Manager of Savings and Investments Jobs in Walnut Creek, 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 Banking Associate- Technology
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 2 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 2 days ago
Your expertise: • a bachelor's degree or equivalent in Finance, Economics, Accounting, Business Administration, or a relevant field • prior experience in Technology, Media & Telecom (TMT) Investment...
Asset Manager - Multifamily Real Estate Location: Walnut Creek, CA | Local Travel Required Full-Time | Newly Created Role Our client, a growing multifamily real estate investment and development...
Investment Consultant - San Ramon, CA
- San Ramon, CA (7 miles from Walnut Creek, CA)
- 3 days ago
- San Ramon, CA (7 miles from Walnut Creek, CA)
- 3 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...
Director of Multifamily Asset Manager and Construction
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 4 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 4 days ago
Build and maintain strong relationships with investors, lenders, and joint venture partners....
ASSET MANAGER Contract type Full-Time Location Walnut Creek, CA Specialty Marketing Salary $90,000/year - $120,000/year Remote No Reference 486937 name Rob Tomlinson For This Job JOB DESCRIPTION...
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 11 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 11 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...
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 11 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 11 days ago
Employer: DWS Group Title: Asset Manager Real Estate - Commercial Location: San Francisco Job Code: #LI-LV2 #LI-03 About DWS: Today, markets face a whole new set of pressures but also a whole lot...
Investment Consultant - San Francisco, CA
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 12 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 12 days ago
management partner based on needs and financial complexity Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire Degree and/...
Investment Banking Associate (TMT)
- Fremont, CA (21 miles from Walnut Creek, CA)
- 12 days ago
- Fremont, CA (21 miles from Walnut Creek, CA)
- 12 days ago
Ideal Profile: 2-3 years of experience in M&A execution at a leading investment banking group....
- Hayward, CA (13 miles from Walnut Creek, CA)
- 13 days ago
- Hayward, CA (13 miles from Walnut Creek, CA)
- 13 days ago
Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management....
- San Leandro, CA (11 miles from Walnut Creek, CA)
- 16 days ago
- San Leandro, CA (11 miles from Walnut Creek, CA)
- 16 days ago
Relationship Management (~10%) External Partner Engagement : Build relationships with local partners including City and County staff, lenders, investors, and the general public in a professional manner...
Investment Banker - Technology
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 20 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 20 days ago
Are you a leader in innovation? Do you know how to come up with creative ideas for clients? •create partnerships by increasing depth and breadth of existing client relationships •increase the...
Alternative Investment Consultant
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 24 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 24 days ago
Do you have expertise and interest in Alternative Investments Sales? We are looking for an experienced team member to fulfill the following responsibilities : • responsible for the sales,...
- Foster City, CA (24 miles from Walnut Creek, CA)
- 30+ days ago
- Foster City, CA (24 miles from Walnut Creek, CA)
- 30+ days ago
all responses to questions from investors/lenders on assigned portfolio Negotiates with partners and/or lenders as needed to amend agreements to ensure the long-term financial health of the properties...
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 30+ days ago
- San Francisco, CA (19 miles from Walnut Creek, 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...
Demographic Data for Walnut Creek, CA
Moving to Walnut Creek, CA? Find some basic demographic data about Walnut Creek, CA below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Walnut Creek, CA
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Walnut Creek, 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
- Revenue Recognition
- Property Inspections
- Commercial Real Estate
- Argus
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Asset Allocation
- Lease-Up
- Certified Financial Planner
- Series 65 Licensed
- Relationship Management
- Financial Statement Analysis
- BSA
- Fannie Mae
- Freddie Mac
- Private Banking
- OFAC
- Financial Services
- Wealth Management
- Corporate Finance
- Investment Banking
- Valuation
- Capital Markets
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Modeling
- Financial Planning
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Relationship Management
- Finance
- Strategy Development
- Accounting
- Negotiation
- Verbal Communication
- Written Communication
- Collaboration
- Documentation
- Bachelor's Degree
- Regulations
- Reporting
- Policy Development
- Sales
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Manager of Savings and Investments Related Career Advice Articles
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »