- City National Bank (Tallahassee, FL)
- …new business development * Masters Degree preferred * Working knowledge of portfolio management, including knowledge of investment techniques and asset ... * INVESTMENT CONSULTANT - Remote based in CO* WHAT...Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the… more
- JPMorgan Chase (Miami, FL)
- …asset allocation; assessing financial risks; analyzing complex financial situations; conducting investment portfolio reviews and evaluating investment ... years of experience in the job offered or as Banker, Investment Banking Associate/ Analyst , or related occupation. The employer will alternatively accept a… more
- Truist (Tampa, FL)
- …the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent ... Truist footprint. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish...analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and… more
- Oracle (Tallahassee, FL)
- …Outbound Product Management organization for OCI's Compute and AI Infrastructure portfolio . This single-threaded leader will own market and competitive insights, ... Sales, Marketing, Finance, and Customer Success to inform roadmap and investment decisions, accelerate adoption of newly launched services, and drive customer… more
- CBRE (Tallahassee, FL)
- …responsible for day-to-day management and operations a team assigned to provide analyst services and CAFM system oversight and administration. The key objectives of ... this role are maintaining accurate spatial data for Global Portfolio 's and aggregating, and ensuring accurate people and organizational data to report supply and… more
- Oracle (Tallahassee, FL)
- …intake, design, build, testing and deployment. + Works closely with management - Portfolio Manager and the roles within the pods (eg, Business Analyst , ... all levels of the Customer organization. + Understanding of CSS Service Portfolio (Cloud and On-prem). **Other Core Responsibilities:** Customer Engagement: + Serves… more
- CBRE (Tallahassee, FL)
- …defined procedures and processes under close supervision and guidance. **Transaction Analyst ** **About the Role** As a CBRE Transaction Management Analyst ... of real estate transaction activities and financial reporting for a defined portfolio of commercial properties. **What You'll Do** + Manage, monitor, and report… more
- Oracle (Tallahassee, FL)
- …intake, design, build, testing and deployment. + Works closely with management - Portfolio Manager and the roles within the pods (eg, Business Analyst , ... of the Customer organization. + Understanding of CSS Service Portfolio (Cloud and On-prem). + Proven hands-on experience with...Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off:… more
- Oracle (Tallahassee, FL)
- …intake, design, build, testing and deployment. + Works closely with management - Portfolio Manager and the roles within the pods (eg, Business Analyst , ... of the Customer organization. + Understanding of CSS Service Portfolio (Cloud and On-prem). **Technical and Professional Skills:** +...Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off:… more
- Citigroup (Miami, FL)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. + Provide… more
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