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.
IT ASSET MANAGEMENT LEAD WASHINGTON, DC FULL BENEFITS POSITION, SALARY TO $90K FED GOV END CLIENT REQ SHIP PUBLIC TRUST Reviews field support requirements and recommends tool and test equipment....
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
- 14 days ago
- Washington, DC
- 14 days ago
About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm....
Company DescriptionA place where people can come together, making communities wholeRecognizing and responding to change has been the cornerstone to our success in adding value to assets by...
Investment Banking - Mid Cap Investment Banking - Associate
- Washington, DC
- 45+ days ago
- Washington, DC
- 45+ 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
- Collaboration
- Property Management
- Acquisitions
- Property Inspections
- Commercial Real Estate
- Argus
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Private Equity
- Budgets
- Capital Budgeting
- Asset Allocation
- Certified Financial Planner
- Series 65 Licensed
- Relationship Management
- Nationwide Mortgage Licensing System & Registry
- Fannie Mae
- Commercial Banking
- Freddie Mac
- Private Banking
- Wealth Management
- Financial Services
- Corporate Finance
- Capital Markets
- Valuation
- Underwriting
- Investment Banking
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Planning
- Financial Modeling
- Due Diligence
- Financial Analysis
- Real Estate
- Relationship Management
- Strategy Development
- Risk Management
- Finance
- Accounting
- Analytical Skills
- Negotiation
- Written Communication
- Documentation
- Bachelor's Degree
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Staff Supervision
- Organization
- Research Skills
- Scheduling
- Leadership
- Communication Skills
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