Manager of Savings and Investments Jobs in Dunwoody, 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.
- Atlanta, GA (16 miles from Dunwoody, GA)
- 23 hours ago
- Atlanta, GA (16 miles from Dunwoody, GA)
- 23 hours ago
Comprehensive knowledge of lending practices, loan documents, and residential real estate partnership agreements....
- Kennesaw, GA (16 miles from Dunwoody, GA)
- 2 days ago
- Kennesaw, GA (16 miles from Dunwoody, GA)
- 2 days ago
Please apply to the position through the link below: About the Role: CES Technologies is seeking a proactive and highly organized Asset Manager to oversee the operations of our central warehouse...
Investment Banking Associate Healthcare
- Atlanta, GA (16 miles from Dunwoody, GA)
- 4 days ago
- Atlanta, GA (16 miles from Dunwoody, GA)
- 4 days ago
Basic Qualifications 3+ years of Investment Banking experience Advanced knowledge of accounting and finance Undergraduate degree Strong analytical/technical and qualitative abilities Preferred Qualifications...
- Roswell, GA (5 miles from Dunwoody, GA)
- 7 days ago
- Roswell, GA (5 miles from Dunwoody, GA)
- 7 days ago
We are looking for a skilled and experienced Investment Portfolio Manager to join our dynamic team. In this role, you will conduct in-depth economic, market, and investment research to tailor...
- Atlanta, GA (16 miles from Dunwoody, GA)
- 11 days ago
- Atlanta, GA (16 miles from Dunwoody, GA)
- 11 days ago
Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Wealth Manager. This individual will be helping grow the firm and will have a long-term...
- Atlanta, GA (16 miles from Dunwoody, GA)
- 12 days ago
- Atlanta, GA (16 miles from Dunwoody, GA)
- 12 days ago
Wood Partners is looking to hire an asset manager that will assist with a wide range of asset management and finance matters including asset lease-up and disposition strategy, reporting and...
- Atlanta, GA (16 miles from Dunwoody, GA)
- 12 days ago
- Atlanta, GA (16 miles from Dunwoody, GA)
- 12 days ago
Resource Housing Group (RHG) is a dedicated nonprofit organization established in 1994, committed to providing quality, secure, and affordable housing for low-income (LI) families. With a track...
- Atlanta, GA (16 miles from Dunwoody, GA)
- 15 days ago
- Atlanta, GA (16 miles from Dunwoody, GA)
- 15 days ago
banking experience and / or transaction advisory services experience, or an MBA + 1 year of investment banking associate experience....
Senior Asset Manager - Asset Management - Midland
- Atlanta, GA (16 miles from Dunwoody, GA)
- 16 days ago
- Atlanta, GA (16 miles from Dunwoody, GA)
- 16 days ago
Midland's Asset Management group works with a diverse group of clients, which includes some of the largest lenders and investors in the commercial real estate market and the largest subordinate bond...
Senior Asset Manager, Multifamily Capital
- Atlanta, GA (16 miles from Dunwoody, GA)
- 16 days ago
- Atlanta, GA (16 miles from Dunwoody, GA)
- 16 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...
- Atlanta, GA (16 miles from Dunwoody, GA)
- 17 days ago
- Atlanta, GA (16 miles from Dunwoody, GA)
- 17 days ago
Department Overview Our Servicing experts service all Fannie Mae, Freddie Mac, and FHA Finance loans originated by Walker & Dunlop as well as certain life insurance company, bank, and CMBS loans....
Remote WorkSenior Asset Manager - Atlanta Regional Office
- Atlanta, GA (16 miles from Dunwoody, GA)
- 25 days ago
- Atlanta, GA (16 miles from Dunwoody, GA)
- 25 days ago
Ensure all reporting packages for limited partners, lenders, and others are prepared and submitted as required and timely....
- Atlanta, GA (16 miles from Dunwoody, GA)
- 29 days ago
- Atlanta, GA (16 miles from Dunwoody, GA)
- 29 days ago
The Investment Banking Associate should have the following qualifications: 3+ years within Investment Banking....
Corporate & Investment Banking - Associate - Credit Products - Healthcare Services
- Atlanta, GA (16 miles from Dunwoody, GA)
- 30+ days ago
- Atlanta, GA (16 miles from Dunwoody, GA)
- 30+ days ago
Conducts detailed credit analysis based on information provided by the borrower, publicly available information, evaluation of the borrower's credit needs, and the ability to pay across a range of products...
Corporate & Investment Banking - Associate - Healthcare Services
- Atlanta, GA (16 miles from Dunwoody, GA)
- 30+ days ago
- Atlanta, GA (16 miles from Dunwoody, GA)
- 30+ days ago
Job Summary Performs a wide variety of complex data analytics and financial modeling to support the overall business development strategies of the assigned industry Corporate - Investment Banking team...
Demographic Data for Dunwoody, GA
Moving to Dunwoody, GA? Find some basic demographic data about Dunwoody, GA below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Dunwoody, GA
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Dunwoody, 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
- Revenue Recognition
- Property Inspections
- Commercial Real Estate
- Argus
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- 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
- Relationship Management
- Finance
- 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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