- Lincoln Financial Group (St. Petersburg, FL)
- …you, please read on! **The Role at a Glance** We are excited to bring on an Investment Accounting Analyst to support the Investment Accounting and ... Purpose of Job** As a regulatory GAAP and Statutory Investment Reporting Analyst , you will be responsible...Reporting Team at Lincoln Financial Group. The Investment Accounting and Reporting team is a… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …obtained through experience and formal training to develop and maintain an investment due diligence program. Coverage universe will span the spectrum from publicly ... obtain information needed from fund sponsors. Provide support and material to IFS Investment Committee and to the Due Diligence manager for review and monitoring of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …company complies with regulations and good financial practice. Develop and amend investment models to provide input to senior colleagues and/or help manage assigned ... case creation with client departments to quantify current costs, justify project investment , and identify the return on investment . Typically works without… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …responsible for the operational support for a specific set of alternative investment products throughout their entire life cycle including new product onboarding, ... ongoing investment servicing, and on occasion, termination of ...+ Basic office practices, procedures and methods + Basic accounting concepts + Due diligence or operations area at… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Qualifications - External** **Knowledge, Skills, and Abilities** **Knowledge of** * Investment products and securities markets in general and offshore mutual funds ... and other packaged products function within the existing infrastructure. * Investment concepts, practices and procedures used in the securities industry regarding… 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
- Molina Healthcare (St. Petersburg, FL)
- …The ideal candidate will have at least two years of experience as an analyst at an investment bank or similar firm. **Knowledge/Skills/Abilities** * Develop ... adhere to deadlines in a high-paced organization **PREFERRED EXPERIENCE:** + Prior analyst experience in investment banking strongly preferred + Healthcare… more