- The Hertz Corporation (Estero, FL)
- …initiatives to drive business growth and brand impact. Own media investment strategy, ensuring optimal budget allocation, efficiency, and performance in alignment ... providing executive-level insights. **A Day in the Life:** Shape the media investment strategy, aligning marketing objectives with business goals to maximize ROI.… more
- M&T Bank (Naples, FL)
- …tasks such as reporting and data input needs for planning, core banking, investments , and Trust advisement for prospects and clients. Assists Wealth Advisors and ... Advisor with operational support, inclusive of reporting that supports planning and investment needs to ensure client satisfaction. + Leverage available internal and… more
- JPMorgan Chase (Melbourne, FL)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs… more
- Neuberger Berman (FL)
- …and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Northern Florida. This is ... services; maintain and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs. + Develop and implement business plan for the… more
- Nelnet (Tallahassee, FL)
- …a corporate taxpayer with a growing and complex group of partnership investments , including real estate, renewable energy, infrastructure, and venture capital. As ... statements, ensuring propriety of tax compliance relative to these investments , reviewing partnership benefit schedules and related calculations, and reporting… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with the firm's core values, putting clients' interests first. + Analyzing the investment merits and risks of traditional investments , including but not limited ... equity funds. + Preparing product approval memos/presentations for use by the Investment Committee, comprised of senior management. + Conducting due diligence for… more
- Truist (Winter Park, FL)
- …of a broad range of retail solutions including banking, mortgage, planning, investments , and insurance services. Leverage the Truist referral network to generate ... financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and external regulations. * Contact clients to review portfolios, complete the Investment Policy Questionnaire, and provide information on investments and make ... **Job Summary** Investment Central, a specialized department at the Raymond...impact our client accounts. * Researches, interprets and translates investments within portfolios and educates clients based on proper… more
- UMB Bank (Tallahassee, FL)
- The **UMB** **Alternative Investments - Support** team provides support to the development of the software used by our Fund Accountants, external Alternative ... Investment client teams, and Investors to manage the ...robust software allows them competitive advantages within the Alternative Investments industry which continues to evolve and provides exciting… more
- Regions Bank (Tampa, FL)
- …part of the first line of defense, evaluating and underwriting tax credit investments to ensure each supports Regions' objectives and meets or exceeds investment ... individual will evaluate and underwrite low-income housing tax credit (LIHTC) investments and construction/bridge loans to ensure each supports RAH's objectives and… more