Manager of Savings and Investments Jobs in Boca Raton, FL
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.
- Palm Beach, FL (22 miles from Boca Raton, FL)
- 4 days ago
- Palm Beach, FL (22 miles from Boca Raton, FL)
- 4 days ago
This is a highly responsible professional position driving the implementation and management of the Water Utilities Department (WUD) Enterprise Asset Management Program. Exercises a high degree of...
We are seeking a results-driven Asset Manager to oversee a diverse portfolio of multifamily and retail properties in the Boca Raton area. This role is responsible for maximizing asset value...
Investment Banking Associate - Secondaries
- West Palm Beach, FL (24 miles from Boca Raton, FL)
- 15 days ago
- West Palm Beach, FL (24 miles from Boca Raton, FL)
- 15 days ago
We are working with a leading investment banking firm specializing in GP and LP led secondaries, seeking an Associate to join their team....
Investment Banking Associate - Real Estate / Secondaries
- West Palm Beach, FL (24 miles from Boca Raton, FL)
- 15 days ago
- West Palm Beach, FL (24 miles from Boca Raton, FL)
- 15 days ago
banking (or interested in real estate investment banking and currently in a separate product group, coverage role, restructuring group), with an emphasis on financial modeling; secondaries experience...
Nichols Wealth Partners, a rapidly growing wealth management firm, is seeking a Wealth Advisor to assist us in our mission of helping clients achieve their financial goals....
Commercial Asset Manager, Commercial SBC
- West Palm Beach, FL (24 miles from Boca Raton, FL)
- 21 days ago
- West Palm Beach, FL (24 miles from Boca Raton, FL)
- 21 days ago
Commercial Asset Manager, Commercial SBC Onity Group Inc. - 3.5 West Palm Beach, FL Job Details Full-time Estimated: $74.8K - $94.7K a year 10 hours ago Qualifications Microsoft Powerpoint...
Investment Banker; recently retired or semi-retired
- Hollywood, FL (23 miles from Boca Raton, FL)
- 23 days ago
- Hollywood, FL (23 miles from Boca Raton, FL)
- 23 days ago
Investment Banker; recently retired or semi-retired confidential compensation: no initial comp, commissions on amounts raised plus 49% equity of the total equity we have to as co-founders. After...
Investment Consultant - Ft. Lauderdale, FL
- Ft Lauderdale, FL (16 miles from Boca Raton, FL)
- 45+ days ago
- Ft Lauderdale, FL (16 miles from Boca Raton, FL)
- 45+ days ago
management partner based on needs and financial complexity Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire Degree and/...
Demographic Data for Boca Raton, FL
Moving to Boca Raton, FL? Find some basic demographic data about Boca Raton, FL below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Boca Raton, FL
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Boca Raton, FL 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
- Revenue Recognition
- Property Inspections
- Commercial Real Estate
- Argus
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Budgets
- Asset Allocation
- Lease-Up
- Certified Financial Planner
- Series 65 Licensed
- Relationship Management
- Financial Statement Analysis
- BSA
- Fannie Mae
- Freddie Mac
- Private Banking
- OFAC
- Financial Services
- Wealth Management
- Corporate Finance
- Investment Banking
- Valuation
- Capital Markets
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Modeling
- Financial Planning
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Finance
- Relationship Management
- Strategy Development
- Accounting
- Negotiation
- Verbal Communication
- Written Communication
- Collaboration
- Documentation
- Bachelor's Degree
- Regulations
- Reporting
- Policy Development
- Sales
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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