- University of Miami (Coral Gables, FL)
- …from investment accounts and reconciles to Trustee statements. + Tracks divested securities to and from separately managed investment accounts. + Interacts directly ... with key members of the external audit team. + Assists with developing procedures related to the Retirement Plan financial reporting processes and recommends changes as needed. + Prepares Form 5500 tax return and inputs data into the tax software. This list of… more
- MUFG (Tampa, FL)
- …is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity ... Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this… more
- Citigroup (Boca Raton, FL)
- …services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides ... home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality… more
- Coinbase (Tallahassee, FL)
- …a fast paced environment. * Advanced knowledge of the financial services industry and securities trading. * Flexible and adaptable to meet the evolving needs of a ... high-growth and fast paced organization. * Fantastic communication and relationship management skills, passion for assisting customers to use Coinbase products successfully, and an eagerness to create a community of high value Coinbase power users. *Nice to… more
- JPMorgan Chase (Venice, FL)
- …AMOUNT INVESTED Investment products and services are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of ... FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, NA are affiliated companies under the… more
- MUFG (Tampa, FL)
- …is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity ... Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this… more
- MUFG (Tampa, FL)
- …is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity ... Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this… more
- Citigroup (Jacksonville, FL)
- …services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with ... a brain and a soul, Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations &… more
- MyFlorida (Tallahassee, FL)
- …and confirms those with other agencies quarterly. + Prepares the Publicly Traded Securities Report and submits it to the State Board of Administration (SBA) ... quarterly. + Maintains Public Deposit Identification and Acknowledgment forms. Prepare, obtain the necessary signature and submit the Public Depositor Annual Report to the Chief Financial Officer by the due date. + Prepares and timely submits the annual… more
- Deloitte (Miami, FL)
- …Background in derivatives finance, including detailed knowledge of derivatives theory and securities pricing and financial instrument types and structures is a plus ... + Experience with Asset Liability Management (ALM) or Counterparty Valuation Adjustment (CVA) is a plus + Experience with wholesale/retail credit models (ie PD/LGD/ALLL), interest rate risk, counterparty credit risk, and/or operational risk models is a plus +… more