Manager of Savings and Investments Jobs in El Monte, 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 (13 miles from El Monte, CA)
- 1 day ago
- Los Angeles, CA (13 miles from El Monte, CA)
- 1 day ago
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...
- Los Angeles, CA (13 miles from El Monte, CA)
- 1 day ago
- Los Angeles, CA (13 miles from El Monte, CA)
- 1 day ago
COMPANY BH Properties is a privately held commercial real estate investment firm focused on value-add acquisitions in office, industrial, retail and multi-family properties throughout the Western...
Digital Asset Manager - Tableau Proficiency, Fully Remote
- Beverly Hills, CA (20 miles from El Monte, CA)
- 1 day ago
- Beverly Hills, CA (20 miles from El Monte, 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- Los Angeles, CA (13 miles from El Monte, CA)
- 1 day ago
- Los Angeles, CA (13 miles from El Monte, CA)
- 1 day ago
They must have a strong working knowledge of workout strategies, commercial credit analysis, problem loan structuring, contracts, bankruptcy laws, OREO management and market dynamics....
Property Supervisor/Asset Manager
- Torrance, CA (23 miles from El Monte, CA)
- 1 day ago
- Torrance, CA (23 miles from El Monte, CA)
- 1 day ago
Full time Property Supervisor for busy Torrance office; must have Rental and HOA experience - organized, ability to multi-task. Medical and vacation; $52-56K starting salary. Please send resumes....
- Los Angeles, CA (13 miles from El Monte, CA)
- 2 days ago
- Los Angeles, CA (13 miles from El Monte, CA)
- 2 days ago
OPERATIONAL RISK BUSINESS OVERSIGHT PROGRAM MANAGER WHAT IS THE OPPORTUNITY? Operational Risk Management (ORM) is responsible for providing independent and objective oversight of the management of...
- Los Angeles, CA (13 miles from El Monte, CA)
- 5 days ago
- Los Angeles, CA (13 miles from El Monte, CA)
- 5 days ago
LOCATION Los Angeles, CA SALARY $28.85 EMPLOYMENT TYPE Temp CATEGORY Marketing DIVISION Syndicatebleu Digital Asset Manager A leading entertainment studio is seeking a highly organized and...
- Los Angeles, CA (13 miles from El Monte, CA)
- 5 days ago
- Los Angeles, CA (13 miles from El Monte, CA)
- 5 days ago
They must have a strong working knowledge of workout strategies, commercial credit analysis, problem loan structuring, contracts, bankruptcy laws, OREO management and market dynamics....
Asset Manager - Director of Asset Management
- Los Angeles, CA (13 miles from El Monte, CA)
- 8 days ago
- Los Angeles, CA (13 miles from El Monte, CA)
- 8 days ago
Ensure compliance with loan covenants and proactively address lender inquiries or requests....
Asset Manager- Affordable Housing Real Estate
- Los Angeles, CA (13 miles from El Monte, CA)
- 11 days ago
- Los Angeles, CA (13 miles from El Monte, CA)
- 11 days ago
Primary Responsibilities & Accountabilities Asset Management Ensures assigned portfolio is operating in compliance with regulatory agreements, lender requirements, and company procedures....
Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our...
- East Los Angeles, CA (6 miles from El Monte, CA)
- 14 days ago
- East Los Angeles, CA (6 miles from El Monte, CA)
- 14 days ago
Real Estate Asset Manager - Industrial Portfolio Location: Commerce, CA / Hybrid Industry: Real Estate / Industrial Asset Management Company: TCI - A Leading Transportation Services Provider...
Investment Banking Associate - Healthcare M&A
- Los Angeles, CA (13 miles from El Monte, CA)
- 14 days ago
- Los Angeles, CA (13 miles from El Monte, CA)
- 14 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 Work- Los Angeles, CA (13 miles from El Monte, CA)
- 18 days ago
- Los Angeles, CA (13 miles from El Monte, CA)
- 18 days ago
analyze and recommend investor capital calls and distributions Develop analytical tools to allow leadership to better understand the state of the portfolio Monitor and maintain compliance with all lender...
Investment Banking Associate - Beauty & Personal Care M&A
- Los Angeles, CA (13 miles from El Monte, CA)
- 60+ days ago
- Los Angeles, CA (13 miles from El Monte, CA)
- 60+ 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 in the Consumer Products sector) Outstanding...
Remote WorkDemographic Data for El Monte, CA
Moving to El Monte, CA? Find some basic demographic data about El Monte, CA below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in El Monte, CA
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in El Monte, 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
- Freddie Mac
- 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
- Auditing
- 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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