- Lincoln Financial (Tallahassee, FL)
- …actionable solutions. ** Risk Management and Product Support** Evaluate risk management strategies, investment changes, and hedging approaches to ... looking for** **_Must-Haves_** *5-7+ years of experience in pricing, reporting, or risk management within financial services *Actuarial credentials (FSA or ASA… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …. This newly created role is part of the firm's evolving risk management structure and represents a strategic investment in strengthening our risk ... **Job Summary** Raymond James is seeking a strategic and experienced ** Risk Management Director** to lead second line of defense risk oversight for **RJ… more
- Leonardo DRS, Inc. (FL)
- …/working capital; forecasting; contractual reporting (CDRL, EVM, cost and pricing, C/SSR); risk management ; return on investment (ROI); audit preparation ... + Provide support of the Financial & Program Analysis management functions to the department + Understand the Annual...process and help prepare program bookings, revenue, operating profit, investment and cash flow data + Understand how job… more
- Citigroup (Miami, FL)
- … management of wealth. + Develop tailored solutions that address clients' investment , risk management , and financing/liquidity needs. + Set challenging ... involved to expedite resolution. + Understand and communicate the risk involved with various investment strategies. +...and communicate the risk involved with various investment strategies. + Establish credibility and trust with all… more
- First Horizon Bank (Miami, FL)
- …Fiduciary and Risk Committee, ensuring alignment with compliance and risk management guidelines. * Business Development Alignment: * Collaborate closely ... degree in Finance, Economics, or related field. * Extensive experience in investment management , committee leadership, and client-facing roles. * Strong… more
- Truist (Tampa, FL)
- …and non-discretionary investment , portfolios. 8. Adhere to (and document) risk management and compliance with all relevant regulatory policies and ... Manager 2 (IM) is responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth ($5+MM in AUM) clients and… more
- Bank of America (Jacksonville, FL)
- … Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Trading **Shift:** 1st shift (United States of America) ... products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management , research,… more
- JPMorgan Chase (Jacksonville, FL)
- …relationships; prepare timely and accurate performance reports + Actively engage in Risk Management ; including Know Your Customer procedures, Account Reviews and ... to the primary Private Client Advisor(s), within JPMorgan Wealth Management . **Job responsibilities** + Work as a team with...operational requests such as account opening, money movement and investment trades + Aid the Advisors by building and… more
- Citigroup (Jacksonville, FL)
- …is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed. **Responsibilities:** + ... Fully accountable for servicing and supporting Citi's Investment and/or Banking clients. + Able to clearly articulate...from those teams. + Provides timely feedback to senior management to identify client pain points and barriers to… more
- ManpowerGroup (St. Petersburg, FL)
- …portfolio support activities. **Key responsibilities:** * Screening and qualification of investment opportunities * Analytical and administrative management of ... for hardworking, motivated talent to join their innovative team. **BOLD Investment Analyst (Multiple position)** **10101 Doctor Martin Luther King Junior Street… more