- RGP (Tampa, FL)
- …Consultant is responsible for the accounting, reporting, and analysis of the company 's investment portfolio. This role ensures compliance with regulatory ... requirements, maintains accurate investment records, and provides financial insights to support strategic decision-making. + Perform daily and monthly investment … more
- Deloitte (Tampa, FL)
- …when necessary; perform a high-level of tax research and work on regulated investment company (RIC) tax work papers, financial statement provisions and related ... you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.?… more
- Deloitte (Miami, FL)
- …and their affiliates; and perform detail-level reviews of tax research, regulated investment company (RIC) tax work papers, financial statement provisions and ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …skills obtained through education and experience, to develop and execute comprehensive investment strategies that align with the trust company 's goals, ... **Knowledge, Skills, and Abilities** **Knowledge of** + Extensive experience in investment management, particularly within the trust company environment. +… more
- Sands Investment Group (Fort Lauderdale, FL)
- Sands Investment Group (SIG), America's Fastest Growing Investment Sales Company , is officially accepting applications for the highly-selective Junior Broker ... gain the foundational skills necessary to become successful Commercial Real Estate Investment Sales Brokers. The Junior Broker role is heavily focused on developing… more
- PNC (Vero Beach, FL)
- …of our employees feel respected, valued and have an opportunity to contribute to the company 's success. As an Investment Advisor II within the PNC Private Bank ... the manager's discretion. **Job Description** + Supports accounts in accordance with investment objectives that have been developed with the client. Depending on… 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...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… more
- Bank of America (Miami, FL)
- Market Investment Executive Miami, Florida **Job Description:** Job Description At Bank of America, we are guided by a common purpose to help make financial lives ... every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates,...make a difference. Join us! **Job Description:** The Market Investment Executive (MIE) oversees the expansion of investment… more
- Bank of America (Jacksonville, FL)
- Investment Consultant II - Merrill Premium Jacksonville, Florida **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …obtained through experience, specialized training and/or certification to manage prudent investment of fiduciary and other discretionary assets held in Trust ... and works with financial advisor in determining the proper asset allocation/ investment objective, security type, and selection of investments. Performs annual… more