- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Profile Summary** Play a pivotal role in evaluating and executing investment opportunities within the financial advisory sector, deploying Raymond James' capital ... branch financials and firm valuations, conducting due diligence, managing the investment pipeline, monitoring investment and maximizing long-term value.… more
- JPMorgan Chase (West Palm Beach, FL)
- **Intro marketing language** The Private Equity Group ("PEG") of JP Morgan Investment Management Inc. is one of the longest-standing global private equity programs ... New York, West Palm Beach, London, Hong Kong and New Delhi. The investment program includes primary, secondary, and co- investment opportunities. **Job Summary**… more
- Deloitte (Jacksonville, FL)
- …you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.? ... accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of accounts by… more
- Deloitte (Miami, FL)
- Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax ... in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will identify complex tax issues and provide tax… more
- The Hertz Corporation (Estero, FL)
- …initiatives to drive business growth and brand impact. Own media investment strategy, ensuring optimal budget allocation, efficiency, and performance in alignment ... providing executive-level insights. **A Day in the Life:** Shape the media investment strategy, aligning marketing objectives with business goals to maximize ROI.… more
- Bank of America (Pensacola, FL)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Under very limited supervision, the Senior Associate of Alternative Investment Operational Due Diligence utilizes specialized knowledge and skills obtained ... work experience and formal training to develop and maintain an alternative investment operational due diligence program designed to provide high net worth clients… more
- Raymond James Financial, Inc. (Lakewood Ranch, FL)
- …practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional ... scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital. + Helps… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset ... Solutions (GWS) provides a leading platform delivering customized planning and investment solutions, investment thought leadership, and strategy. GWS offers… more
- Citigroup (Miami, FL)
- …analysis for their target markets. PCs identify, conceptualize, and implement new investment products for highly specialized market segments and drive sales during ... with their assigned Financial Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth's high net worth clients. A PC… more
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