Manager of Savings and Investments Jobs in Colorado Springs, CO
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.
Software Asset Manager OSAAVA Services View Employer's ProfileFOLLOW EMPLOYER Yesterday Secret Mid Level Career (5+ yrs experience) IT - Software Co Spgs, CO (ON-SITE/OFFICE) Clearance: Secret...
Title: Logistics Asset Manager I Location: Colorado Springs, CO Clearance: TS/SCI with the ability to obtain and maintain a CI polygraph Job Details: Reporting to the Logistics Manager, handle the...
Title: Logistics Asset Manager IV Location: Colorado Springs, CO; Alexandria, VA; Landover, MD Clearance: TS/SCI with the ability to obtain and maintain a CI polygraph Job Details: Reporting to...
Title: Logistics Asset Manager II Location: Colorado Springs, CO Clearance: TS/SCI with the ability to obtain and maintain a CI polygraph Job Details: Reporting to the Logistics Manager, handle...
Title: Logistics Asset Manager III Location: Colorado Springs, CO; Alexandria, VA; Landover, MD Clearance: TS/SCI with the ability to obtain and maintain a CI polygraph Job Details: Reporting to...
Demographic Data for Colorado Springs, CO
Moving to Colorado Springs, CO? Find some basic demographic data about Colorado Springs, CO below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Colorado Springs, CO
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Colorado Springs, CO 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
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Private Equity
- Fixed Income
- Asset Allocation
- Certified Financial Planner
- Series 65 Licensed
- Nationwide Mortgage Licensing System & Registry
- Fannie Mae
- Freddie Mac
- Private Banking
- OFAC
- Mortgage Processing
- Financial Services
- Wealth Management
- Corporate Finance
- Capital Markets
- Valuation
- Underwriting
- Financial Statements
- Investment Banking
- Investment Management
- Portfolio Management
- Financial Planning
- Financial Modeling
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Relationship Management
- Strategy Development
- Finance
- Business Development
- Accounting
- Written Communication
- Negotiation
- Documentation
- Collaboration
- Bachelor's Degree
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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