- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and executing investment opportunities within the financial advisory sector, deploying Raymond James ' capital to support and expand its network of advisors ... value. **Responsibilities:** + Lead deal creation and execution for private equity investments in financial advisory firms....equity partnership to support branch growth in alignment with Raymond James ' operational and strategic goals. +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to team members, fostering growth and improving skill sets. * Interact with Raymond James Financial Advisors to answer questions about the operational ... Summary:** Under very limited supervision, the Director of Alternative Investment Operational Due Diligence utilizes specialized knowledge and skills...infrastructure of funds on the Raymond James platform. * Actively support the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Ability to think independently and quickly and convey a positive impression of Raymond James to third parties. + Operating standard office equipment and using ... role will materially support the firm's goal of delivering a menu of high-quality private markets investment opportunities to private wealth clients, with a… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …client, prospect, and professional events in the effort to generate new investment banking business and establish new productive relationships. + Apply financial ... as assigned. **Knowledge, Skills, and Abilities** **Knowledge of:** + Advanced investment concepts, practices, and procedures used in the securities industry. +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Knowledge, Skills, and Abilities** **Knowledge of** + Advanced concepts of private wealth management planning; investment management; and specialized products. ... strategies. + Maintain a comprehensive understanding of the unique investment management offerings (strategy and allocation; institutional fiduciary services; … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Builds trusted relationships with senior leadership, including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset ... . Advanced knowledge of risks and regulations in all aspects of the Private Client and Asset Management . Risk assessment methodologies . Risk governance structure… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Advanced knowledge of general securities industry including both public and private investment products + Enterprise securities risk management practices ... including volume, ratings, bulk holdings (bank and firm), fundamental analysis and common volatility metrics + Bloomberg and Thompson Reuters functions and corresponding MS Excel formula syntax + Intermediate Excel knowledge and skills including macro creation… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Execution of the risk-based branch exam program in FINRA-registered and non-registered Private Client Group branches across the country + Detailed documentation of ... of the SEC, FINRA, and state securities regulatory agencies + Fundamental investment concepts, practices, and procedures used in the securities industry + Financial… more