Manager of Savings and Investments Jobs in Covina, 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.
- Los Angeles, CA (21 miles from Covina, CA)
- 3 days ago
- Los Angeles, CA (21 miles from Covina, CA)
- 3 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 (21 miles from Covina, CA)
- 5 days ago
- Los Angeles, CA (21 miles from Covina, 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,...
Investment Consultant - Los Angeles, CA (Downtown)
- Los Angeles, CA (21 miles from Covina, CA)
- 9 days ago
- Los Angeles, CA (21 miles from Covina, 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...
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 (21 miles from Covina, CA)
- 12 days ago
- Los Angeles, CA (21 miles from Covina, 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 (21 miles from Covina, CA)
- 23 days ago
- Los Angeles, CA (21 miles from Covina, CA)
- 23 days ago
Respond to ad hoc investor, partner, lender, or internal requests for portfolio information. Review, manage, and approve annual budgets....
Commercial Asset Manager - Energy
- Los Angeles, CA (21 miles from Covina, CA)
- 60+ days ago
- Los Angeles, CA (21 miles from Covina, 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 (21 miles from Covina, CA)
- 90+ days ago
- Los Angeles, CA (21 miles from Covina, 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 (21 miles from Covina, CA)
- 90+ days ago
- Los Angeles, CA (21 miles from Covina, 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...
Investment Banking Associate - Industrials & Business Services M&A Advisory
- Los Angeles, CA (21 miles from Covina, CA)
- 90+ days ago
- Los Angeles, CA (21 miles from Covina, CA)
- 90+ days ago
Skills & Experience: Minimum of two years of sell-side M&A advisory and investment banking experience (with record of completed transactions from pitch to close in the Industrials and Business Services...
Remote WorkInvestment Banking Associate - Food & Beverage M&A
- Los Angeles, CA (21 miles from Covina, CA)
- 90+ days ago
- Los Angeles, CA (21 miles from Covina, CA)
- 90+ days ago
Skills & Experience: Minimum of two years of sell-side M&A advisory and investment banking experience (with record of completed transactions from pitch to close in the Food & Beverage sector) Outstanding...
Remote Work- Rancho Cucamonga, CA (18 miles from Covina, CA)
- 90+ days ago
- Rancho Cucamonga, CA (18 miles from Covina, CA)
- 90+ days ago
Submit annual welfare tax Coordinate communications and manage requests from investors, lenders, agencies, and other With support of the Compliance team, monitor compliance requirements and deadlines...
Investment Banking Associate - Healthcare M&A
- Los Angeles, CA (21 miles from Covina, CA)
- 90+ days ago
- Los Angeles, CA (21 miles from Covina, CA)
- 90+ days ago
Skills & Experience: Minimum of two years of sell-side M&A advisory and investment banking experience with record of completed transactions from pitch to close in the Healthcare sector Outstanding academic...
Remote WorkDemographic Data for Covina, CA
Moving to Covina, CA? Find some basic demographic data about Covina, CA below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Covina, CA
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Covina, 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
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