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...
Department: Affordable Housing | Equity - Asset Management We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate...
Senior Asset Manager - Asset Management - Midland
- Farmers Branch, TX
- 4 hours ago
- Farmers Branch, TX
- 4 hours ago
Midlands Asset Management group works with a diverse group of clients, which includes some of the largest lenders and investors in the commercial real estate market and the largest subordinate bond...
banking experience or an MBA + 1 year of investment banking experience as an associate Significant experience executing M&A and capital markets transactions in the depositories industry is required...
LDG Development and our affiliated companies are growing rapidly to produce higher levels of much-needed affordable housing across the nation. Our founding belief that “ Everyone Deserves a...
Aon is looking for a Senior Investment Consultant in Atlanta, GA or Chicago, IL Responsibilities: Leads all aspects of client deliverables and is responsible for interfacing with other teams...
This is a full-time, exempt (salaried) individual contributor position eligible for a hybrid work arrangement (office and work from home), based out of the corporate office in Newton,...
Together, we own our company, our future, and our shared success. As an employee-owned company, our people are Black & Veatch. We put them at the center of everything we do and empower them to...
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide...
Multifamily Senior Asset Manager - Advisor, Watchlist Management
- Plano, TX
- 11 hours ago
- Plano, TX
- 11 hours ago
At Fannie Mae, the inspiring work we do helps make a home a possibility for millions of homeowners and renters. Every day offers compelling opportunities to impact the future of the housing...
maintenance, social and environmental impact programming, and capex plans; Ensuring compliance for each asset's loan and other contractual obligations; Developing and maintaining relationships with lenders...
Capstone Logistics is a 3rd party logistics provider in a variety of industry verticals including retail, grocery and foodservice distribution. We provide logistical support to customers in over...
Hello, Digital Asset Manager / Admin Phone/Video/On-site Interview 12+ months Pay Range: $30-35/hr on W2 USC/GC only on w2 Must Haves: Bachelor's Degree 36 months of experience working with...
Asset Manager - Midland Loan Services - Asset Management
- Kansas City, MO
- 12 hours ago
- Kansas City, MO
- 12 hours ago
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. As an...
At Wealth Management from U.S. Bank and U.S....
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
- Leases
- Asset Allocation
- Capital Improvements
- Certified Financial Planner
- Affordable Housing
- Series 65 Licensed
- Relationship Management
- Restructuring
- Fannie Mae
- Commercial Banking
- Private Banking
- Wealth Management
- Loan Servicing
- Financial Services
- Corporate Finance
- Capital Markets
- Valuation
- Underwriting
- Investment Banking
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Modeling
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Relationship Management
- Finance
- Strategy Development
- Accounting
- Business Development
- Written Communication
- Negotiation
- Documentation
- Bachelor's Degree
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- 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 »