- Lincoln Financial Group (St. Petersburg, FL)
- …**Requisition #:** 72640 **The Role at a Glance** We are excited to bring on an Investment Accounting Analyst to support the Investment Accounting ... of both hybrid and remote employees. **General Purpose of Job** As an Investment Accounting Analyst , you will be responsible for providing timely and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …training approved by Human Resources. **Licenses/Certifications:** + Chartered Financial Analyst (CFA) I designation. **Job:** Investment Management **Primary ... 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
- Robert Half Accountemps (Sarasota, FL)
- Description Robert Half is seeking a financial analyst who can support strategic and financial planning methods, build long-range operating plans to support business ... such as: Retention forecasts, Campaign Planning & Tracking, return on investment of strategic investments, event tracking and execution, strategic resource… more
- Aston Carter (St. Petersburg, FL)
- Job Title: Sr Business Analyst (Remote) About the Role: Our client is seeking a highly skilled and experienced Senior Business Analyst to join their Shared ... recommend solutions. + Complete project charters, workflow analysis, and return on investment documentation. Qualifications: + Minimum of 5 years of experience in… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Fundamental concepts, principles and practices of the securities industry and managed investment solutions and products. * Economic and accounting principles and ... markets, investments and insurance based products. * Concepts and regulations related investment advisory & retirement plans. **Skill in** : * Presentation skills,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …confirm appropriateness of the members of each group/system. * Process Investment Committee documentation. * Responsible for departmental mail distribution and ... space. * Business Application System Administration * Overall Financial and Accounting systems and data flows and Business Application troubleshooting techniques *… more
- Truist (St. Petersburg, FL)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more