Manager of Savings and Investments Jobs in Adelphi, MD
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.
- Arlington, VA (10 miles from Adelphi, MD)
- 1 day ago
- Arlington, VA (10 miles from Adelphi, MD)
- 1 day ago
IT Asset Manager The Opportunity: When customers purchase new equipment, they expect it to arrive on time, function as intended, and receive prompt attention if it malfunctions. Information...
Investment Consultant - Arlington, VA
- Arlington, VA (10 miles from Adelphi, MD)
- 2 days ago
- Arlington, VA (10 miles from Adelphi, MD)
- 2 days ago
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...
- Falls Church, VA (13 miles from Adelphi, MD)
- 2 days ago
- Falls Church, VA (13 miles from Adelphi, MD)
- 2 days ago
Asset Manager Tier I (hardware/software) Falls Church, VA Pay From: $54,000 per year MUST: Current Active DoD Public Trust or Secret clearance (preferred) Experienced Junior Asset Manager 4+...
- Alexandria, VA (13 miles from Adelphi, MD)
- 5 days ago
- Alexandria, VA (13 miles from Adelphi, MD)
- 5 days ago
Type of Requisition: Pipeline Clearance Level Must Currently Possess: Secret Clearance Level Must Be Able to Obtain: None Public Trust/Other Required: None Job Family: Logistics Job...
Facilities Asset Manager (DOE)
- Washington, DC (8 miles from Adelphi, MD)
- 5 days ago
- Washington, DC (8 miles from Adelphi, MD)
- 5 days ago
About Us: EMCOR Government Services offers an experienced single-source solution for meeting the routine and mission-critical needs of federal, state, local and other government organizations. By...
- Washington, DC (8 miles from Adelphi, MD)
- 6 days ago
- Washington, DC (8 miles from Adelphi, MD)
- 6 days ago
This Investment Banking Associate will be responsible for: Build and maintain complex financial models to perform analyses under different operating scenarios....
Job Ref: 10023687 Location: Adelphi, MD Category: IT and Project Management Type: Full time Senior Manager, IT Asset Manager IT Service CenterUS Exempt RegularFull timeStateside Exempt...
- Arlington, VA (10 miles from Adelphi, MD)
- 8 days ago
- Arlington, VA (10 miles from Adelphi, MD)
- 8 days ago
The AES CE O&M team is hiring an Asset Manager to run complex asset portfolios in the renewable or energy field. The Portfolio Asset Manager will support the coaching and development of peers and...
Lead Alternative Investment Consultant
- Washington, DC (8 miles from Adelphi, MD)
- 12 days ago
- Washington, DC (8 miles from Adelphi, MD)
- 12 days ago
About this role: Wells Fargo is seeking a Lead Alternative Investment Consultant (Lead Wealth Investment Consultant) in the Alternative Investments group as part of Wealth & Investment Management...
- Washington, DC (8 miles from Adelphi, MD)
- 12 days ago
- Washington, DC (8 miles from Adelphi, MD)
- 12 days ago
Hardware Asset ManagerLocation: Washington, D.C. Area (100% On-Site)Clearance: Active or ability to obtain Public Trust ClearanceJob Description: GridIron IT is seeking a highly organized and...
Senior Agency Asset Manager, Freddie Mac
- McLean, VA (11 miles from Adelphi, MD)
- 15 days ago
- McLean, VA (11 miles from Adelphi, MD)
- 15 days ago
Mac loans Freddie Mac Exempt Inspector Status or equivalent inspection experience At this time, Capital One will not sponsor a new applicant for employment authorization for this position....
- Washington, DC (8 miles from Adelphi, MD)
- 20 days ago
- Washington, DC (8 miles from Adelphi, MD)
- 20 days ago
Analyze annual and quarterly financial statements for multifamily and commercial properties in accordance with the requirements of Freddie Mac and conduit lenders....
- Washington, DC (8 miles from Adelphi, MD)
- 20 days ago
- Washington, DC (8 miles from Adelphi, MD)
- 20 days ago
Manage a portfolio of Freddie Mac loans with varying requirements and regulations....
- Greenbelt, MD (5 miles from Adelphi, MD)
- 24 days ago
- Greenbelt, MD (5 miles from Adelphi, MD)
- 24 days ago
Interact with a variety of third parties including equity partners, lenders and investors in order to pursue opportunities aggressively and creatively while representing Bozzuto in an ethical and high...
Investment Banking - Mid-Cap Investment Banking - Associate
- Washington, DC (8 miles from Adelphi, MD)
- 30+ days ago
- Washington, DC (8 miles from Adelphi, MD)
- 30+ days ago
We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team in Washington DC....
Demographic Data for Adelphi, MD
Moving to Adelphi, MD? Find some basic demographic data about Adelphi, MD below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Adelphi, MD
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Adelphi, MD 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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