- Deloitte (Tampa, FL)
- …funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other ... management industries? Do phrases like "cross border investment advisory" and " fund formation, hold, and exit reporting and consulting" peak your interest?… 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 ... and operations. + Knowledge of products, including equities, ETFs, and Mutual Funds . + Financial markets and investment products and services. + Mathematical… more
- Deloitte (Tampa, FL)
- …funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other ... + Previous Big 4 experience or large CPA firm experience + Knowledge of fund accounting and general ledger accounting + Experience working in a fast-paced, team… more
- Deloitte (Jacksonville, FL)
- …funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other ... + Previous Big 4 experience or large CPA firm equivalent + Knowledge of fund accounting and general ledger accounting The wage range for this role takes into… 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
- Neuberger Berman (FL)
- …the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds , SMAs, ETFs, and alternative investment strategies within the prescribed ... building ideas and services; maintain and grow assets in territory across mutual funds , SMAs, alternative investment products, and ETFs. + Develop and implement… more
- Deloitte (Lake Mary, FL)
- …of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds , investment partnerships, hedge funds , private ... K, and the tax compliance process for real estate funds , then we have an exciting opportunity for you...methodologies, and the tax compliance process for real estate funds - Experience working in a fast-paced, team environment… more
- Citigroup (Miami, FL)
- …and official checks. + Accurate and timely execution of alternative investments/ mutual funds subscriptions, redemptions, structured notes, capital markets or ... maturity reports, etc. + Receive, authenticate and execute customer instructions on funds transfers, execute requests for internal, domestic and foreign funds … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Strong data entry skills while maintaining high accuracy + Understanding of investments (ie mutual funds , stable value) + Very high attention to detail + ... Raymond James Fiduciary programs. + Work with recordkeepers on initiating/validating required fund changes with regard to Fiduciary Program. + Assist with Financial… more
- Cherry Bekaert (Fort Lauderdale, FL)
- …+ Servicemembers Civil Relief Act (SCRA) + Military Lending Act (MLA) + Electronic Fund Transfer Act (EFTA) + Expedited Funds Availability Act (EFA) + Truth ... that foster inclusion and belonging include uncompromising integrity, collaboration, trust, and mutual respect. + The opportunity to innovate and do work that… more