Manager of Savings and Investments Jobs
A Manager of Savings and Investments in the banking industry is primarily responsible for overseeing the savings and investment portfolios of clients. They guide clients in making the most profitable financial decisions, developing investment strategies while also ensuring that they meet regulatory compliance standards. They monitor and analyze market trends, execute investment transactions and manage associated risks. They are also involved in fostering client relationships, providing financial advice and presenting investment opportunities.
Important skills for this role include strong analytical abilities, decision-making skills, a deep understanding of financial markets, and excellent communication skills. Familiarity with investment and portfolio management software is also an advantage. Certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Investment Management Analyst (CIMA) can enhance credibility and expertise. Prior to becoming a Manager of Savings and Investments, an individual may have roles such as Financial Analyst, Investment Advisor, or Portfolio Manager.
ManTech seeks a motivated, career and customer-oriented Asset Manager to join our team in Tysons, VA. This role is critical in overseeing the lifecycle management of IT assets, including...
NMCI Asset Manager/System Administrator (NUWC Code 34/Navy/DoD)
- Middletown, RI
- 3 hours ago
- Middletown, RI
- 3 hours ago
THOR Solutions is actively seeking a junior-to-mid level Asset Manager/System Administrator to support NMCI hardware and software asset management activities for Code 34 at the Naval Undersea...
They are looking for a highly motivated investment banking associate to join the team in NYC....
management partner based on needs and financial complexity Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire Degree and/...
Location: 88 East Broad Street - Columbus, Ohio 43215 JOB TITLE: Community Development Senior Asset Manager - Direct Tax Credit Equity Investments ABOUT THE BUSINESS: Key Community Development...
Brookhaven National Laboratory is committed to employee success and we believe that a comprehensive employee benefits program is an important and meaningful part of the compensation employees...
Remote WorkManagement, or related field Other: Financial services experience Series 65 or equivalent Certified Financial Planner (CFP) is required Advanced degrees or designations such as CPA or JD preferred...
Property Asset Manager - CHEF'STORE (Hybrid - Onsite and Remote)
- West Linn, OR
- 1 day ago
- West Linn, OR
- 1 day ago
ARE YOU A CURRENT US FOODS EMPLOYEE? PLEASE APPLY DIRECTLY THROUGH OUR INTERNAL WORKDAY CAREER SITE Join Our Community of Food People! This position is responsible for analyzing leases,...
Asset Manager The Opportunity: As an Asset Manager for a specialized section within the Command Post Modernization (CPMod) program, you will leverage your expertise to provide comprehensive...
Location: 88 East Broad Street - Columbus, Ohio 43215 JOB TITLE: Community Development Senior Asset Manager Direct Tax Credit Equity Investments ABOUT THE BUSINESS: Key Community Development...
Analyst or Associate, Investment Banking, Corporate Finance Advisory - Toronto, ON
- Toronto, ON
- 1 day ago
- Toronto, ON
- 1 day ago
banking, wealth management and private banking, corporate and investment banking, and capital markets....
About DMI DMI is a leading provider of digital services and technology solutions, headquartered in Tysons Corner, VA. With a focus on end-to-end managed IT services, including managed mobility,...
Your Impact\: The mission of the Lone Wolf program is to support, operate, and maintain the Distributed Continuity Integrated Network – Top Secret Enterprise Services (DCIN-TS ES) which is a...
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
banking, wealth management and private banking, corporate and investment banking, and capital markets....
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs Nationwide
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Manager of Savings and Investments position
- Modeling
- Asset Management
- Presentation
- Collaboration
- Property Management
- Acquisitions
- Property Inspections
- Commercial Real Estate
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Private Equity
- Budgets
- Depreciation
- Asset Allocation
- Capital Improvements
- Certified Financial Planner
- Series 65 Licensed
- Relationship Management
- Restructuring
- Fannie Mae
- Commercial Banking
- Private Banking
- OFAC
- Credit Analysis
- Wealth Management
- Financial Services
- Corporate Finance
- Capital Markets
- Valuation
- Underwriting
- Investment Banking
- Financial Statements
- Investment Management
- Financial Planning
- Portfolio Management
- Financial Modeling
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Relationship Management
- Finance
- Strategy Development
- Business Development
- Accounting
- Written Communication
- Negotiation
- Documentation
- Mentoring
- Reporting
- Bachelor's Degree
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Staff Supervision
- Organization
- Research Skills
- Leadership
- Communication Skills
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