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.
Manage and report on status of property insurance claim process with lenders while coordinating with other internal team members....
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...
Investment Banking - Mid Cap Investment Banking - Associate
- Washington, DC
- 90+ days ago
- Washington, DC
- 90+ 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
- 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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