Manager of Savings and Investments Jobs in Cerritos, 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.
Hardware Asset Manager, Service Excellence Team
- Irvine, CA (20 miles from Cerritos, CA)
- 6 hours ago
- Irvine, CA (20 miles from Cerritos, CA)
- 6 hours ago
Hardware Asset Manager, Service Excellence Team "I can succeed as a Hardware Asset Manager at Capital Group." The Hardware Asset Manager for the Service Excellence Team is responsible for...
- West Los Angeles, CA (24 miles from Cerritos, CA)
- 1 day ago
- West Los Angeles, CA (24 miles from Cerritos, CA)
- 1 day ago
Looking for a Junior level Asset Manager with affordable housing / low income experience. Great company with opportunities to learn and grow. Full time and direct hire. Equal Opportunity Employer...
- Los Angeles, CA (12 miles from Cerritos, CA)
- 4 days ago
- Los Angeles, CA (12 miles from Cerritos, CA)
- 4 days ago
Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically...
Junior Asset Manager with degree
- Los Angeles, CA (12 miles from Cerritos, CA)
- 5 days ago
- Los Angeles, CA (12 miles from Cerritos, CA)
- 5 days ago
Asset Manager 80k to 85k Must be proficient in MS office products (Word, Excel, Outlook) Experience with industry applications, specifically Yardi. Bachelors degree is preferred in Business,...
- Torrance, CA (13 miles from Cerritos, CA)
- 8 days ago
- Torrance, CA (13 miles from Cerritos, CA)
- 8 days ago
TEKsystems' client is seeking a strategic and hands-on DAM & PIM Resource Planner to lead the vision, planning, and optimization of their Digital Asset Management (DAM) and Product Information...
Investment Consultant - Los Angeles, CA (Downtown)
- Los Angeles, CA (12 miles from Cerritos, CA)
- 9 days ago
- Los Angeles, CA (12 miles from Cerritos, CA)
- 9 days ago
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
Asset Manager / Facilities Manager - Healthcare
- Covina, CA (18 miles from Cerritos, CA)
- 9 days ago
- Covina, CA (18 miles from Cerritos, CA)
- 9 days ago
About Us At ENFRA, we blend a rich history with a forward-looking vision. With over 100 years of experience, we are a pillar of stability in the energy infrastructure industry and a leader in...
2026 Corporate & Investment Banking Associate Program (California) - Early Careers
- Los Angeles, CA (12 miles from Cerritos, CA)
- 12 days ago
- Los Angeles, CA (12 miles from Cerritos, CA)
- 12 days ago
A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading...
- Los Angeles, CA (12 miles from Cerritos, CA)
- 23 days ago
- Los Angeles, CA (12 miles from Cerritos, CA)
- 23 days ago
Respond to ad hoc investor, partner, lender, or internal requests for portfolio information. Review, manage, and approve annual budgets....
- Irvine, CA (20 miles from Cerritos, CA)
- 26 days ago
- Irvine, CA (20 miles from Cerritos, CA)
- 26 days ago
For you NEW REF: BH-309876 Commercial Asset Manager NES Fircroft 501-2000 Staffing and Recruitment Visit website 134 Location Irvine Posted date 19 hours ago Minimum level No experience / No...
Investment Consultant- Newport Beach, CA
- Corona del Mar, CA (22 miles from Cerritos, CA)
- 30+ days ago
- Corona del Mar, CA (22 miles from Cerritos, CA)
- 30+ days ago
Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo...
Investment Consultant - El Segundo, CA
- El Segundo, CA (18 miles from Cerritos, CA)
- 60+ days ago
- El Segundo, CA (18 miles from Cerritos, CA)
- 60+ days ago
Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm...
Commercial Asset Manager - Energy
- Los Angeles, CA (12 miles from Cerritos, CA)
- 60+ days ago
- Los Angeles, CA (12 miles from Cerritos, CA)
- 60+ days ago
Prologis, Inc. is the global leader in logistics real estate. In partnership with our customers and our communities, we develop modern, high-quality properties that set the standard for innovative...
- Los Angeles, CA (12 miles from Cerritos, CA)
- 90+ days ago
- Los Angeles, CA (12 miles from Cerritos, CA)
- 90+ days ago
Job Title: Asset Management Director Position Type: FTE - Permanent Location: Los Angeles, CA Salary Range: USD $ 160 000-200 000 Job ID#: 154544 Job Description: We are seeking a commercial...
- Los Angeles, CA (12 miles from Cerritos, CA)
- 90+ days ago
- Los Angeles, CA (12 miles from Cerritos, CA)
- 90+ days ago
asset management activities, including oversight of property management agreements, regulatory agreements and requirements; development and oversight of property budgets and financial performance; lender...
Demographic Data for Cerritos, CA
Moving to Cerritos, CA? Find some basic demographic data about Cerritos, CA below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Cerritos, CA
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Cerritos, 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
- Estate Planning
- Presentation
- Accruals
- Acquisitions
- Revenue Recognition
- Commercial Real Estate
- Client Relationships
- Private Equity
- Asset Allocation
- Certified Financial Planner
- Reimbursement
- Series 65 Licensed
- Relationship Management
- Financial Statement Analysis
- Nationwide Mortgage Licensing System & Registry
- BSA
- Private Banking
- Freddie Mac
- Fannie Mae
- OFAC
- Mortgage Processing
- Financial Services
- Wealth Management
- Capital Markets
- Investment Banking
- Valuation
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Planning
- Financial Modeling
- Due Diligence
- Asset Management
- Financial Analysis
- Real Estate
- Risk Management
- Finance
- Strategy Development
- Relationship Management
- Business Development
- Negotiation
- Written Communication
- Documentation
- Accounting
- Mentoring
- Collaboration
- Reporting
- Interpersonal Skills
- Policy Development
- Bachelor's Degree
- Regulations
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Organization
- 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 »