Manager of Savings and Investments Jobs in Irvine, 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.
Job Summary As a Senior Remarketing Program Manager, you will leverage your analytical, communication, and asset management skills. Expertise of asset management, including asset risk of new...
Asset Manager- Associate (Senior Housing)
- Newport Beach, CA (11 miles from Irvine, CA)
- 16 days ago
- Newport Beach, CA (11 miles from Irvine, CA)
- 16 days ago
Reporting and Communication : Prepare regular reports and updates on the performance of senior housing properties for internal stakeholders, investors, lender, and partners, providing insights and recommendations...
- Costa Mesa, CA (10 miles from Irvine, CA)
- 20 days ago
- Costa Mesa, CA (10 miles from Irvine, CA)
- 20 days ago
Now that youve found the job description, whats next? Vans is the original brand rooted in the authentic lifestyle of skateboarding. We are driven by our mission to inspire and empower everyone to...
correct where necessary Oversee and monitor loans and regulatory agreements for continued compliance Prepare and coordinate all property regulatory compliance requirements for TCAC, CDLAC, agencies, lenders...
Senior Commercial Asset Manager
- Costa Mesa, CA (10 miles from Irvine, CA)
- 22 days ago
- Costa Mesa, CA (10 miles from Irvine, CA)
- 22 days ago
Employer: DWS Group Title: Senior Asset Manager Real Estate - Commercial Location: Costa Mesa Job Code: #LI-LV2 #LI-03 About DWS: Today, markets face a whole new set of pressures but also a whole...
Commercial Asset Manager Description POSITION DESCRIPTION: The Commercial Asset Manager will be responsible for maximizing the financial and operational performance of our distributed energy...
Demographic Data for Irvine, CA
Moving to Irvine, CA? Find some basic demographic data about Irvine, CA below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Irvine, CA
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Irvine, 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
- 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
- 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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