- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Complex investment concepts, practices, procedures and industry regulations related to Mutual Fund Reconciliation activities. + Intermediate mathematical skills ... balancing and reconciliation to provide support and oversight of the mutual fund reconciliation cash and/or share functions. + Independently resolve and/or… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …internal customers is required to identify, research, and resolve cost allocation issues. Mutual Fund and ETF experience a plus. **Responsibilities:** + Provides ... for the annual budget process. + Assists in oversight of fund accounting and fund administration procedures. + Analyzes and reconciles financials and accounts to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …through work experience to review and apply model portfolio overlays on Mutual Fund /ETF (MF/ETF) managed account platforms using exchange-traded products. You ... trading and operations. + Knowledge of products, including equities, ETFs, and Mutual Funds. + Financial markets and investment products and services. + Mathematical… more
- MyFlorida (Tallahassee, FL)
- …requested information concerning employer and employee contribution accounts. Reviewing and evaluating mutual fund and annuity products to ensure compliance with ... retirement laws and serve as liaison with the provider companies and the SBA. Developing procedures, and establishes guidelines for the timely receipt and distribution of ORP and OAP funds Conducting onsite training at the universities or state agencies… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …areas such as account services, client services, cash and asset movement, mutual fund operations, and data reconciliation. The Operations teams collaborate ... closely with branch offices and internal departments to uphold regulatory standards, deliver exceptional client service, and drive operational efficiency. **Job Summary** We are seeking a motivated and detail-oriented Intern to support various departments… more
- Chenega Corporation (Miami, FL)
- …contain current, historical and future information about sensitive public company data, mutual fund data, and trade/quote data. **Responsibilities** + Assists ... attorneys with all phases of the litigation process. + Performs complex legal research for trial staff. + Reviews documents for relevance and privilege + Compiles case materials. + Assists in the preparation or prepares draft legal documents such as motions,… more
- Deloitte (Jacksonville, FL)
- Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and ... funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment… more
- Cherry Bekaert (Tampa, FL)
- …record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, strategic planning ... low as 14.24%, and unemployment rates as high as 31.2%. About The Innovate Fund (TIF): TIF serves the state of Georgia, North Carolina, South Carolina, Tennessee,… more
- Deloitte (Tampa, FL)
- …planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate ... identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates. The right person should have a solid understanding of… more
- Deloitte (Jacksonville, FL)
- …planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate ... Identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates. The right person should have a solid understanding of… more