- Lumen (Tallahassee, FL)
- …we digitally connect the world and shape the future. **The Role** CenturyLink Investment Management (CIM), a subsidiary of Lumen Technologies, Inc., is the ... investment fiduciary responsible for the management of Lumen's employee...funds that CIM designs and manages, and include active multi- manager core funds, passive core funds, and multi-asset class… more
- Deloitte (Tampa, FL)
- …practice and serve our largest clients, we have an exciting opportunity for you as a Tax Manager on our growing team! What you'll do As a Tax Manager , you will ... your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution… more
- Deloitte (Tampa, FL)
- …local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ... this may be the right role for you! We are looking for an innovative, analytical Manager who is ready to handle new challenges and join one of the largest Multistate… more
- Deloitte (Jacksonville, FL)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... Private Wealth practice! What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will...decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their… more
- US Bank (Sarasota, FL)
- …investment advisory, and insurance + Deliver economic and market views, investment strategy, manager /fund/security research, and due diligence + Portfolio ... and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products lead on the Wealth Management… more
- Deloitte (Miami, FL)
- …Funds, and real estate joint ventures and operating partnerships. As a Tax Senior Manager within the Investment Management - Real Estate Tax group, you will ... of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an...Real Estate Services Tax practice as a Tax Senior Manager . What You'll Do Deloitte Tax Senior Managers use… more
- PNC (Aventura, FL)
- …investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions ... Life, Health & Accident Insurance are required **Job Description** + Consults on investment and insurance strategies, as well as the development of financial plans… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in development of financial models for revenue and income forecasts. + Makes investment recommendations to portfolio manager with respect to companies in ... obtained through education and experience, to assist with the generation of investment ideas consistent with small and/or mid cap portfolio objectives. Assists a… more
- PNC (Sarasota, FL)
- …valued and have an opportunity to contribute to the company's success. As an Investment Advisor Sr. within PNC Private Bank organization, you will be based in our ... a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. **Job Description** + Manages accounts in accordance with … more
- Citigroup (Tampa, FL)
- …an opportunity participate in monthly internal committee meetings, quarterly fund manager calls, and internal oversight forums covering portfolio risk and ... user of MS PowerPoint + Basic understanding of market, portfolio, and investment risk + Basic understanding of risk concepts like volatility, correlations, stress… more
- Siebert Williams Shank (West Palm Beach, FL)
- …dealer on more than 40 commercial paper programs, a perennial leader as a co- manager of investment -grade corporate debt, a national leader in public finance ... (SWS) is a growing, financial services firm that offers investment banking, sales, trading & research, and advisory services...investment banking, and a seasoned and successful share repurchase… more
- Deloitte (Tampa, FL)
- …you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.? ... career for you! What you'll do As a Tax Manager , you will draw on experience in accounting and...taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of… more
- Manulife (FL)
- …today. **Working Arrangement** Hybrid **Job Description** **Job Summary:** The Transaction Manager will report to the Director, Transaction Management and Support, ... will also focus on continuous improvement to ensure a high level of investment and asset diligence, process efficiency and knowledge transfer to support MIM Ag's… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …minimal supervision and with a high level of autonomy, the Senior Manager , Alternative Investments Product Delivery uses extensive knowledge and skills obtained ... through education and experience to ensure timely onboarding of new alternative investment products (ie, hedge funds, private equity funds, real estate funds, and… more
- Deloitte (Miami, FL)
- …Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships, we have an exciting opportunity for you as a Senior ... Tax Manager on our growing team! Work you'll do As...experience to provide tax compliance and consulting services to investment management clients. You will assist clients with effective… more
- American Express (Sunrise, FL)
- …#TeamAmex. Within the Technology Portfolio Management team, the Portfolio Management Transformation Manager will work with the Director and business leaders to drive ... model and defining the future state to drive transparent and effective investment decisions. The successful candidate will work with the Director, Portfolio… more
- BMO Financial Group (Sarasota, FL)
- Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of ... investment management and administration to ensure compliance. Works collaboratively...customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain… more
- Citigroup (Miami, FL)
- …DC 20210 NOTICE OF FILING Citibank, NA seeks an Associate Banker Senior Manager for its Miami, Florida location. Duties: Deepen client relationships and promote ... Create tailored investments proposals for offshore accounts, according to client's investment needs. Communicate with different product specialist areas in order to… more
- Bank of America (Fort Walton Beach, FL)
- Market Client Relationship Manager Pensacola, Florida;Mobile, Alabama; Fort Walton Beach, Florida **Job Description:** Merrill Wealth Management is a leading ... provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of… more
- Element Materials Technology (Palm Beach Gardens, FL)
- **Overview** As the Corporate Development Manager , you will be member of the global corporate development team and will focus primarily on the North America region ... will be able to work independently as required. The Corporate Development Manager will be responsible for coordinating cross-functional teams and run transaction… more