- Navy Federal Credit Union (Pensacola, FL)
- …and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a ... registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume… more
- JPMorgan Chase (Jupiter, FL)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...to meet their financial needs. As a Private Client Investment Associate in JPMorgan Wealth Management, you will have… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Develop and implement corporate strategy to drive growth, optimize investment performance, and expand distribution networks. + Lead investment ... and distribution strategy, identifying new channels and opportunities for investment product placement with financial advisors, institutions, and wealth platforms.… more
- Deloitte (Tampa, FL)
- …you a strategic thinker with first-hand knowledge of the private equity and investment management industries? Do phrases like "cross border investment advisory" ... questions, you should consider a career in Deloitte's International Private Equity and Investment Management practice. What You'll Do As a Manager, you will work… more