Manager of Savings and Investments Jobs in New York
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.
Associate, Investment Banking - M&A, New York City
- New York, NY
- 12 hours ago
- New York, NY
- 12 hours ago
We are passionate about our business and our culture, and are seeking individuals with that same drive. We are an Equal Opportunity Employer. Applicants are considered for employment opportunities...
Investment Banking Associate - Banks Coverage (FIG)
- New York, NY
- 12 hours ago
- New York, NY
- 12 hours ago
Investment Banking Associates are an integral part of the Investment Banking team....
Basic Qualifications Advanced knowledge of accounting and finance Undergraduate degree 3+ years of Investment Banking experience Strong analytical/technical and qualitative abilities Preferred Qualifications...
- New York, NY
- 23 hours ago
- New York, NY
- 23 hours ago
banking products and services for large-cap and mid-cap corporates and financial sponsors....
/21416/c454b940-fc97-49b0-8aef-fb94fb6ab953.png&z=8&s=BNK&ih_t=3%2F14%2F2025+8%3A57%3A18+PM&utm_medium=internal%20referrer&utm_campaign=affiliate_uwm_ms-data-science&utm_content=university-of-wisconsin--milwaukee&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
Associate, Investment Banking, Leveraged Finance / Non-Investment Grade Finance
- New York, NY
- 1 day ago
- New York, NY
- 1 day ago
banking, wealth management and private banking, corporate and investment banking, and capital markets....
Assist in originating M&A opportunities, raise equity for clients, guide companies through financial restructuring, discuss strategic alternatives geared towards growth, and provide other...
Investment Banking Associate, Healthcare (Biotech and Specialty Pharma)
- New York, NY
- 1 day ago
- New York, NY
- 1 day ago
POSITION: The Global Healthcare Group is actively looking for an experienced Investment Banking Associate for our New York or Palo Alto, California office that will support our Biotech and Specialty...
Work Experience: 3+ year of experience with a Bachelor's degree or 1+ years with a MBA in Industrials Investment Banking....
Vice President, Lead Investment Banker - Financial Sponsors Group - Infrastructure Fund Coverage
- New York, NY
- 2 days ago
- New York, NY
- 2 days ago
The Financial Sponsors Group is seeking a Vice President with prior Infrastructure Fund investment banking coverage experience to join their team in our New York City office....
Role Overview Sodexo is seeking a Senior IT Asset Manager to coordinate and manage the North American (NorAm) Asset Management Program This is a remote role with the preferred candidate residing...
Remote WorkInvestment Banking Associate, Technology - New York City / Boston
- New York, NY
- 2 days ago
- New York, NY
- 2 days ago
Ideal candidates must also possess: Excellent analytical and presentation skills Knowledge of basic accounting and financial concepts; ability to analyze and value businesses Experience in Investment...
- New York, NY
- 3 days ago
- New York, NY
- 3 days ago
, Languages): 4+ years of experience in Debt Capital Markets, Investment Banking, or related work environment, preferably with a market's orientation....
Investment Banking Associates are an integral part of the Investment Banking team....
Investment Banking Associate MBA Internship - New York
- New York, NY
- 4 days ago
- New York, NY
- 4 days ago
Investment Banking Intern Seeking a hardworking MBA passionate about investment banking....
Investment Banking Associate, Capital Markets - New York City
- New York City, NY
- 7 days ago
- New York City, NY
- 7 days ago
Banking (corporate finance/M&A) or equivalent A drive for results, and ability to perform well under pressure and against tight deadlines Team player mentality, and ability to effectively interact...
Demographic Data for New York
Moving to New York? Find some basic demographic data about New York below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in New York
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in New York 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
- Flexibility
- Acquisitions
- Property Inspections
- Commercial Real Estate
- Argus
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Private Equity
- Budgets
- Asset Allocation
- Real Estate Management
- Lease Negotiation
- Capital Improvements
- Certified Financial Planner
- Series 65 Licensed
- Nationwide Mortgage Licensing System & Registry
- Fannie Mae
- Freddie Mac
- Private Banking
- Wealth Management
- Financial Services
- Corporate Finance
- Capital Markets
- Valuation
- Investment Banking
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Planning
- Financial Modeling
- Due Diligence
- Financial Analysis
- Real Estate
- Relationship Management
- Strategy Development
- Finance
- Business Development
- Accounting
- Negotiation
- Written Communication
- Documentation
- Bachelor's Degree
- Reporting
- Sales
- Regulations
- Policy Development
- Microsoft Excel
- Problem Solving
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Manager of Savings and Investments Related Career Advice Articles
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »