- KeyBank (Palm Beach Gardens, FL)
- …ESSENTIAL JOB FUNCTIONS: Fiduciary Expertise Maintains deep expertise in fiduciary, investment , tax, and other related wealth issues. Designs and delivers ... Applies sound fiduciary judgment to trust matters. Client Management Works with Investment Sales Specialists (ISSs) and RMs to retain and expand existing client… more
- Santander US (Miami, FL)
- …**The Difference You Make:** The role is part of the Corporate and Investment Banking (CIB) Chief Operating Office organization. You will be is responsible for ... sponsors, PMs, and Global Product Governance. * Maintain working knowledge of investment products and services, particularly those in the active pipeline. * Ensure… more
- Raymond James Financial, Inc. (Jacksonville, FL)
- …Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. * Onboards new clients, opens ... and cost basis were successfully received. * Monitors available cash awaiting investment , including running weekly cash and cash equivalent reports and contacting… more
- First Horizon Bank (Orlando, FL)
- …effectively work with various specialists and partners who are designated to support client service and business development efforts (eg credit, mortgage, planning, ... investment , trust and fiduciary services, and insurance services) in...updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting… more
- Bank of America (Jacksonville, FL)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Prime Therapeutics (Tallahassee, FL)
- …and analysis to forecast future financial performance, analyze trends, and support strategic decision-making. + Prepare, evaluate, and deliver modeling for Request ... reporting, debt costs and borrowing process. + Manage and advance investment selection, including maintaining relationships with external investment managers.… more
- Siemens Energy (Orlando, FL)
- …required quantitative analysis and assists in preparing all vital materials for Investment Committee presentations. As the financial modeling expert, you will be ... keytransaction risks, perform sensitivity analyses, estimate potentialreturns related to investment opportunities and determine optimalallocation of capital among prospective… more
- BlackRock (Miami, FL)
- …Full-Time Analyst Program is a two-year experience designed to empower and support Analysts in connecting their personal passions and strengths to BlackRock's ... Candidates can apply for **up to two functions within that program** (eg, Investment Research and Analytics & Modeling). You must apply for both opportunities using… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to design, implement and enhance the service experience for independent registered investment advisors and introducing broker dealers for the custodian and clearing ... platform. + Products, process, and business structure of independent registered investment advisors and introducing broker dealers. + US financial regulations… more
- TD Bank (Lake Mary, FL)
- …integrity through timely balance sheet reconciliations, journal entry processing, and support of daily financial operations. The ideal candidate is analytical, ... accruals, corrections, and other general ledger activities + Lead or support finance-related projects, from planning through execution, ensuring deliverables and… more