Manager of Savings and Investments Jobs in Calabasas, CA
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.
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...
Digital Asset Manager - Tableau Proficiency, Fully Remote
- Beverly Hills, CA (21 miles from Calabasas, CA)
- 1 day ago
- Beverly Hills, CA (21 miles from Calabasas, CA)
- 1 day ago
Our client, a leading entertainment company, is seeking a Digital Asset Manager to work with their team. This is an ongoing, fully remote, 40 hours/week contract opportunity. You must be working...
Remote Work- Santa Monica, CA (17 miles from Calabasas, CA)
- 30+ days ago
- Santa Monica, CA (17 miles from Calabasas, CA)
- 30+ days ago
RETS Associates on behalf of our client, a leading real estate private equity firm focused on industrial and self-storage investments across Southern California, Seattle, and the Bay Area is...
Demographic Data for Calabasas, CA
Moving to Calabasas, CA? Find some basic demographic data about Calabasas, CA below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Calabasas, CA
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Calabasas, CA 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
- 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
- Credit Analysis
- 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
- Business Development
- Accounting
- Written Communication
- Negotiation
- Documentation
- Collaboration
- Bachelor's Degree
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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