• Regulatory GAAP & Statutory Investment

    Lincoln Financial (Tallahassee, FL)
    …at a Glance** We are excited to bring on a **Regulatory GAAP and Statutory Investment Reporting Analyst** to support the Investment Accounting and ... work environment. _Background Details_ As a Regulatory GAAP and Statutory Investment Reporting Analyst, you will be responsible for providing timely and accurate… more
    Lincoln Financial (06/12/25)
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  • Fiduciary Operations UHNW Analyst

    Truist (Jupiter, FL)
    …and reporting financial information 4. Strong knowledge of Accounting and Investment Reporting applications such as Advent Axys, APX, ATWeb (preferred), etc. ... accounting, specialized asset accounting, fee and revenue accounting, performance reporting , client report generation, and regulatory and management reporting more
    Truist (07/02/25)
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  • Analyst, Investment Accounting Operations

    Lincoln Financial (Tallahassee, FL)
    …on mortgage loans and limited partnerships for existing and developing investment strategies for compliance with accounting/ reporting regulations to appropriate ... #:** 74763 **The Role at a Glance** The Analyst, Investment Accounting Operations will provide timely and accurate more...Accounting Operations will provide timely and accurate more complex investment data and investment accounting for the… more
    Lincoln Financial (06/23/25)
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  • Senior Associate Operational Due Diligence

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …wish to talk in detail about all aspects of AIG and specifics about investment managers and performance reporting * Organize, manage and track multiple detailed ... Summary** Under very limited supervision, the Senior Associate of Alternative Investment Operational Due Diligence utilizes specialized knowledge and skills obtained… more
    Raymond James Financial, Inc. (07/19/25)
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  • Director of Residences

    Marriott (Sarasota, FL)
    …of the brand's target resident owner and employees and provides a return on investment . * Provides timely reporting of financial performance and projections to ... protection. Operates within the constraints of the residences budget. Provides timely reporting of financial performance and projections to the Board. Manages luxury… more
    Marriott (07/21/25)
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  • Portfolio & Trading Assistant

    Arena Investors LP (Miami, FL)
    …earnings, sell-side analysis, expert calls) and attend conferences to enhance our investment research processes. - Develop reporting tools to update Portfolio ... Arena Investors, LP is a global investment management firm that seeks to generate attractive...- Create and maintain various screening tools for potential investment opportunities. - Maintain multiple outreach campaigns to target… more
    Arena Investors LP (06/11/25)
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  • Citi Private Bank - UHNW Investment

    Citigroup (Miami, FL)
    The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the US. **Responsibilities:** + … more
    Citigroup (07/09/25)
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  • Investment Advisor

    Navy Federal Credit Union (Pensacola, FL)
    …and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a ... registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume… more
    Navy Federal Credit Union (07/12/25)
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  • Manager, International Tax ( Investment

    Deloitte (Tampa, FL)
    …"cross border investment advisory" and "fund formation, hold, and exit reporting and consulting" peak your interest? Do you enjoy providing tax consulting and ... questions, you should consider a career in Deloitte's International Private Equity and Investment Management practice. What You'll Do As a Manager, you will work… more
    Deloitte (05/28/25)
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  • Senior, International Tax ( Investment

    Deloitte (Tampa, FL)
    …"cross border investment advisory" and "fund formation, hold, and exit reporting and consulting" peak your interest? Do you enjoy providing tax consulting and ... questions, you should consider a career in Deloitte's International Private Equity and Investment Management practice. What You'll Do As a Tax Senior Consultant, you… more
    Deloitte (05/28/25)
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