Manager of Savings and Investments Jobs in El Segundo, 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.
- West Los Angeles, CA (9 miles from El Segundo, CA)
- 1 day ago
- West Los Angeles, CA (9 miles from El Segundo, 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 (9 miles from El Segundo, CA)
- 4 days ago
- Los Angeles, CA (9 miles from El Segundo, 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 (9 miles from El Segundo, CA)
- 5 days ago
- Los Angeles, CA (9 miles from El Segundo, 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 (7 miles from El Segundo, CA)
- 8 days ago
- Torrance, CA (7 miles from El Segundo, 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 (9 miles from El Segundo, CA)
- 9 days ago
- Los Angeles, CA (9 miles from El Segundo, 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
- Pasadena, CA (22 miles from El Segundo, CA)
- 9 days ago
- Pasadena, CA (22 miles from El Segundo, 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 (9 miles from El Segundo, CA)
- 12 days ago
- Los Angeles, CA (9 miles from El Segundo, 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 (9 miles from El Segundo, CA)
- 23 days ago
- Los Angeles, CA (9 miles from El Segundo, CA)
- 23 days ago
Respond to ad hoc investor, partner, lender, or internal requests for portfolio information. Review, manage, and approve annual budgets....
- Woodland Hills, CA (20 miles from El Segundo, CA)
- 30+ days ago
- Woodland Hills, CA (20 miles from El Segundo, CA)
- 30+ days ago
We are looking for a dedicated, detail-oriented, and dependable person to fill the role of IT Asset Manager and Analyst. This full-time role offers a unique opportunity to gain hands-on experience...
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 (9 miles from El Segundo, CA)
- 60+ days ago
- Los Angeles, CA (9 miles from El Segundo, 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 (9 miles from El Segundo, CA)
- 90+ days ago
- Los Angeles, CA (9 miles from El Segundo, 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 (9 miles from El Segundo, CA)
- 90+ days ago
- Los Angeles, CA (9 miles from El Segundo, 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...
Associate Wealth Management Advisor: Rancho Palos Verde
- Rancho Palos Verdes, CA (11 miles from El Segundo, CA)
- 90+ days ago
- Rancho Palos Verdes, CA (11 miles from El Segundo, CA)
- 90+ days ago
At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Investment Banking Associate - Industrials & Business Services M&A Advisory
- Los Angeles, CA (9 miles from El Segundo, CA)
- 90+ days ago
- Los Angeles, CA (9 miles from El Segundo, 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 WorkDemographic Data for El Segundo, CA
Moving to El Segundo, CA? Find some basic demographic data about El Segundo, CA below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in El Segundo, CA
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in El Segundo, 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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