- Raymond James Financial, Inc. (Coral Gables, FL)
- …new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of both discretionary and non-discretionary products, ... model maintenance and performance tracking. + Servicing of alternative investments and foreign...+ General office practices, procedures, and methods. + Advanced investment concepts, practices and procedures used in the securities… more
- Regions Bank (Clearwater, FL)
- …we believe associates deserve more than just a job. We believe in offering performance -driven individuals a place where they can build a career a place to expect ... The Associate Wealth Advisor will focus on growing legacy banking and small Investment Management & Trust (IM&T) relationships within an assigned book of business.… more
- University of Miami (Medley, FL)
- …budgets.4. Prepares appropriate financial reports necessary to show overall financial performance .5. Assists in the development of strategies to maintain the ... arrangements with external parties.9. Invests excess short-term and long-term cash and investment portfolios to maximize the return on investment while… more
- Bank of America (Lake Worth, FL)
- …supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance , and how we make an impact in the communities we serve. ... will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will...or any other factor that is irrelevant to the performance of our teammates. To view the "Know your… more
- Humana (Tallahassee, FL)
- …part of the Strategy Advancement team, this role will support MarketPoint's investment rationalization and strategic planning efforts. The role requires comfort with ... + Bachelor's degree + 3+ years of experience in strategy consulting, investment banking, corporate/business unit strategy, or finance + 2+ years of project/program… more
- Citigroup (Boca Raton, FL)
- …counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance ... specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. + Provide… more
- MyFlorida (Florida City, FL)
- …other essential administrative functions. The office aims to enhance organizational performance , ensure compliance with policies and regulations, and support the ... + Prepare and submit timely monitoring reports, support staff with contractor performance issues, conduct operational reviews and mock ACA audits, develop and revise… more
- MyFlorida (Fort Lauderdale, FL)
- …Offers technical assistance, monitoring and ensuring proper documentation of the performance of airport sponsors and consulting engineers involved in the improvement ... scopes of services. Assigns work to consultants, reviews progress and assesses performance of programs related to the aviation program, executes and oversees work… more
- Truist (Orlando, FL)
- …full lifecycle relationship ownership and holistic product ownership for the overall performance for Dealer Commercial business in their assigned markets by offering ... (Leverage/Syndicated Finance, M&A and FRM), Corporate Finance team, and Investment Banking teams to consistently deliver a differentiated client experience… more
- Edward Jones (Tarpon Springs, FL)
- …thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate + Resiliency and adaptability ... time management skills **Can you see yourself ** + Providing personalized investment and financial solutions to clients? + Cultivating relationships in your local… more