- Raymond James Financial, Inc. (Clearwater, FL)
- …and via Zoom. + Research client and security information through the back office system . + Works both independently and with the team to provide support to the ... financial advisor . + With accuracy process client transactions per client...strategies. + General office practices, procedures, and methods. + Investment concepts, practices and procedures used in the securities… 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 ... and hands-on support. AMS helps our advisors simplify the investment management equation so that they can use their...team. Sales acts in two main capacities: 1) the advisor 's primary voice and resource at the home office,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and ... meetings, conference calls and seminar events. * Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other… more
- Anywhere Real Estate (Miami, FL)
- …+ **Strategic Sourcing & Evaluation** + Identify acquisition and investment opportunities aligned with Anywhere's strategic goals. + Build relationships ... and valuation scenarios (DCF, precedent transactions, public comps). + Prepare investment memos and present recommendations to executive leadership and board… more
- Citigroup (Tampa, FL)
- …complex system issues/problems through in-depth evaluation of business processes, systems and industry standards and recommends solutions + Support system ... products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As… more
- APTIM (Tampa, FL)
- …projects. This individual will serve as a technical leader, trusted client advisor , and key contributor to the evolution of APTIM's environmental and ESG-focused ... client business needs, evaluating competing configuration strategies, and contributing to detailed system design documentation + Manage or perform system setup,… more
- MUFG (Tampa, FL)
- …services team, including all lines of business (Global Corporate & Investment Banking, Finance, Risk, Compliance, Chief Data Office, Information Technology), Product ... time zones. **Major Responsibilities** + Work with data architects, data/ systems analysts, business users in understanding business requirements, business rules,… more
- AECOM (Tampa, FL)
- …has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your ... services across markets sectors including transmission (substations, OH/UG transmission systems , generator interconnections, interconnection strategy), power distribution (OH/UG power… more
- Citigroup (Miami, FL)
- …specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. + Provide ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events… more
- Citigroup (Plantation, FL)
- …product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions. ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events… more