Manager of Savings and Investments Jobs in San Francisco, 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.
Assistant Asset Manager - Lakeside Investment Company
- Oakland, CA (11 miles from San Francisco, CA)
- 1 day ago
- Oakland, CA (11 miles from San Francisco, 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,...
Investment Banker - Healthcare (MedTech) - Vice President
- San Francisco, CA
- 15 days ago
- San Francisco, 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
- 16 days ago
- San Francisco, 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 (11 miles from San Francisco, CA)
- 30+ days ago
- Oakland, CA (11 miles from San Francisco, 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...
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...
Investment Banking Associate, Technology - San Francisco
- San Francisco, CA
- 30+ days ago
- San Francisco, 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...
Basic Qualifications Advanced knowledge of accounting and finance Undergraduate degree 3+ years of Investment Banking experience Strong analytical/technical and qualitative abilities Preferred Qualifications...
Commercial Asset Manager Description POSITION DESCRIPTION: The Commercial Asset Manager will be responsible for maximizing the financial and operational performance of our distributed energy...
- Oakland, CA (11 miles from San Francisco, CA)
- 45+ days ago
- Oakland, CA (11 miles from San Francisco, 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...
Mizuho Greenhill - San Francisco Investment Banking Associate
- San Francisco, CA
- 45+ days ago
- San Francisco, 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
- 45+ days ago
- San Francisco, 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...
SAP Asset Manager Functional Consultant
- Oakland, CA (11 miles from San Francisco, CA)
- 45+ days ago
- Oakland, CA (11 miles from San Francisco, 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...
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...
- San Rafael, CA (14 miles from San Francisco, CA)
- 60+ days ago
- San Rafael, CA (14 miles from San Francisco, CA)
- 60+ days ago
Together with other Asset Management Directors, Develops and implements Asset Management department goals that will ensure that long-term physical health of the properties meets Company, owner, and lender...
Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer...
Demographic Data for San Francisco, CA
Moving to San Francisco, CA? Find some basic demographic data about San Francisco, CA below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in San Francisco, CA
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in San Francisco, 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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