- NextEra Energy (Juno Beach, FL)
- …energy - NextEra Energy. The group is responsible for engaging with the investment banks and counterparties during the deal process in order to negotiate terms ... structuring of complex transactions + Build relationships with industry executives, investment banks, and financial advisors + Oversee financial and strategic… more
- Deloitte (Tampa, FL)
- …training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range ... spectrum of tax services to a broad range of Investment Management companies. Our clients include investment ...+ Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) + Ability to… more
- Deloitte (Jacksonville, FL)
- …development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a ... spectrum of tax services to a broad range of Investment Management companies. Our clients include investment ...+ Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred: + Advanced… more
- KeyBank (Naples, FL)
- …clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client ... + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads,… more
- NextEra Energy (Juno Beach, FL)
- …Overview** Employees in this role perform financial due diligence and prepare investment valuations of acquisitions and greenfield projects in the energy industry. ... with limited supervision to identify and analyze the impact of relevant investment , environmental and/or business issues facing NextEra Energy on the company's… more
- JPMorgan Chase (Palm Beach, FL)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal ... behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA , or CFP preferred + Proactive, takes initiative, and...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Robert Half Management Resources (Tampa, FL)
- …payments, and covenant tracking. + Assist in managing the company's investment portfolio and short-term funding strategies in accordance with treasury policy. ... + Strong understanding of cash flow management, financial instruments, and debt/ investment principles. + Advanced proficiency in Excel, with the ability to… more
- US Bank (Fort Lauderdale, FL)
- …high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a ... - Extensive knowledge of US Bancorp Banking, Trust, and Investment products and services - Ability to partner with...make critical decisions independently - Professional designation such as CFA or CFP is preferred **Location** The role offers… more
- TECO Energy (Tampa, FL)
- …key stakeholders and Emera Investor Relations in support of credit and investment analyst requests. Perform research on industry and competitor trends, benchmark our ... financial plan, and ad hoc projects such as acquisitions or asset investment /ownership opportunities, includes development of the analysis of earnings, cash flow,… more
- Citigroup (Fort Lauderdale, FL)
- …of the risks. Focus on understanding the client's financial strength, investment objectives, risk tolerance, investment /collateral portfolio characteristics, etc ... gained at either Citigroup or at a major financial institution + An MBA, CPA, CFA or formal Credit Training is a plus + Formal credit officer approval authority… more