- Deloitte (Tampa, FL)
- …As a Tax Senior, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients ... + Experience with Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships + Bachelor's degree in… more
- Raymond James Financial, Inc. (Lakewood Ranch, FL)
- …individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and ... scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital. + Helps… more
- MUFG (Tampa, FL)
- …Data services team, including all lines of business (Global Corporate & Investment Banking, Finance, Risk, Compliance , Chief Data Office, Information ... experience with data domains such as loans, deposits, trade finance, markets, investment banking, transaction banking, payments, compliance in the banking or… more
- AdventHealth (Altamonte Springs, FL)
- …team members . Assess financial viability of total rewards programs and return on investment . Ensure total rewards compliance with all laws, regulations and ... drive business results. The VP Total rewards ensures all programs meet compliance and ethical standards. **PRINCIPAL DUTIES AND JOB RESPONSIBILITIES** **:** .… more
- MUFG (Tampa, FL)
- …Data services team, including all lines of business (Global Corporate & Investment Banking, Finance, Risk, Compliance , Chief Data Office, Information ... of data systems. + Collaborate on Data Strategy and Solutions + Ensure compliance with data privacy and security regulations, employing best practices for data… more
- Citigroup (Miami, FL)
- …additions, payments and special service transactions to ensure that transactions meet compliance guidelines. Adhere to MPP, RDIP, banking, investment and tax ... consistently high quality banking, credit, trust, fiduciary, capital markets and investment services to target market clients + Strengthen private banking… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and direction. + Lead the development and implementation of a comprehensive compliance program for Capital Markets, encompassing Equity Investment Banking, ... Summary** Operating with a high level of autonomy, the Capital Markets Chief Compliance Officer will lead and oversee the design, implementation, and supervision of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**:** + Concepts, practices, and procedures of securities industry and/or banking compliance reviews. + Fundamental investment concepts, practices and procedures ... corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**:** + Concepts, practices, and procedures of securities industry and/or banking compliance reviews. + Fundamental investment concepts, practices and procedures ... corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset… more
- Raymond James Financial, Inc. (Tampa, FL)
- …**Knowledge of** + Company's working structure, policies, mission, strategies and compliance guidelines. + Advanced investment concepts, practices and procedures ... publication. + Acts as a liaison for all projects with the Marketing and Compliance Depts to develop marketing concepts that align with business strategy and brand… more
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