Manager of Savings and Investments Jobs in District of Columbia
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.
Job Requirements: 3 to 5 years of experience in Software Asset Management, Software Licensing, or IT Asset Management with a software focus. Minimum 2 years of hands-on experience with ServiceNow...
Job#: 2071751 Job Description: Apex Systems is seeking a Software Asset Manager to work onsite in Washington, D.C. Summary: We are seeking a highly motivated and detail-oriented Software Asset...
Multifamily Senior Asset Manager - Advisor, Watchlist Management
- Washington, DC
- 4 days ago
- Washington, DC
- 4 days ago
At Fannie Mae, the inspiring work we do helps make a home a possibility for millions of homeowners and renters. Every day offers compelling opportunities to impact the future of the housing...
We are seeking a highly organized and detail-oriented Hardware Asset Manager to support the lifecycle management of IT assets across enterprise environments, specifically within the U.S....
Original Posting: April 17, 2025 For U.S. Positions: While subject to change based on business needs, Leidos reasonably anticipates that this job requisition will remain open for at least 3 days...
We are looking for someone to join our growing team as a Property Asset Manager, focusing on providing five-star experiences for our homeowners, tenants, and leasing partners. You will be...
analysis. * Knowledge of and experience with commercial multifamily real estate markets and property types specifically with a focus on the Low Income Housing Tax Credit business. * Experience managing...
Collaborate with finance and accounting teams to ensure accurate financial reporting and compliance with company policies and capital partner/lender requirements....
Experienced Associate - Investment Banking, Industrials
- Washington, DC
- 30+ days ago
- Washington, DC
- 30+ days ago
About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm....
Investment Banking - Mid Cap Investment Banking - Associate
- Washington, DC
- 60+ days ago
- Washington, DC
- 60+ days ago
We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team in Washington DC....
ActioNet has an immediate opportunity for a n Asset Manager requiring a Public Trust - Level 5 Investigation, located in Washington, DC. ActioNet is an IT service provider and solutions integrator...
Demographic Data for District of Columbia
Moving to District of Columbia? Find some basic demographic data about District of Columbia below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in District of Columbia
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in District of Columbia 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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