Manager of Savings and Investments Jobs in Colorado
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.
We don't simply hire employees. We invest in them. When you work at Chatham, we empower you offering professional development opportunities to help you grow in your career, no matter if you've...
Location:127 Public Square - Cleveland, Ohio 44114 JOB TITLE: Community Development Asset Manager - Direct Tax Credit Equity Investments ABOUT THE BUSINESS: Key Community Development Corporation...
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...
Regional Investment Consultant - RIA & Regional Banks - West
- Colorado Springs, CO
- 12 days ago
- Colorado Springs, CO
- 12 days ago
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of...
Are you looking for an exciting job where you can put your skills and talents to work at a company you can feel proud to be a part of? Do you want a workplace that will challenge you and offer you...
Job Details Level : Management Job Location : Denver, CO Position Type : Full Time Salary Range : $110000.00 - $130000.00 Salary/year Description At McWhinney, we do real estate differently. As an...
This job might be for you if you have the following: At least 5 years of direct work experience with renewable energy development or similar industry experience in investment banking, corporate finance...
and investor approvals for various business activities Assist with existing property recapitalizations Ongoing loan compliance and lender reporting as assigned Prepare and update internal valuation...
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...
Investment Banking Associate - Public Finance 3.9 3.9 out of 5 stars Denver, CO About Piper Sandler At Piper Sandler, we connect capital with opportunity to build a better future....
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...
About Vorto Vorto is on a mission to increase sustainability and create more jobs by making supply chains more efficient across the entire value chain. Through powerful AI technology, Vorto's...
Investment Banking Associate (CO) FMI Corporation is seeking a talented professional to join FMI Capital Advisors, the firms investment banking group and registered broker/dealer....
Bancorp Investments, investment and insurance products and services - Extensive knowledge of private banking products and services, including credit processes and policies - Ability to effectively present...
Demographic Data for Colorado
Moving to Colorado? Find some basic demographic data about Colorado below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Colorado
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Colorado 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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