Manager of Savings and Investments Jobs in Maine
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.
eligibility/achieve placed in service dates Monitor timely renewal of key contracts, working with Procurement Coordinator Review draft audits Assure timely delivery of audits and tax returns to investors/lenders...
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at Banking in Lewiston, Maine, United States Job Description Northeast Bank is a Maine-based, full-service community bank and a national commercial real estate lender with offices in Boston, New York...
Demographic Data for Maine
Moving to Maine? Find some basic demographic data about Maine below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Maine
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Maine 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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