- BMO Financial Group (West Palm Beach, FL)
- …fiduciary expertise and strategic leadership for business, products, and policies to Investment professionals within the assigned portfolio / jurisdiction. + ... Provides high quality sales and service to investment clients to deliver an exceptional client experience....and referral sources to grow business in the assigned portfolio / jurisdiction. + Enhances presence in the marketplace… more
- US Bank (Tampa, FL)
- …One. **Job Description** Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and ... client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsibility for soliciting, developing,… more
- Truist (Tampa, FL)
- …portfolios; develop investment strategy - inclusive of asset allocation, investment implementation, and portfolio construction. Effectively articulate our ... investment experience, which should include experience as an investment advisor, portfolio manager, or other investment -related activities with a focus… more
- WTW (Tampa, FL)
- … experience, ideally gained in a client-service oriented environment (consulting, investment management or portfolio management). + Relevant experience with ... their various sub committees. These services include: strategic setting of investment objectives, strategic asset allocation, investment management structures,… more
- JPMorgan Chase (Tampa, FL)
- …to the client's satisfaction. The IBOR team, specifically, provides a single, accurate investment portfolio upon which to base investment activities around ... capable of reflecting essentially every type of business event affecting the investment portfolio and is capable of processing these changes as they occur, no… more
- JPMorgan Chase (Tampa, FL)
- …to the client's satisfaction. The IBOR team, specifically, provides a single, accurate investment portfolio upon which to base investment activities around ... capable of reflecting essentially every type of business event affecting the investment portfolio and is capable of processing these changes as they occur, no… more
- Arena Investors LP (Jacksonville, FL)
- … portfolio surveillance, and maximization of return for the firm's investment portfolio . Ideal candidates will be organized, self-motivated, resourceful, and ... Arena Investors, LP ("Arena") is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by… more
- Scotiabank (Tampa, FL)
- … investment policies and educate sales teams on deposit and investment capabilities and strategies. Support portfolio management disciplines and initiatives ... Director, International Business Liquidity Portfolio **Requisition ID:** 233839 **Salary Range:** 153,000.00 -...strategies and ensure a complete range of deposit and investment products exists in each market and optimized pricing… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …role in developing, improving, and evaluating quantitative models that directly support investment decision-making and portfolio management. This is a hands-on ... on writing production-quality Python code to analyze financial datasets, enhance portfolio construction methods, and automate investment workflows. You'll… more
- Citigroup (Tampa, FL)
- …and the ability to collaborate with internal and external stakeholders, including portfolio companies, auditors, and investment teams. Portfolio Accounting ... and controls to enhance accuracy and scalability. Collaboration- Work closely with investment teams, legal counsel, and portfolio companies to ensure accurate… more