Manager of Savings and Investments Jobs in Oakland, 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 (19 miles from Oakland, CA)
- 1 day ago
- Fremont, CA (19 miles from Oakland, 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...
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 (19 miles from Oakland, CA)
- 1 day ago
- Fremont, CA (19 miles from Oakland, CA)
- 1 day ago
Proven experience (5+ years) in wealth management, private banking, or related financial services....
Investment Banker - Healthcare (MedTech) - Vice President
- San Francisco, CA (11 miles from Oakland, CA)
- 15 days ago
- San Francisco, CA (11 miles from Oakland, CA)
- 15 days ago
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management....
Investment Banker - Healthcare (MedTech) - Vice President
- San Francisco, CA (11 miles from Oakland, CA)
- 16 days ago
- San Francisco, CA (11 miles from Oakland, CA)
- 16 days ago
As a Vice President in Investment Banking, youll have experience developing strong relationships with corporates and financial institution clients and working across different products....
SAP SAM(Service and Asset Manager) Expert Oakland CA - Onsite
- Oakland, CA
- 30+ days ago
- Oakland, 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...
- San Francisco, CA (11 miles from Oakland, CA)
- 30+ days ago
- San Francisco, CA (11 miles from Oakland, CA)
- 30+ days ago
and investors as the primary contact for properties in the assigned portfolio Negotiate with partners and/or lenders as needed to amend agreements Facilitate approval processes with lenders and/or...
Energy Asset Manager, Commercial
- Fremont, CA (19 miles from Oakland, CA)
- 60+ days ago
- Fremont, CA (19 miles from Oakland, 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...
Investment Banking Associate, Technology - San Francisco
- San Francisco, CA (11 miles from Oakland, CA)
- 30+ days ago
- San Francisco, CA (11 miles from Oakland, CA)
- 30+ days ago
Ideal candidates must also possess: Excellent analytical and presentation skills Knowledge of basic accounting and financial concepts; ability to analyze and value businesses Experience in Investment...
Investment Banking Associate MedTech
- San Francisco, CA (11 miles from Oakland, CA)
- 30+ days ago
- San Francisco, CA (11 miles from Oakland, CA)
- 30+ days ago
Basic Qualifications Advanced knowledge of accounting and finance Undergraduate degree 3+ years of Investment Banking experience Strong analytical/technical and qualitative abilities Preferred Qualifications...
- San Francisco, CA (11 miles from Oakland, CA)
- 45+ days ago
- San Francisco, CA (11 miles from Oakland, CA)
- 45+ days ago
Commercial Asset Manager Description POSITION DESCRIPTION: The Commercial Asset Manager will be responsible for maximizing the financial and operational performance of our distributed energy...
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...
Mizuho Greenhill - San Francisco Investment Banking Associate
- San Francisco, CA (11 miles from Oakland, CA)
- 45+ days ago
- San Francisco, CA (11 miles from Oakland, CA)
- 45+ days ago
Job Summary : Greenhills San Francisco based Investment Banking group is seeking an Investment Banking Associate 1 or Associate 2 to join their expanding team....
Investment Banking Associate - Healthcare Services
- San Francisco, CA (11 miles from Oakland, CA)
- 45+ days ago
- San Francisco, CA (11 miles from Oakland, CA)
- 45+ days ago
Investment Banking Associate - Healthcare Services Location(s) CA - San Francisco Business Area Investment Banking Employment Type Full Time At Piper Sandler, we connect capital with opportunity to...
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...
Demographic Data for Oakland, CA
Moving to Oakland, CA? Find some basic demographic data about Oakland, CA below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Oakland, CA
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Oakland, 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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