Manager of Savings and Investments Jobs in Washington, DC
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.
Montgomery Housing Partnership - Senior Asset Manager (Real Estate)
- Silver Spring, MD (9 miles from Washington, DC)
- 6 days ago
- Silver Spring, MD (9 miles from Washington, DC)
- 6 days ago
management and production reports as requested Long Term Portfolio Planning Oversee the financial and physical condition of the properties and plan for long term ownership Manage reporting requirements for lenders...
Senior Asset Manager - Real Estate nonprofit affordable housing
- Colesville, MD (11 miles from Washington, DC)
- 8 days ago
- Colesville, MD (11 miles from Washington, DC)
- 8 days ago
management and production reports as requested Long Term Portfolio Planning Oversee the financial and physical condition of the properties and plan for long term ownership Manage reporting requirements for lenders...
Investment Consultant - Alexandria, VA
- Alexandria, VA (5 miles from Washington, DC)
- 8 days ago
- Alexandria, VA (5 miles from Washington, DC)
- 8 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...
Senior Asset Manager, Criticized Assets
- McLean, VA (7 miles from Washington, DC)
- 15 days ago
- McLean, VA (7 miles from Washington, DC)
- 15 days ago
Watchlist Management, with strong understanding of Asset Management principles and Lender requirements Exceptional communication, negotiation, and interpersonal skills....
Senior Agency Asset Manager, Freddie Mac
- McLean, VA (7 miles from Washington, DC)
- 17 days ago
- McLean, VA (7 miles from Washington, DC)
- 17 days ago
Mac loans Freddie Mac Exempt Inspector Status or equivalent inspection experience At this time, Capital One will not sponsor a new applicant for employment authorization for this position....
Asset Manager, Real Estate Equity
- Columbia, MD (22 miles from Washington, DC)
- 23 days ago
- Columbia, MD (22 miles from Washington, DC)
- 23 days ago
Negotiate problem resolution/workout strategies with general partners, lenders and public-sector entities, as necessary....
- Rockville, MD (14 miles from Washington, DC)
- 28 days ago
- Rockville, MD (14 miles from Washington, DC)
- 28 days ago
Overview Please note that this position is contingent upon the successful award of a contract currently under bid. Goldbelt Apex, a part of the Healthcare Technology Transformation Group, is a...
Manage and report on status of property insurance claim process with lenders while coordinating with other internal team members....
- Alexandria, VA (5 miles from Washington, DC)
- 30+ days ago
- Alexandria, VA (5 miles from Washington, DC)
- 30+ days ago
IT Asset Manager 5109-585 CALIBRE Systems, Inc., an employee-owned management consulting and digital transformation company, is looking for a highly motivated IT Asset Manager to join our dynamic...
Senior Asset Manager - Asset Management - Midland
- McLean, VA (7 miles from Washington, DC)
- 30+ days ago
- McLean, VA (7 miles from Washington, DC)
- 30+ days ago
Midland's Asset Management group works with a diverse group of clients, which includes some of the largest lenders and investors in the commercial real estate market and the largest subordinate bond...
The Portfolio and Asset Management Department is responsible for managing the Agencys Multifamily portfolio of over one hundred and forty (140+) projects for compliance with terms of the loan...
- Bethesda, MD (6 miles from Washington, DC)
- 30+ days ago
- Bethesda, MD (6 miles from Washington, DC)
- 30+ days ago
Department Overview Our Servicing experts service all Fannie Mae, Freddie Mac, and FHA Finance loans originated by Walker & Dunlop as well as certain life insurance company, bank, and CMBS loans....
Remote Work- Columbia, MD (22 miles from Washington, DC)
- 45+ days ago
- Columbia, MD (22 miles from Washington, DC)
- 45+ days ago
About the Role: As an Asset Manager, you will collaborate closely with our Asset Management team, borrowers, lenders, and government agencies to ensure the financial health and value of multifamily...
Wealth Management Advisor-Bethesda, MD
- Rockville, MD (14 miles from Washington, DC)
- 45+ days ago
- Rockville, MD (14 miles from Washington, DC)
- 45+ days ago
Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically...
Asset Manager Consultant - Business Credit - Midland
- McLean, VA (7 miles from Washington, DC)
- 60+ days ago
- McLean, VA (7 miles from Washington, DC)
- 60+ days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Demographic Data for Washington, DC
Moving to Washington, DC? Find some basic demographic data about Washington, DC below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Washington, DC
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Washington, DC 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
- Consulting
- Asset Management
- Presentation
- Accruals
- Flexibility
- Acquisitions
- Revenue Recognition
- Property Inspections
- Commercial Real Estate
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Budgets
- Asset Allocation
- Certified Financial Planner
- Affordable Housing
- Series 65 Licensed
- Financial Statement Analysis
- Nationwide Mortgage Licensing System & Registry
- BSA
- Fannie Mae
- Freddie Mac
- Private Banking
- OFAC
- Financial Services
- Loan Servicing
- Wealth Management
- Corporate Finance
- Investment Banking
- Valuation
- Capital Markets
- Financial Statements
- Investment Management
- Financial Modeling
- Financial Planning
- Portfolio Management
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Strategy Development
- Finance
- Accounting
- Analytical Skills
- Business Development
- Written Communication
- Negotiation
- Verbal Communication
- Interpersonal Skills
- Mentoring
- Collaboration
- Documentation
- Reporting
- Coaching
- Bachelor's Degree
- Regulations
- Policy Development
- Sales
- Problem Solving
- Project Management
- Microsoft Excel
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
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