- Raymond James Financial, Inc. (Coral Gables, FL)
- …new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of both discretionary and non-discretionary products, ... model maintenance and performance tracking. + Servicing of alternative investments and foreign accounts, including setup and maintenance. + May participate in live… more
- University of Miami (Medley, FL)
- …long-term cash and investment portfolios to maximize the return on investment while maintaining the safety of the investments .10. Establishes and ... continuously assesses the effectiveness of the internal controls within the unit and compliance with University policies and procedures. Ensures employees are trained on controls within the function and on University policy and procedures.This list of duties… more
- Insight Global (Orlando, FL)
- …to their Fund Order Processing Team. This team sits within the Alternative Investment Services space, doing client processing within Fund of Hedge Fund Custody, and ... is dedicated to processing fund of hedge fund investments on behalf of its clients and providing client reporting. This candidate will serve as a lead for the… more
- Bethel Farms LLLP (Arcadia, FL)
- …for supporting the evaluation, execution, and integration of mergers, acquisitions, investments , and other strategic initiatives. This role requires a highly ... synergy potential of acquisition targets * Prepare presentations and investment memoranda for senior leadership and board members *...a plus * 2 years of experience in M&A, investment banking, corporate development, private equity, or a similar… more
- University of Miami (Miami, FL)
- …and long-term cash and investment portfolios to maximize the return on investment while maintaining the safety of the investments . + Ensures employees are ... trained on controls within the function and on University policy and procedures. + Establishes and continuously assesses the effectiveness of the internal controls within the unit and compliance with University policies and procedures. + Ensures employees are… more
- Regions Bank (West Palm Beach, FL)
- …Manager + Works with clients and multiple partners to development investment objectives and goals through discussion and identification of client priorities ... + Implements and communicates investment related changes based on Investment Working Group guidelines to ensure clients receive the Best Thinking of Regions… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset ... Solutions (GWS) provides a leading platform delivering customized planning and investment solutions, investment thought leadership, and strategy. GWS offers… more
- Citigroup (Miami, FL)
- …analysis for their target markets. PCs identify, conceptualize, and implement new investment products for highly specialized market segments and drive sales during ... with their assigned Financial Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth's high net worth clients. A PC… more
- Deloitte (Tampa, FL)
- …your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution ... the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients...spectrum of tax services to a broad range of Investment Management companies. Our financial services clients include … more
- Educational Testing Service (Tallahassee, FL)
- …worldwide. The Associate, ETS Capital will provide support for transactional investment activities across the business enterprise, with core activities including ... corporate strategy, competitive analysis, financial planning and investment management. The position will be part of the Corporate Development team and will work… more