Manager of Savings and Investments Jobs in Hunt Valley, 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.
- Towson, MD (6 miles from Hunt Valley, MD)
- 5 days ago
- Towson, MD (6 miles from Hunt Valley, MD)
- 5 days ago
Fixed Asset Manager (2500002N) Job Description Fixed Asset Manager - (2500002N) Job Summary Towson University (TU) is one of the nation's top 100 public universities. Located north of Baltimore,...
Wealth Management Advisor-Baltimore, MD, Annapolis, MD
- Baltimore, MD (13 miles from Hunt Valley, MD)
- 6 days ago
- Baltimore, MD (13 miles from Hunt Valley, MD)
- 6 days ago
Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing...
- Baltimore, MD (13 miles from Hunt Valley, MD)
- 8 days ago
- Baltimore, MD (13 miles from Hunt Valley, MD)
- 8 days ago
Asset Manager Job Description We are seeking a dedicated Asset Manager to oversee and manage tenant relationships, coordinate maintenance and repairs, and communicate effectively with clients, lenders...
Solar Operations & Asset Manager
- Baltimore, MD (13 miles from Hunt Valley, MD)
- 13 days ago
- Baltimore, MD (13 miles from Hunt Valley, MD)
- 13 days ago
Solar Operations & Asset Manager Luminace Location Baltimore Posted date 4 days ago Minimum level N/A Employment type Full-time Job category Other Luminace is a leading fully integrated...
Associate Regional Investment Consultant - TN & Gulf Coast
- Baltimore, MD (13 miles from Hunt Valley, MD)
- 19 days ago
- Baltimore, MD (13 miles from Hunt Valley, MD)
- 19 days ago
['T. Rowe Price', '3.8', 'Associate Regional Investment Consultant - TN & Gulf Coast', 'Apply on employer site', '', 'Baltimore, MD', '', '$141K - $255K', '\xa0', '(Employer est.)'][]
- Baltimore, MD (13 miles from Hunt Valley, MD)
- 19 days ago
- Baltimore, MD (13 miles from Hunt Valley, MD)
- 19 days ago
Maintain compliance with loan documents and communicate with Lenders as needed for a portfolio of properties....
- Columbia, MD (22 miles from Hunt Valley, MD)
- 19 days ago
- Columbia, MD (22 miles from Hunt Valley, MD)
- 19 days ago
About the Role: As an Asset Manager, you will collaborate closely with our Asset Management team, borrowers, lenders, and government agencies to ensure the financial health and value of multifamily...
Associate Regional Investment Consultant - TN & Gulf Coast
- Baltimore, MD (13 miles from Hunt Valley, MD)
- 20 days ago
- Baltimore, MD (13 miles from Hunt Valley, MD)
- 20 days ago
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of...
Wealth Management Advisor-Baltimore, MD
- Baltimore, MD (13 miles from Hunt Valley, MD)
- 30+ days ago
- Baltimore, MD (13 miles from Hunt Valley, MD)
- 30+ days ago
Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing...
RCC Asset Manager I - Freddie Mac Portfolio
- Baltimore, MD (13 miles from Hunt Valley, MD)
- 45+ days ago
- Baltimore, MD (13 miles from Hunt Valley, MD)
- 45+ days ago
The primary function of this position is the servicing and asset management of multifamily loans originated by M&T Realty Capital Corporation for Fannie Mae, Freddie Mac, FHA/GNMA, Life Companies and...
Regional Investment Consultant - RIA & Regional Banks - West
- Baltimore, MD (13 miles from Hunt Valley, MD)
- 45+ days ago
- Baltimore, MD (13 miles from Hunt Valley, MD)
- 45+ days ago
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of...
Investment Consultant II - Merrill Premium
- Hunt Valley, MD
- 90+ days ago
- Hunt Valley, MD
- 90+ days ago
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and...
Remote WorkAssociate Regional Investment Consultant Northwest
- Baltimore, MD (13 miles from Hunt Valley, MD)
- 90+ days ago
- Baltimore, MD (13 miles from Hunt Valley, MD)
- 90+ days ago
There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premierassetmanagerfocused on delivering global investment management excellence and...
Demographic Data for Hunt Valley, MD
Moving to Hunt Valley, MD? Find some basic demographic data about Hunt Valley, MD below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Hunt Valley, MD
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Hunt Valley, 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
- Modeling
- Asset Management
- Presentation
- Property Management
- Acquisitions
- Revenue Recognition
- Property Inspections
- Commercial Real Estate
- Argus
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Budgets
- Asset Allocation
- Lease-Up
- Certified Financial Planner
- Series 65 Licensed
- Relationship Management
- Financial Statement Analysis
- BSA
- Fannie Mae
- Freddie Mac
- Private Banking
- OFAC
- Financial Services
- Wealth Management
- Corporate Finance
- Investment Banking
- Valuation
- Capital Markets
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Modeling
- Financial Planning
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Finance
- Relationship Management
- Strategy Development
- Accounting
- Negotiation
- Verbal Communication
- Written Communication
- Collaboration
- Documentation
- Bachelor's Degree
- Regulations
- Reporting
- Policy Development
- Sales
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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