Manager of Savings and Investments Jobs in Menlo Park, 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.
Investment Consultant - Fremont, CA
- Fremont, CA (13 miles from Menlo Park, CA)
- 1 day ago
- Fremont, CA (13 miles from Menlo Park, CA)
- 1 day 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...
Assistant Asset Manager - Lakeside Investment Company
- Oakland, CA (22 miles from Menlo Park, CA)
- 1 day ago
- Oakland, CA (22 miles from Menlo Park, CA)
- 1 day ago
Calling all superstars! We are looking for a scrappy self-starter to join our small and nimble team! We are a successful real estate investment company, focused on multi-family, mixed-use, retail,...
- Fremont, CA (13 miles from Menlo Park, CA)
- 1 day ago
- Fremont, CA (13 miles from Menlo Park, CA)
- 1 day ago
Proven experience (5+ years) in wealth management, private banking, or related financial services....
SAP SAM(Service and Asset Manager) Expert Oakland CA - Onsite
- Oakland, CA (22 miles from Menlo Park, CA)
- 30+ days ago
- Oakland, CA (22 miles from Menlo Park, CA)
- 30+ days ago
Position: SAP Service and Asset Manager (SSAM) Expert Location: Oakland, CA 94612 (Onsite) Duration: 6 12+ Months JOB DESCRIPTION: Need SAP Service and Asset Manager (SSAM) expert for Client...
Energy Asset Manager, Commercial
- Fremont, CA (13 miles from Menlo Park, CA)
- 60+ days ago
- Fremont, CA (13 miles from Menlo Park, CA)
- 60+ days ago
The Commercial Energy Asset Manager is responsible for the oversight of commercial and operational deliverables for deployed solar + battery storage energy projects portfolios. This position...
- Oakland, CA (22 miles from Menlo Park, CA)
- 45+ days ago
- Oakland, CA (22 miles from Menlo Park, CA)
- 45+ days ago
SAP Asset Manager Oakland, CA-REMOTE (Monthly onsite meetings is required) 12 months+ Contract W2 only ***PREFERS LOCAL CANDIDATES BUT OPEN TO NON-LOCALS. The role is remote with monthly onsite...
SAP Asset Manager Functional Consultant
- Oakland, CA (22 miles from Menlo Park, CA)
- 45+ days ago
- Oakland, CA (22 miles from Menlo Park, CA)
- 45+ days ago
Must Have Technical/Functional Skills • Hands-on knowledge and experience in SAP Service and Asset Management configuration and release. Knowledge on BTP Platforms and Mobile services to gather...
- Fremont, CA (13 miles from Menlo Park, CA)
- 60+ days ago
- Fremont, CA (13 miles from Menlo Park, CA)
- 60+ days ago
The Utility Energy Asset Manager plays a pivotal role in the success and optimization of Tesla's expanding portfolio of utility-scale battery storage projects. This position serves as the main...
Wealth Management Advisor - Palo Alto, CA
- Palo Alto, CA (2 miles from Menlo Park, CA)
- 60+ days ago
- Palo Alto, CA (2 miles from Menlo Park, CA)
- 60+ 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...
Demographic Data for Menlo Park, CA
Moving to Menlo Park, CA? Find some basic demographic data about Menlo Park, CA below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Menlo Park, CA
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Menlo Park, 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
- 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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