Insurance Portfolio Investment Analyst NextEra Energy IncInsurance Portfolio Investment AnalystNorth Palm Beach, FLUnderstanding of institutional investment management, with exposure to fixed income, equities, and private markets; Knowledge of investment concepts including performance measurement, risk analysis, and portfolio construction; Familiarity with investment grade credit, structured products, and government-backed securities preferred; Basic understanding of insurance company investment considerations, including statutory accounting, capital requirements, and asset-liability management (P&C experience preferred); Exposure to private markets (private equity, private credit) is a plus; Strong analytical and quantitative skills, including proficiency in Excel and financial modeling; Knowledge of macroeconomic and capital market dynamics; Excellent written and verbal communication skills, with experience preparing presentations; High attention to detail and strong organizational capabilities; Ability to manage multiple priorities and meet deadlines in a fast-paced environment; Self-starter with the ability to work independently and collaboratively across teams. Monitor portfolio positioning relative to asset allocation targets, risk limits, and liability characteristics; Track portfolio performance, attribution, and key risk metrics (e.g., duration, credit quality, liquidity); Support monthly and quarterly reporting, including investment committee materials and senior management presentations; Assist in preparing regulatory and statutory reporting relevant to insurance portfolios (e.g., NAIC reporting, statutory filings); Ensure accuracy and timeliness of investment data across systems and reports.
Financial Advisor Truist Investment Services, Palm Beach Gardens, FL Truist Financial CorpFinancial Advisor Truist Investment Services, Palm Beach Gardens, FLPalm Beach Gardens, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients'' individual goals, risk tolerances and best interests.
Director of Accounting - Loans, Investments, and Derivatives Seacoast National BankDirector of Accounting - Loans, Investments, and DerivativesStuart, FLOversee accounting and financial reporting for the investment portfolio, including, Available‑for‑Sale (AFS) and Held‑to‑Maturity (HTM) securities, mutual funds, and other alternative investments, as applicable. JOB SUMMARY: The Investment Accounting Senior Director is responsible for accurate accounting, valuation, financial reporting, and regulatory treatment of the company investment portfolio and derivative instruments.
Financial Advisor Truist Investment Services, Palm Beach Gardens, FL Truist BankFinancial Advisor Truist Investment Services, Palm Beach Gardens, FLPalm Beach Gardens, Florida2. Banking experience helpfulGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.
Partnership Executive - Investment Sales Fusion Growth PartnersPartnership Executive - Investment SalesStuart, FLRemote$70,000–$250,000As you build, you can become a Contract Negotiator (Hero) running final deal closes for the broader team, build a Consulting Portfolio generating recurring revenue-share income, or build and lead your own division as Vice President — with an override on every client your team brings in. 5000 company ranked 813th nationally — deploys capital, staff, and infrastructure directly into the businesses of high-performing residential real estate agents.
Partnership Executive/Investment Sales & Business Advisor Fusion Growth PartnersPartnership Executive/Investment Sales & Business AdvisorStuart, FLRemote$70,000–$250,0005000 company (ranked 813th nationally) that invests capital, staff, and infrastructure directly into the businesses of residential real estate agents — helping them scale from solo producer to true enterprise. As you build your partner portfolio and expand your book of business, your income potential scales rapidly realistic earnings can reach $250,000+ annually within your first three years.
J. P. Morgan Advisor - Investment Associate - Palm Beach Gardens, FL JPMorgan Chase & CoJ. P. Morgan Advisor - Investment Associate - Palm Beach Gardens, FLPalm Beach Gardens, FLProvides investment support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Partnership Executive/Investment Sales Fusion Growth PartnersPartnership Executive/Investment SalesStuart, FLRemoteProgression: Business Advisor & Partnership Management (Consultant Role) Once we invest in these small businesses and they join your portfolio, your role quickly shifts to a consultant role where you act as a "board member" or trusted advisor to the business owner. Your two main functions will evolve as follows: Initial Focus: Investment / Partner Acquisition (Inside Sales) Your primary responsibility will be to qualify potential business candidates and provide a detailed, personal explanation of our unique investment model.