- City National Bank (Tallahassee, FL)
- …April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, ... Las Vegas, Washington DC and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets.… 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
- Bank of America (Miami, 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
- Bank of America (Miami, 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
- Raymond James Financial, Inc. (Jacksonville, FL)
- …and cost basis were successfully received. * Monitors available cash awaiting investment , including running weekly cash and cash equivalent reports and contacting ... clients with investment opportunities to maximize returns. * Reviews, assesses and...platforms. * General office practices, procedures, and methods. * Investment concepts, practices and procedures used in the securities… 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)
- …reporting, debt costs and borrowing process. + Manage and advance investment selection, including maintaining relationships with external investment managers. ... + MBA, CTP, CPA or CMA + Previous experience in liquidity and investment management + Previous experience with Oracle Hyperion or similar forecasting system… 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
- Lee County Board of County Commissioners (Fort Myers, FL)
- …renewed membership in either of the FRS retirement plan options. Retirees of the Investment Plan are eligible for renewed membership in the Investment Plan only. ... Retirement Plan Options: 1) FRS Pension Plan (Defined Benefit) 2) FRS Investment Plan (Defined Contribution) * Deferred Compensation (457) Plans * Financial… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to assist with issues concerning various broker-dealer trades and investment products. + Collaborates with cross-functional teams, including portfolio managers, ... Researching and addressing transaction discrepancies, including those involving complex investment products. + Gathering, analyzing, and compiling fee-related information… more