• Investment Sales Analyst

    CBRE (Tampa, FL)
    Investment Sales Analyst Job ID 185377 Posted 25-Sep-2024 Service line Advisory Segment Role type Full-time Areas of Interest Capital Markets Location(s) ... of America **About the role** Our team is seeking a hard-working Investment Sales Analyst . The successful candidate will work on technology-driven solutions… more
    CBRE (09/26/24)
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  • Regulatory GAAP and Statutory Investment

    Lincoln Financial Group (Tampa, FL)
    …#:** 72640 **The Role at a Glance** We are excited to bring on an Investment Accounting Analyst to support the Investment Accounting and Reporting Team ... remote employees.. **General Purpose of Job** As a regulatory GAAP and Statutory Investment Reporting Analyst , you will be responsible for providing timely and… more
    Lincoln Financial Group (09/07/24)
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  • Salesforce Senior Business Analyst - System…

    JPMorgan Chase (Tampa, FL)
    …you can push the limits of what's possible. As a Salesforce Senior Business Analyst - System Administrator within our IT team, you will be responsible for setting ... enhance custom applications & features on the platform, by leveraging Salesforce Sales , Service, Marketing, Analytics, and Community Clouds + Build and maintain… more
    JPMorgan Chase (08/05/24)
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  • Offshore Mutual Fund Product Analyst

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …mutual fund platform at Raymond James. This position will work within the Investment Solutions group within Global Wealth Solutions and will provide support to the ... product partners. * Gathers, analyzes, interprets and distributes information on sales trends, product demand and marketing strategies of assigned products. *… more
    Raymond James Financial, Inc. (08/28/24)
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  • Financial Analyst I

    Jabil (St. Petersburg, FL)
    …for financial and expense performance, rate of return, depreciation, working capital, and investment . LOCATION This role will be based fully on-site at our Corporate ... FLESSENTIAL DUTIES AND RESPONSIBILITIES. Prepare forecasts and analyze trends in sales , finance, and general business conditions.. Make recommendations for financial… more
    Jabil (09/20/24)
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  • Premier Banker I or II - Tampa or St. Petersburg

    Truist (Tampa, 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
    Truist (08/15/24)
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  • Sr. Wealth Strategist

    Fifth Third Bank, NA (Tampa, FL)
    …Prospect and Client Discovery: + Plays a major role in the sales process in acquiring significant (generally >$10 million investable) relationships by partnering ... and implementation of advanced planning techniques: (estate, tax, insurance, option, investment , retirement). + Reviews all client deliverables for which the… more
    Fifth Third Bank, NA (09/13/24)
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