Manager of Savings and Investments Jobs in Maryland
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.
Overview Please note that this position is contingent upon the successful award of a contract currently under bid. Goldbelt Apex, a part of the Healthcare Technology Transformation Group, is a...
Overview/ Job Responsibilities Sev1Tech is seeking an Asset Manager to provide support to Project Manager Tactical Radios (PM TR) at the O-6 and O-5 level as requried. The Asset Manager: Performs...
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
- 4 days ago
- Baltimore, MD
- 4 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...
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 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...
IT Asset Manager Category Information Technology Job Location Rockville Tracking Code 5109-585 Position Type Full-Time/Regular CALIBRE Systems, Inc., an employee-owned management consulting and...
Associate Regional Investment Consultant - TN & Gulf Coast
- Baltimore, MD
- 17 days ago
- Baltimore, MD
- 17 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.)'][]
Department Overview Our Servicing experts service all Fannie Mae, Freddie Mac, and FHA Finance loans originated by Walker & Dunlop as well as certain life insurance company, bank, and CMBS loans....
Remote WorkYour 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...
Maintain compliance with loan documents and communicate with Lenders as needed for a portfolio of properties....
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
- 19 days ago
- Baltimore, MD
- 19 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 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...
Position Summary: The role of the Senior IT Asset Manager is to actively manage the hardware and software assets for the organization. This includes creating and maintaining the systems and...
Demographic Data for Maryland
Moving to Maryland? Find some basic demographic data about Maryland below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Maryland
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Maryland 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
- 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
- Relationship Management
- Finance
- 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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