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.
Aon is looking for a Senior Investment Consultant in Atlanta, GA or Chicago, IL Responsibilities: Leads all aspects of client deliverables and is responsible for interfacing with other teams...
- Norcross, GA (16 miles from Atlanta, GA)
- 1 day ago
- Norcross, GA (16 miles from Atlanta, GA)
- 1 day ago
Capstone Logistics is a 3rd party logistics provider in a variety of industry verticals including retail, grocery and foodservice distribution. We provide logistical support to customers in over...
Job Description: This position requires office presence of a minimum of 5 days per week and is only located in the location(s) posted. No relocation is offered. Join AT&T and reimagine the...
Asset Manager Job Description Reporting Relationships: This position reports directly to the VP, Asset Management. Summary: RADCO is an Atlanta-based multidimensional real estate firm formed in...
This Investment Banking Associate will be responsible for: Build and maintain complex financial models to perform analyses under different operating scenarios....
Twenty years of experience in commercial banking, loan workout, and/or relationship management....
Investment Banking Associate - Specialty Distribution & Services
- Atlanta, GA
- 23 days ago
- Atlanta, GA
- 23 days ago
This enables us to offer a full range of investment banking capabilities....
As an Investment Consultant, you will be responsible for leading the client experience and investment consulting efforts to clients in both an advisory and Outsourced Chief Investment Officer...
Sequent Planning is a registered investment adviser (RIA) committed to supporting its investment advisor representatives with everything they need to design holistic retirement plans that impact...
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...
A minimum of 7 years commercial banking, loan workout or equivalent experience....
Create steams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services....
banking experience Pharma Commercialization Focus Associates will be members of the Pharma Commercialization practice within the broader Pharma Services group The Pharma Commercialization team works...
Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Manage a portfolio of Asset Based Lending...
Atlantic Pacific Companies (APC), one of the Southeasts fastest growing multi-family investment firms, is looking to add an Asset Manager to its team. This position will report to the Senior Vice...
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
- 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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