Manager of Savings and Investments Jobs in California
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.
Department: Affordable Housing | Equity - Asset Management We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate...
maintenance, social and environmental impact programming, and capex plans; Ensuring compliance for each asset's loan and other contractual obligations; Developing and maintaining relationships with lenders...
COMPANY BH Properties is a privately held commercial real estate investment firm focused on value-add acquisitions in office, industrial, retail and multi-family properties throughout the Western...
Digital Asset Manager - Tableau Proficiency, Fully Remote
- Beverly Hills, CA
- 18 hours ago
- Beverly Hills, CA
- 18 hours ago
Our client, a leading entertainment company, is seeking a Digital Asset Manager to work with their team. This is an ongoing, fully remote, 40 hours/week contract opportunity. You must be working...
Remote WorkInvestment Banking Associate 2 Tech M&A (Top 10 US Bank)
- San Francisco, CA
- 18 hours ago
- San Francisco, CA
- 18 hours ago
Investment Banking Associates are an integral part of the Investment Banking team....
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...
They must have a strong working knowledge of workout strategies, commercial credit analysis, problem loan structuring, contracts, bankruptcy laws, OREO management and market dynamics....
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,...
Full time Property Supervisor for busy Torrance office; must have Rental and HOA experience - organized, ability to multi-task. Medical and vacation; $52-56K starting salary. Please send resumes....
Proven experience (5+ years) in wealth management, private banking, or related financial services....
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...
- Los Angeles, CA
- 1 day ago
- Los Angeles, CA
- 1 day ago
OPERATIONAL RISK BUSINESS OVERSIGHT PROGRAM MANAGER WHAT IS THE OPPORTUNITY? Operational Risk Management (ORM) is responsible for providing independent and objective oversight of the management of...
LOCATION Los Angeles, CA SALARY $28.85 EMPLOYMENT TYPE Temp CATEGORY Marketing DIVISION Syndicatebleu Digital Asset Manager A leading entertainment studio is seeking a highly organized and...
They must have a strong working knowledge of workout strategies, commercial credit analysis, problem loan structuring, contracts, bankruptcy laws, OREO management and market dynamics....
Investment Consultant - Del Mar, CA San Diego, CA Salary: listed in the job description or discussed with your recruiter Published: April 15, 2025 Hybrid Experience: Associate ID: 2109694 FINRA...
Demographic Data for California
Moving to California? Find some basic demographic data about California below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in California
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in California 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
- Tenant Relations
- 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
- 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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