Manager of Savings and Investments Jobs in Bridgeport, CT
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 Consultant - Fairfield, CT
- Fairfield, CT (4 miles from Bridgeport, CT)
- 6 hours ago
- Fairfield, CT (4 miles from Bridgeport, CT)
- 6 hours 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...
- Danbury, CT (20 miles from Bridgeport, CT)
- 8 days ago
- Danbury, CT (20 miles from Bridgeport, CT)
- 8 days ago
FuelCell Energy is a global leader in decarbonizing power and producing hydrogen through our proprietary fuel cell technology. Our mission is to enable a world powered by clean energy. As an...
Remote WorkAsset Manager, Vicadrostat + Empa
- Ridgefield, CT (17 miles from Bridgeport, CT)
- 9 days ago
- Ridgefield, CT (17 miles from Bridgeport, CT)
- 9 days ago
Asset Manager, Vicadrostat + Empa BI Pharmaceuticals, Inc. - 4.0 Ridgefield, CT Job Details Full-time Estimated: $128K - $227K a year 8 hours ago Qualifications Six Sigma Certification Process...
Supervise 1 Investment Banking Analyst....
- Stamford, CT (18 miles from Bridgeport, CT)
- 26 days ago
- Stamford, CT (18 miles from Bridgeport, CT)
- 26 days ago
As an Investment Consultant, you will be responsible for leading the client experience and investment consulting efforts to clients in both an advisory and Outsourced Chief Investment Officer...
Investment Consultant - Greenwich, CT
- Greenwich, CT (23 miles from Bridgeport, CT)
- 45+ days ago
- Greenwich, CT (23 miles from Bridgeport, CT)
- 45+ days ago
Investment Consultant - Greenwich, CT Greenwich, CT Salary: listed in the job description or discussed with your recruiter Published: November 18, 2024 Hybrid Experience: Associate ID: 2103140...
Demographic Data for Bridgeport, CT
Moving to Bridgeport, CT? Find some basic demographic data about Bridgeport, CT below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Bridgeport, CT
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Bridgeport, CT 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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