- Raymond James Financial, Inc. (St. Petersburg, FL)
- …other constituents; maintaining frequent contact with current as well as prospective fund managers; and supporting financial advisors with requests related to ... mutual funds and Exchange Traded Funds (ETFs). The Associate...autonomous decision-making and, as a participant, with respect to fund manager interactions. In addition to being a key… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …detailed product approval memos and recommendations, conducting meetings and conversations with fund managers to determine the investment merits and risk profile of ... a fund and/or asset class that currently comprises a large...in decisions to relating to the presentation of a fund for inclusion/removal from the Recommended list. As part… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …investment concepts, practices, procedures and industry regulations related to Mutual Funds. + Intermediate mathematical skills including addition, subtraction, ... multiplication, division, percentages, fractions, averages and balancing sufficient to complete settlement. + Principles and practices of customer relations and communications. + Excel, Word, Outlook and other applications as needed. + MS Office sufficient to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Key Responsibilities** + Own the end-to-end mutual fund operations function, including governance of securities master and trading restrictions; trade ... Product Setup & Platform Readiness: Partner with internal stakeholders on open end mutual fund platform. Oversee onboarding of new mutual funds and share… more
- JPMorgan Chase (Boca Raton, FL)
- …Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments + ... Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP… 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
- Edward Jones (West Palm Beach, FL)
- …opportunity to oversee the strategic direction and operational management of two major fund complexes: the $200B Bridge Builder Trust and the $35B Edward Jones Money ... Market Fund . As President of both funds, the position involves...of financial industry experience, deep expertise in 1940 Act mutual funds, and a proven track record of strategic… more
- Zoom (Tallahassee, FL)
- …impactful partner experiences, amplifying Zoom's value in the market, and fueling mutual success across our entire channel community. Responsibilities + Leading and ... marketing initiatives, and maximize joint impact. + Overseeing Market Development Fund (MDF) planning, allocation, and optimization, ensuring funds are used… more
- HCA Healthcare (Atlantis, FL)
- …short-term disability coverage and leaves of absence) + Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues ... advance for you to have predictability in your schedule + Culture of mutual respect and collaboration among all surgical staff + Continuous investment in equipment… more
- HCA Healthcare (Brandon, FL)
- …short-term disability coverage and leaves of absence) + Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues ... advance for you to have predictability in your schedule + Culture of mutual respect and collaboration among all surgical staff + Continuous investment in equipment… more