- Fisher Investments (Anna Maria, FL)
- …provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment ... income Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and… more
- Creative Financial Staffing (Tampa, FL)
- …approach. They are currently looking for a dynamic and visionary Chief Financial Investment Officer (CFIO) to lead their financial strategy and investment ... and financial management. Key Responsibilities for the Chief Financial Investment Officer: Strategic Financial Leadership: Develop and implement financial strategies… more
- Public Storage (Orlando, FL)
- …us become an S&P 500 industry leader, the country's largest real estate investment trust (REIT), and the most recognizable name in self-storage.The Real Estate ... to support data-driven insights and drive continuous process improvements to our investment decision-making. The role will require strong acumen in working with a… more
- Everence (Sarasota, FL)
- …processes. Acquire and maintain a strong working knowledge of all Everence investment and insurance products, paperwork, and the systems for processing workflow. ... Prepare investment reviews. Acquire and maintain a strong working knowledge...through the Broker Dealer compliance system. Maintain current forms, investment materials, and compliance records. Prepare and assemble materials… more
- Creative Financial Staffing (Orlando, FL)
- …Chart of Accounts, and monthly close within the ERP system. Cash and Investment Management: Maintain banking and investment manager relationships, monitor cash ... and investment balances, and ensure compliance with investment policies. Process Improvement: Streamline procedures and processes within the finance organization… more
- Amerant Bank (Miramar, FL)
- …financial loss may exists.Monitor securities settlements for the bank's proprietary investment and trading portfolios.Reconcile the bank's proprietary investment ... and trading portfolios.Reconciles Cashier checks accounts and monitors for Fraud.OTHER PRINCIPAL ACTIVITIES:Prepare reports as requested by supervisor.Other duties as required.Minimum Education and/or Certifications Requirements:Associate's Degree in business… more
- Lennar Homes (Miami, FL)
- …who's primary role will be to work with management to obtain Corporate Investment Committee approval for real estate acquisition and to work with consultants to ... is completed prior to expiration of investigation period. Draft Corporate Investment Committee presentation and reports to obtain land acquisition approval. Create,… more
- MCKINLEY COMPANIES (Winter Park, FL)
- …operations are in Michigan and Florida!We are well-regarded in all aspects of investment real estate. Our accolades are prominently displayed on our website for you ... to check out. Most importantly, we achieved this status by going above and beyond to create the best possible experience for our customers and employees.We value collaboration, creativity, and meet the highest expectations while having fun doing so. We wake up… more
- MCKINLEY COMPANIES (Orlando, FL)
- …operations are in Michigan and Florida!We are well-regarded in all aspects of investment real estate. Our accolades are prominently displayed on our website for you ... to check out. Most importantly, we achieved this status by going above and beyond to create the best possible experience for our customers and employees.We value collaboration, creativity, and meet the highest expectations while having fun doing so. We wake up… more
- Amerant Bank (Coral Gables, FL)
- …service to the bank's affiliated broker dealer and registered investment advisor.Responsibilities:Middle Office Liaison for the front office between Pershing, ... counterparties, and internal departments on all pertaining matters.Assist with daily and monthly reconciliations for the Trust department.Performs a variety of operational tasks for the AMTI TSMO area, including processing updates to client accounts and… more
