- Deloitte (Jacksonville, 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
- 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of** + Advanced investment concepts and securities industry procedures. + Investment Company Act of 1940 and SEC regulatory environment. + Financial ... outcomes. + Develop and implement a robust supervisory framework for investment advisory programs. + Monitor regulatory changes and ensure firm-wide compliance… more
- JPMorgan Chase (West Palm Beach, FL)
- …investment recommendations + Support in the analysis of historical investment performance, portfolio company performance, financial statements, financial ... language** The Private Equity Group ("PEG") of JP Morgan Investment Management Inc. is one of the longest-standing global...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… more
- Lincoln Financial (Tallahassee, FL)
- …Bar in good standing is required Experience + Experience with Securities Act of 1933 and Investment Company Act of 1940 + Minimum of 10+ years' experience as an ... preferably either at a law firm or financial services company + Experience with the tax treatment of life...we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions… more
- Lincoln Financial (Tallahassee, FL)
- …opportunity. **Requisition #:** 74762 **The Role at a Glance** The Analyst, Investment Accounting Trade Operations will provide timely and accurate more complex ... investment data and investment accounting for the...we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions… more
- Lincoln Financial (Tallahassee, FL)
- …a Glance** We are excited to bring on a **Regulatory GAAP and Statutory Investment Reporting Analyst** to support the Investment Accounting and Reporting Team. ... gain experience in a wide array of areas including financial reporting, investment accounting, financial analysis, amongst other valuable skills. The team consists… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment -related ... experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when… more
- WTW (Tampa, FL)
- …of transforming tomorrows. Join us and transform yours.** **The Business** The Investment business aims to create sustainable competitive advantage for clients in ... their investment portfolios. This is delivered to clients by providing...is also eligible for an annual short-term incentive bonus. ** Company Benefits:** WTW provides a competitive benefit package which… more