- Oracle (Tallahassee, FL)
- …are accurately captured and recorded + Oversee and maintain master portfolio capacity model and ensure adequate controls are implemented, including performing ... + Problem solving and providing input and support to manager to unblock on business and project critical needs...or consulting (3+ years) + Experience with financial modeling, CFA candidates preferred + Advanced Microsoft Excel - specifically… more
- Truist (Tampa, FL)
- …years investment experience, which should include experience as an investment advisor, portfolio manager , or other investment-related activities with a focus on ... of America) **Please review the following job description:** The Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth Advisors to deliver… more
- Florida Crystals Corporation (West Palm Beach, FL)
- …also owns and operates mills in Mexico and Belize. The company's brand portfolio includes the leading brands Domino(R), C&H(R), Redpath(R), Tate & Lyle(R), Lyle's(R) ... COO, and the VP Global Supply Chain. Additionally, the Manager , FP&A will lead ad-hoc analyses aimed at improving...planning platforms (eg, SAP, SAC), financial certifications (CPA, CMA, CFA ) and for top performers, MBAs. DETAILED ROLES &… more
- Truist (Orlando, FL)
- …management of a profitable loan, deposit, fee income, and non-interest income portfolio from mid-sized law firms through the development and retention of long ... communication skills 8. Strong Microsoft Office skills Preferred Qualifications: 1. CFA , CIMA,, CTP or similar designation. MBA or other advanced post-graduate… more
- NextEra Energy (Juno Beach, FL)
- …limits + Perform periodic reviews for all counterparties within an assigned portfolio , looking for changes in credit risk profile and adjusting internal limits ... as needed + Monitor credit exposure across the existing portfolio to ensure compliance versus existing limits and identifying...leading power and gas trading floor as a risk manager , product controller, trading operations, or related roles +… more
- Truist (Orlando, FL)
- …America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent...rank order): Certified Financial Planner (CFP), Chartered Financial Analyst. ( CFA ), Accredited Asset Management Specialist AAMS(R) , Certified Trust… more
- GE Aerospace (Clearwater, FL)
- …billion of insurance company balance sheets, with a focus on the company's portfolio of alternative investments with ERAC. This role offers the opportunity to gain ... reviewing reports, updating valuations, and tracking performance metrics. + Support manager relationships across multiple asset classes and participate in meetings,… more
- UMB Bank (Tallahassee, FL)
- …Retirement Client Advisor generates new business opportunities and manages a customer portfolio defined in the business plan. This involves being the primary contact ... a book of business and building client relationships. + Partners with UMB Portfolio Management and Research to fully understand market narrative, manager … more
- WTW (Tampa, FL)
- …investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager ... including investment and plan performance reports, capital markets updates, manager recommendations, plan and fee benchmarking, and legislative, judicial, and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Summary** The Senior Manager , Market Risk Manager will play a key role in the independent oversight and reporting of market risk exposures across Fixed ... risk analytics, and provide insight into market dynamics and portfolio sensitivities. The role requires strong analytical skills, a...or a related field; advanced degree or certifications (FRM, CFA ) are a plus. + OR ~ + Any… more