Manager of Savings and Investments Jobs in Bedford, MA
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.
Asset Manager, Affordable Housing
- Dorchester, MA (16 miles from Bedford, MA)
- 18 hours ago
- Dorchester, MA (16 miles from Bedford, MA)
- 18 hours ago
We are seeking an Asset Manager to safeguard the financial and physical health of a 1,200-unit portfolio of affordable housing and commercial real estate. Reporting to the Director of Finance and...
Investment Banking Associate, Debt Capital Markets
- Boston, MA (14 miles from Bedford, MA)
- 2 days ago
- Boston, MA (14 miles from Bedford, MA)
- 2 days ago
Primary responsibilities include Associate will work in the aligned industry team as part of our investment banking team on both business development and execution and should expect a wide variety of...
- Salem, MA (18 miles from Bedford, MA)
- 4 days ago
- Salem, MA (18 miles from Bedford, MA)
- 4 days ago
Job Listing ID: 4335813 Job Title: Investment Consultant Application Deadline: Open Until FilledJob Location: Salem Date Posted: 08/23/2025Hours Worked Per Week: Not Provided Shift: Not Provided...
- Boston, MA (14 miles from Bedford, MA)
- 6 days ago
- Boston, MA (14 miles from Bedford, MA)
- 6 days ago
INVESTMENT CONSULTANT WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net...
- Boston, MA (14 miles from Bedford, MA)
- 13 days ago
- Boston, MA (14 miles from Bedford, MA)
- 13 days ago
About Us At ENFRA, we blend a rich history with a forward-looking vision. With over 100 years of experience, we are a pillar of stability in the energy infrastructure industry and a leader in...
Senior Wealth Management Advisor
- Boston, MA (14 miles from Bedford, MA)
- 15 days ago
- Boston, MA (14 miles from Bedford, MA)
- 15 days ago
*Run Your Own RIA with Turn-Key Support!* Our client is an award-winning, non-custodial RIA support platform recognized as one of the top RIAs in the country and celebrated as one of the best...
Assistant Asset Manager (Bedford) compensation: Compensation commensurate with experience employment type: experience level: entry level job title: Assistant Asset Manager Full or Part-Time We are...
Investment Banking Real Estate Associate Investment Banking Real Estate Associate
- Boston, MA (14 miles from Bedford, MA)
- 20 days ago
- Boston, MA (14 miles from Bedford, MA)
- 20 days ago
Investment Banking Real Estate Associate CBRE 3.2 ( ) Boston, MA Why you should apply for a job to CBRE : 67% say the CEO supports gender diversity Ratings are based on anonymous reviews by Fairygodboss...
Wealth Management Advisor (Waltham, MA)
- Waltham, MA (7 miles from Bedford, MA)
- 20 days ago
- Waltham, MA (7 miles from Bedford, MA)
- 20 days ago
Wealth Management Advisor (T) Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and...
RCC Senior Asset Manager (Bridge/Balance Sheet)
- Boston, MA (14 miles from Bedford, MA)
- 27 days ago
- Boston, MA (14 miles from Bedford, MA)
- 27 days ago
Overview: 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...
- Westborough, MA (23 miles from Bedford, MA)
- 28 days ago
- Westborough, MA (23 miles from Bedford, MA)
- 28 days ago
About USS United Site Services is the industry leader in comprehensive site services, committed to creating partnerships that help enable our customers’ project and event success. Our deep...
Wealth Management Advisor - Eugene or Salem, OR
- Salem, MA (18 miles from Bedford, MA)
- 30+ days ago
- Salem, MA (18 miles from Bedford, MA)
- 30+ days ago
Bancorp Investments, investment and insurance products and services Extensive knowledge of private banking products and services, including credit processes and policies Ability to effectively present...
Real Estate Asset Manager or Asset Management Coordinator
- Arlington, MA (8 miles from Bedford, MA)
- 30+ days ago
- Arlington, MA (8 miles from Bedford, MA)
- 30+ days ago
Serve as point person for portfolio lenders and funders and support proper reporting and oversight as per agreements with property investors and lenders, and public funding partners....
- Boston, MA (14 miles from Bedford, MA)
- 90+ days ago
- Boston, MA (14 miles from Bedford, MA)
- 90+ days ago
Alantra is an independent global financial services firm that provides investment banking and asset management services to mid-market companies, families, and investors....
- Boston, MA (14 miles from Bedford, MA)
- 90+ days ago
- Boston, MA (14 miles from Bedford, MA)
- 90+ days ago
Thorough understanding of commercial real estate lending terms and conditions....
Demographic Data for Bedford, MA
Moving to Bedford, MA? Find some basic demographic data about Bedford, MA below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Bedford, MA
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Bedford, MA 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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