- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Intermediate investment concepts, practices, procedures and industry regulations related to Mutual Fund trading activities. + Principles and practices of ... trading support to financial advisors and responds to inquiries regarding fund suitability, products and services. + Establishes and maintains periodic orders.… 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
- Cherry Bekaert (Tallahassee, 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 (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 experience + Knowledge of fund accounting and general ledger accounting + Experience working in a fast-paced, team… more
- Deloitte (Miami, 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Essential Duties and Responsibilities** + Directly supports the Cash Sweeps and Money Market Mutual Fund product heads to manage and enhance the offering and ... as a broad set of industry-leading, third-party Money Market Funds . The cash offering is leveraged by clients of...ensure regulatory compliance. + Oversee and manage bank and fund company contract management. + Execute the operational rollout… more
- City of Lakeland (Lakeland, FL)
- …Employer 15.39% Deferred Compensation 457 Plan: A voluntary plan that is invested in mutual funds . The Employees' Pension Board performs the due diligence on the ... mutual funds . Employees may reallocate their account at any time. Maximum contribution for 2025 is $23,500; employees age 50 or older can also add a "catch-up"… more
- City of Lakeland (Lakeland, FL)
- …Employer 15.39% Deferred Compensation 457 Plan: A voluntary plan that is invested in mutual funds . The Employees' Pension Board performs the due diligence on the ... mutual funds . Employees may reallocate their account at any time. Maximum contribution for 2025 is $23,500; employees age 50 or older can also add a "catch-up"… 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