Manager of Savings and Investments Jobs in Barrington, IL
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.
Unique Asset Manager - Guardianships
- Schiller Park, IL (20 miles from Barrington, IL)
- 19 hours ago
- Schiller Park, IL (20 miles from Barrington, IL)
- 19 hours ago
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide...
- Des Plaines, IL (15 miles from Barrington, IL)
- 11 days ago
- Des Plaines, IL (15 miles from Barrington, IL)
- 11 days ago
Asset Manager Company: Aston Carter Location: Des Plaines, IL Date Posted: 4/11/25, 4:05 AM Job Title: Asset Manager hybrid + permanent Must Have Qualifications Bachelor's degree in finance,...
Asset Manager - Electrical Generation Assets
- Buffalo Grove, IL (10 miles from Barrington, IL)
- 30+ days ago
- Buffalo Grove, IL (10 miles from Barrington, IL)
- 30+ days ago
Come join our team in Buffalo Grove, Illinois! Apply today! Client, a leader in the development and operation of renewable and conventional power, as well as a bio-fuel pellet facility, is looking...
Senior Investment Portfolio Manager / Wealth Management
- Barrington, IL
- 45+ days ago
- Barrington, IL
- 45+ days ago
Application Deadline: 03/30/2025 Address: 201 S Grove Avenue Job Family Group: Wealth Sales & Service CFA, CIMA, or CFP Certifications Experience in working in like position at competitive firms...
Demographic Data for Barrington, IL
Moving to Barrington, IL? Find some basic demographic data about Barrington, IL below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Barrington, IL
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Barrington, IL 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
- Auditing
- 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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