Manager of Savings and Investments Jobs in Georgia
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.
Description Citizens M&A Healthcare Services team is seeking an Investment Banking Associate for our Atlanta office....
Corporate & Investment Banking - Associate - Healthcare Services
- Atlanta, GA
- 2 days ago
- Atlanta, GA
- 2 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...
Hardware Asset Manager Title: Hardware Asset Manager Location: A lpharetta, GA (Hybrid) Employment Type : Contract Compensation Pay Range:$65.00-$74.27/Hrs Description Oversee and manage the IT...
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...
Software Asset Manager, Mid Key Role: Execute processes and workflows in accordance with the policies, processes, and objectives as defined in the Asset Management Strategy plan. Set and define a...
Basic Qualifications Advanced knowledge of accounting and finance Undergraduate degree 3+ years of Investment Banking experience Strong analytical/technical and qualitative abilities Preferred Qualifications...
Senior Real Estate Asset Manager - Senior Fiduciary Specialty Asset Manager
- Atlanta, GA
- 12 days ago
- Atlanta, GA
- 12 days ago
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a...
counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending...
A minimum of 7 years commercial banking, loan workout or equivalent experience....
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...
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...
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
- 21 days ago
- Atlanta, GA
- 21 days ago
Description Citizens M&A Commercial & Industrial Services team is seeking an Investment Banking Associate for our Atlanta office....
SUMMARY/OBJECTIVE This role is responsible for leading the company's capital expenditure (CAPEX) and fixed asset processes from end to end. This includes managing CAPEX approvals, maintaining...
Demographic Data for Georgia
Moving to Georgia? Find some basic demographic data about Georgia below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Georgia
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Georgia 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
- Presentation
- Acquisitions
- Revenue Recognition
- Property Inspections
- Commercial Real Estate
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Private Equity
- Asset Allocation
- Certified Financial Planner
- Reimbursement
- Series 65 Licensed
- Relationship Management
- Financial Statement Analysis
- Nationwide Mortgage Licensing System & Registry
- Credit Underwriting
- BSA
- Private Banking
- Fannie Mae
- OFAC
- Financial Services
- Wealth Management
- Corporate Finance
- Capital Markets
- Investment Banking
- Valuation
- Underwriting
- Financial Statements
- Investment Management
- Financial Planning
- Financial Modeling
- Portfolio Management
- Due Diligence
- Asset Management
- Financial Analysis
- Real Estate
- Risk Management
- Finance
- Strategy Development
- Relationship Management
- Business Development
- Negotiation
- Accounting
- Written Communication
- Documentation
- Reporting
- Collaboration
- Policy Development
- Bachelor's Degree
- Problem Solving
- Regulations
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Staff Supervision
- Organization
- Leadership
- Communication Skills
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