Manager of Savings and Investments Jobs in Tampa, 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.
Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the worlds leading financial groups. Across the globe, were...
Remote WorkKforce has a client that is seeking a Fixed Asset Manager in Tampa, FL. Summary:We are seeking a proactive and detail-driven Fixed Asset Manager to oversee our clients' full lifecycle of fixed...
analysis, organizational documents, and legal memos....
- Tampa, FL
- 27 days ago
- Tampa, FL
- 27 days ago
Job Classification: Investment Management - Investment Operations A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for...
Type of Requisition: Regular Clearance Level Must Currently Possess: Top Secret/SCI Clearance Level Must Be Able to Obtain: Top Secret/SCI Public Trust/Other Required: None Job Family: Financial...
Asset Manager/Logistics Analyst
- Macdill AFB, FL (7 miles from Tampa, FL)
- 29 days ago
- Macdill AFB, FL (7 miles from Tampa, FL)
- 29 days ago
Type of Requisition: Regular Clearance Level Must Currently Possess: Top Secret/SCI Clearance Level Must Be Able to Obtain: Top Secret/SCI Public Trust/Other Required: None Job Family: Financial...
SITEC - Asset Manager - Software Peraton - 3.1 Macdill AFB, FL Job Details Full-time $66,000 - $106,000 a year 11 hours ago Qualifications Jira Remedy TS/SCI Enterprise software Bachelor of...
SITEC - Asset Manager - Software
- Macdill AFB, FL (7 miles from Tampa, FL)
- 30+ days ago
- Macdill AFB, FL (7 miles from Tampa, FL)
- 30+ days ago
Responsibilities Peraton requires an Asset Manager - Software to support the Special Operation Command Information Technology Enterprise Contract (SITEC) 3. This position is located at MacDill,...
analysis, organizational documents, and legal memos....
Asset Manager, Renewable Energy
- St Petersburg, FL (16 miles from Tampa, FL)
- 45+ days ago
- St Petersburg, FL (16 miles from Tampa, FL)
- 45+ days ago
Asset Manager, Renewable Energy locations Remote Missouri - United States time type Full time posted on Posted Yesterday job requisition id R-0002989 Job Description Summary The Asset Management...
- Saint Petersburg, FL (16 miles from Tampa, FL)
- 45+ days ago
- Saint Petersburg, FL (16 miles from Tampa, FL)
- 45+ days ago
Preservation Asset Manager locations Saint Petersburg, Florida - United States time type Full time posted on Posted 30+ Days Ago job requisition id R-0001643 Job Description Job Summary: In a role...
Our client is a Registered Investment Advisor (RIA) that manages over 3.5 Billion for high-net-worth individuals and family clients, who are looking for a Wealth Manager to work directly with the...
Demographic Data for Tampa, FL
Moving to Tampa, FL? Find some basic demographic data about Tampa, FL below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Tampa, FL
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Tampa, 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
- 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
- Credit Analysis
- 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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