- Truist (Tampa, FL)
- …and licenses required for this position. 7. 8. Preferred Qualifications: 9. MBA / CFA and/or equivalent professional designation 10. Combination of buy and ... States of America) **Please review the following job description:** The Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth Advisors to… more
- Citigroup (Miami, FL)
- …of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other advanced degree a plus. + Requires advanced ... The Investment Counselor Principal is a strategic professional who...its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Raymond James senior leaders, and board members. **Educational/Experience Requirements:** + MBA , CFA , or relevant professional designation preferred. + 15+ ... + Develop and implement corporate strategy to drive growth, optimize investment performance, and expand distribution networks. + Lead investment … more
- NextEra Energy (Juno Beach, FL)
- …or project finance, advanced financial modeling skills in Excel, and preferably an MBA , CFA , or Master's in Finance. This role requires superior analytical, ... electric industry's transition to renewable energy. The role primarily includes investment valuation, financial due diligence, and providing expertise to support… more
- Truist (Orlando, FL)
- …degree in business, accounting, or related field. **Preferred Qualifications** **:** + MBA , CFP, CFA , CIMA **General Description of Available Benefits for ... (United States of America) **Please review the following job description:** Provides investment advice in a virtual environment with an assigned book of business.… more
- Truist (Tampa, FL)
- …applicable NMLS acceptable background check Preferred Qualifications: * CFP preferred or CTFA, CFA , CPA, JD or MBA * Completion or enrollment in certification ... service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in...programs such as CFA , CFP, CPWA and CPA * 5 or more… more
- NextEra Energy (Juno Beach, FL)
- …energy - NextEra Energy. The group is responsible for engaging with the investment banks and counterparties during the deal process in order to negotiate terms ... for review by senior leadership. Additional Experience: * 2+ years of investment banking experience preferred * Industry knowledge in utilities, renewables, or… more
- Arena Investors LP (Jacksonville, FL)
- … banking capacity or direct lending/credit hedge fund role with formal credit training * MBA or CFA a plus *Strong quantitative and qualitative skills *Strong ... Arena Investors, LP ("Arena") is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by… more
- JPMorgan Chase (Tampa, FL)
- …works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA , JD, CFA , or CFP preferred + Proactive, takes initiative, ... + Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal… more
- JPMorgan Chase (Miami, FL)
- …behalf * Fluent in English and Spanish Preferred Qualifications, Capabilities, and Skills * MBA , JD, CFA , or CFP preferred * Proactive, takes initiative, and ... * Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs * Partner with internal… more