- Navy Federal Credit Union (Pensacola, FL)
- Overview The Navy Federal Investment Services (NFIS) support team provides diverse administrative support to clients/potential clients, third parties (eg, ... merchants, financial institutions, etc.), and employees including Investment Advisors (IAs) and Financial Advisors (FAs) through various media channels. The Summer… more
- Lincoln Financial (Tallahassee, FL)
- …securities research, analysis, and proper accounting treatment of Lincoln Financial (LF) investment positions to support strategic investment operations and ... opportunity. **Requisition #:** 74762 **The Role at a Glance** The Analyst, Investment Accounting Trade Operations will provide timely and accurate more complex … more
- ManpowerGroup (St. Petersburg, FL)
- … Analyst/Associate at BOLD, the corporate venture capital fund of client, you will support key aspects of the funds investment and portfolio support ... for hardworking, motivated talent to join their innovative team. **BOLD Investment Analyst (Multiple position)** **10101 Doctor Martin Luther King Junior Street… more
- Fifth Third Bank, NA (Sarasota, FL)
- …Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Licensed Investment Support Specialist II provides office management support for ... with onboarding of Investment Executives, Wealth Management Advisors, or Licensed Investment Support Specialists as requested. + Perform other projects or… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …risks, regulatory changes, supplier, and product risk assessments. + Provide compliance support on various investment advisory areas of coverage, not limited ... to Asset Management Services and Investment Advisors Division, including operational businesses. + Manage compilation...the level of risk being mitigated. + Provides escalated support and guidance to compliance efforts for assigned business… more
- JPMorgan Chase (West Palm Beach, FL)
- …due diligence + Aid in the preparation of investment memoranda and investment recommendations + Support in the analysis of historical investment ... language** The Private Equity Group ("PEG") of JP Morgan Investment Management Inc. is one of the longest-standing global...activities in the Florida market and will provide direct support to Portfolio Managers in the sourcing and underwriting… more
- Regions Bank (Tampa, FL)
- …of Wealth Management processes o Fundamental knowledge of credit processes and Investment Services support **Skills and Competencies** o Excellent collaboration ... range of bank products and services (trust, insurance, deposits, credit, mortgage, investment , etc.) to affluent clients. This role is responsible for rendering an… more
- Robert Half Finance & Accounting (Boca Raton, FL)
- …accounts. + Prepare quarterly and annual financial statements for funds and investment entities. + Support investor reporting, capital calls, and distribution ... and accounting team that is as forward-thinking as our investment strategy. This is an exciting opportunity for a...Play a key role in building the infrastructure to support our continued growth and success. Robert Half is… more
- WTW (Tampa, FL)
- …of transforming tomorrows. Join us and transform yours.** **The Business** The Investment business aims to create sustainable competitive advantage for clients in ... their investment portfolios. This is delivered to clients by providing...and liquid alternatives). + **Client Consulting** - you will support client teams that manage client relationships, offering best-in-class… more
- Coinbase (Tallahassee, FL)
- …to drive investment thesis and inform CB product strategy, prosecute multiple investment strategies and support our portfolio of over 500 projects around the ... (eg, DeFi) for Ventures and CB Exec * Drive novel onchain strategies and support liquid portfolio management * Drive topical special projects to inform CB product… more
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