Manager of Savings and Investments Jobs in Atlanta, GA
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.
- Peachtree Corners, GA (16 miles from Atlanta, GA)
- 4 hours ago
- Peachtree Corners, GA (16 miles from Atlanta, GA)
- 4 hours ago
WAREHOUSE ASSET MANAGER Capstone Logistics, LLC Peachtree Corners, GA (Onsite) Full-Time Job Details Shift: Compensation: Competitive Warehouse Asset Manager JOB SUMMARY: We are seeking a...
Investment Banking Associate I, Advisory - Healthcare Services
- Atlanta, GA
- 2 days ago
- Atlanta, GA
- 2 days ago
Description Citizens M&A Healthcare Services team is seeking an Investment Banking Associate for our Atlanta office....
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
Serve as a primary contact and as an intermediary between master servicers, special servicers, commercial lenders, rating agencies and borrowers....
Investment Banking Associate II, M&A, Healthcare Services
- Atlanta, GA
- 18 days ago
- Atlanta, GA
- 18 days ago
Citizens M&A Healthcare Services team is seeking an Investment Banking Associate for our Atlanta office....
Investment Consultant - Atlanta Perimeter, GA Investment Consultant - Atlanta Perimeter, GA
- Sandy Springs, GA (12 miles from Atlanta, GA)
- 20 days ago
- Sandy Springs, GA (12 miles from Atlanta, GA)
- 20 days ago
Investment Consultant - Atlanta Perimeter, GA Charles Schwab 4 ( ) Sandy Springs, GA Why you should apply for a job to Charles Schwab : Ranked as one of the 4/5 in overall job satisfaction 67% say...
Private Equity Asset Manager Private Equity Asset Manager
- Atlanta, GA
- 20 days ago
- Atlanta, GA
- 20 days ago
Private Equity Asset Manager CBRE 3.2 ( ) Atlanta, GA Why you should apply for a job to CBRE : 67% say the CEO supports gender diversity Ratings are based on anonymous reviews by Fairygodboss...
Basic Qualifications Advanced knowledge of accounting and finance Undergraduate degree 3+ years of Investment Banking experience Strong analytical/technical and qualitative abilities Preferred Qualifications...
counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending...
- Morrow, GA (11 miles from Atlanta, GA)
- 30+ days ago
- Morrow, GA (11 miles from Atlanta, GA)
- 30+ days ago
Asset Manager Position:Asset Manager Employer:Clayton County Water Authority Wage:$91,501.00 - $141,826.00 Annually City:Morrow State/Province:GA Valid Until:Aug 31, 2025 Position: Asset Manager...
Twenty years of experience in commercial banking, loan workout, and/or relationship management....
and Requirements General Description: This position is responsible for compiling statistical financial, economic and plan specific data for client investment reports. The ideal candidate should be...
Investment Banking Associate, M&A, Commercial & Industrial Services
- Atlanta, GA
- 30+ days ago
- Atlanta, GA
- 30+ days ago
Description Citizens M&A Commercial & Industrial Services team is seeking an Investment Banking Associate for our Atlanta office....
Asset Manager Consultant - Asset Management - Midland
- Atlanta, GA
- 45+ days ago
- Atlanta, GA
- 45+ days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Job Purpose The Asset Manager will be responsible for the management of assets in Arbor Realty Trust's (ART) loan portfolio. Essential Job Functions (Duties/Responsibilities) The Asset Manager...
Demographic Data for Atlanta, GA
Moving to Atlanta, GA? Find some basic demographic data about Atlanta, GA below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Atlanta, GA
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Atlanta, GA 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
- Estate Planning
- Presentation
- Accruals
- Acquisitions
- Revenue Recognition
- Commercial Real Estate
- Client Relationships
- Private Equity
- Asset Allocation
- Certified Financial Planner
- Reimbursement
- Series 65 Licensed
- Relationship Management
- Financial Statement Analysis
- Nationwide Mortgage Licensing System & Registry
- BSA
- Private Banking
- Freddie Mac
- Fannie Mae
- OFAC
- Mortgage Processing
- Financial Services
- Wealth Management
- Capital Markets
- Investment Banking
- Valuation
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Planning
- Financial Modeling
- Due Diligence
- Asset Management
- Financial Analysis
- Real Estate
- Risk Management
- Finance
- Strategy Development
- Relationship Management
- Business Development
- Negotiation
- Written Communication
- Documentation
- Accounting
- Mentoring
- Collaboration
- Reporting
- Interpersonal Skills
- Policy Development
- Bachelor's Degree
- Regulations
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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