- Regions Bank (Orlando, FL)
- …for the acquisition of Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and ... and solutions for the development and on-going maintenance of complex investment allocations, goals and objectives; typically manages large and/or complex client… more
- Arena Investors LP (Jacksonville, FL)
- Arena Investors, LP ("Arena") is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by ... portfolio surveillance, and maximization of return for the firm's investment portfolio. Ideal candidates will be organized, self-motivated, resourceful, and… more
- Lenovo (FL)
- …software defined infrastructure), software, solutions, and services. Lenovo's continued investment in world-changing innovation is building a more equitable, ... stakeholders; drive progress without direct authority. + Develop strategy materials, investment frameworks, and CEO-level presentations. + Lead the annual Global… more
- Truist (Jupiter, FL)
- …support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner ... updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting...* CFP preferred or CTFA, CFA, CPA, JD or MBA * Completion or enrollment in certification programs such… more
- Robert Half Finance & Accounting (Fort Lauderdale, FL)
- …candidate will have extensive experience in real estate accounting, investment analysis, property management finance, and development projects. Key Responsibilities ... and debt compliance. + Manage capital calls, distributions, and investment accounting for real estate funds and partnerships. Team...degree in Accounting, Finance, or related field; CPA and/or MBA preferred. + 7+ years of progressive finance and… more
- Prime Therapeutics (Tallahassee, FL)
- …reporting, debt costs and borrowing process. + Manage and advance investment selection, including maintaining relationships with external investment managers. ... with MS Excel, Word, and PowerPoint **Preferred Qualifications** + MBA , CTP, CPA or CMA + Previous experience in...CPA or CMA + Previous experience in liquidity and investment management + Previous experience with Oracle Hyperion or… more
- Anywhere Real Estate (Miami, FL)
- …+ **Strategic Sourcing & Evaluation** + Identify acquisition and investment opportunities aligned with Anywhere's strategic goals. + Build relationships ... and valuation scenarios (DCF, precedent transactions, public comps). + Prepare investment memos and present recommendations to executive leadership and board… more
- Deloitte (Miami, FL)
- …and external stakeholders, including other Deloitte diligence workstreams, legal counsel, investment banks, and Client's HR leadership. The Team Our M&A team ... and 4+ years consulting and/or industry experience; alternatively an MBA with 2+ year relevant work experience including change...and the clients and industries/sectors you serve Preferred: + MBA or graduate degree in HR or Organizational Behavior… more
- Deloitte (Miami, FL)
- …more clearly checks the alignment of the deal macros with our clients' investment theses, focuses on the foundational maturity of the target company, brings more ... Bachelor's degree and 8+ years consulting and/or industry experience; alternatively, an MBA with 6+ years relevant work experience + Limited immigration sponsorship… more
- JPMorgan Chase (Miami, FL)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal ... the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA , JD, CFA, or CFP preferred + Proactive, takes...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more