Manager of Savings and Investments Jobs in Chicago, 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.
Investment Banking Associate - Services & Industrials
- Chicago, IL
- 7 hours ago
- Chicago, IL
- 7 hours ago
Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital....
Investment Consultant - Winnetka, IL
- Winnetka, IL (14 miles from Chicago, IL)
- 7 hours ago
- Winnetka, IL (14 miles from Chicago, IL)
- 7 hours ago
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...
About Calamos Calamos is a diversified, global asset and wealth management firm offering a wide range of innovative investment strategies. As one of the top liquid alternative asset managers in...
budgets for the projects and perform periodic variance analyses Provide input and review of the pro-forma financial models for generation assets Author reports on project performance for investors and lenders...
at DEUTSCHE BANK SECURITIES INC. dba Deutsche Bank in Chicago, Illinois, United States Job Description Job Description: Employer: DWS Group Title: Asset Manager Real Estate - Commercial Location:...
- Chicago, IL
- 7 days ago
- Chicago, IL
- 7 days ago
Candidate Candidate Employer Sr. Hardware Asset Manager to establish and mature Hardware Asset Management (HAM) framework, governance, and operational processes, integrating with existing...
Remote WorkApplication Deadline: 09/18/2025 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Provides high quality sales and service to investment clients to deliver an exceptional client...
at HH Associates US Inc. in Chicago, Illinois, United States Job Description Purpose of the Job As the Digital Asset Manager Associate, you will collaborate with cross functional teams to organize...
2026 Corporate & Investment Banking Associate Program - Early Careers
- Chicago, IL
- 11 days ago
- Chicago, IL
- 11 days ago
A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading...
Stakeholder Management Build and maintain strong working relationships with investors, joint venture partners, lenders, and operating partners....
- Chicago, IL
- 20 days ago
- Chicago, IL
- 20 days ago
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management....
- Chicago, IL
- 20 days ago
- Chicago, IL
- 20 days ago
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management....
- Chicago, IL
- 20 days ago
- Chicago, IL
- 20 days ago
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management....
- Chicago, IL
- 20 days ago
- Chicago, IL
- 20 days ago
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management....
The Portfolio Asset Manager is vital to the scalability and success of the RB Capital Solutions (RBCS) Program. The role has a high-degree of interface internally within Ritchie Bros. at various...
Demographic Data for Chicago, IL
Moving to Chicago, IL? Find some basic demographic data about Chicago, IL below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Chicago, IL
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Chicago, 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
- 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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