Manager of Savings and Investments Jobs in Illinois
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 Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm...
at First Busey Corporation in Bloomington, Illinois, United States Job Description Position SummaryThe Portfolio Manager maintains responsibility for managing the client's investment strategy....
at The Bank of New York Mellon dba BNY Mellon in Chicago, Illinois, United States Job Description Managing Director, Wealth Management Market Leadership At BNY, our culture empowers you to grow...
at Altorfer Industries in Addison, Illinois, United States Job Description Power Systems Used Equipment and Asset Manager Req No. 2025-5243 Category Management Location US-IL-Addison Type Regular...
Stout is seeking an experienced Associate to join our Investment Banking group, specifically within the Industrials team....
Managing Director, Wealth Management Regional Leadership - Market
- Chicago, IL
- 6 days ago
- Chicago, IL
- 6 days ago
Managing Director, Wealth Management Market Leadership At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial...
Your Opportunity The Scion Group strives to create an extraordinary living and learning environment through our passion for customer experience and strong partnerships in our communities. Our...
Mizuho Greenhill - Investment Banking Associate - Industrials & Diversified Industries (Chicago)
- Chicago, IL
- 7 days ago
- Chicago, IL
- 7 days ago
Job Summary : Greenhills Chicago based Investment Banking group is seeking an Investment Banking Associate 1 or Associate 2 to join their expanding team....
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...
We are seeking a proactive and versatile Software Onboarding & Coordination Specialist to support enterprise software intake, onboarding, and license optimization efforts. This role will serve as...
Project Asset Manager Location: Region: South Holland Country: United States Role: Industry: Engineering Job Type: Permanent Salary: 4000 - 6500 per month Application Details: Date Posted:...
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: Serves as...
at Creative Circle, LLC in Chicago, Illinois, United States Job Description We're partnering with a leading global travel brand to hire a Digital Asset Manager for a high-impact digital migration...
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: Serves as...
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...
Demographic Data for Illinois
Moving to Illinois? Find some basic demographic data about Illinois below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Illinois
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Illinois 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
- Commercial Real Estate
- Argus
- 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
- Freddie Mac
- Private Banking
- OFAC
- Fannie Mae
- Mortgage Processing
- Financial Services
- Loan Servicing
- 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
- Accounting
- Business Development
- Written Communication
- Negotiation
- Mentoring
- Documentation
- Reporting
- Collaboration
- Policy Development
- Bachelor's Degree
- Regulations
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Staff Supervision
- Organization
- Leadership
- Communication Skills
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