Manager of Savings and Investments Jobs in Boston, 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.
TM Capital, a division of Janney Montgomery Scott, is seeking a Senior Analyst or Associate to join their Investment Banking team....
Our client is a premier investment banking firm specializing in mergers and acquisitions (M&A)....
- Bedford, MA (14 miles from Boston, MA)
- 6 days ago
- Bedford, MA (14 miles from Boston, MA)
- 6 days ago
Asset Manager Bedford / Hanscom AFB, Massachusetts Configuration/Data Management 20134 Asset Manager Be the Difference Astrion offers comprehensive services that boost preparedness, optimize...
Asset Manager - Loan Portfolios
- Bedford, MA (14 miles from Boston, MA)
- 8 days ago
- Bedford, MA (14 miles from Boston, MA)
- 8 days ago
un Asset Manager - Loan Portfolios (Bedford) Premier Capital LLC compensation: Please send your salary requirements for our consideration employment type: experience level: mid level job title:...
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Senior Asset Manager - Executive Level
- Bedford, MA (14 miles from Boston, MA)
- 8 days ago
- Bedford, MA (14 miles from Boston, MA)
- 8 days ago
un Senior Asset Manager - Executive Level (Bedford) Premier Capital LLC compensation: Please send your salary requirements for our consideration employment type: experience level: senior level job...
- Newton Highlands, MA (7 miles from Boston, MA)
- 11 days ago
- Newton Highlands, MA (7 miles from Boston, MA)
- 11 days ago
This is a full-time, exempt (salaried) individual contributor position eligible for a hybrid work arrangement (office and work from home), based out of the corporate office in Newton,...
Securities Services Sales Asset Manager Segment - Vice President
- Boston, MA
- 12 days ago
- Boston, MA
- 12 days ago
Securities Services Sales combines Custody, Accounting, Middle Office, Data & Analytics, Collateral Management, Liquidity and Agency Lending under a common umbrella....
- Newton, MA (6 miles from Boston, MA)
- 19 days ago
- Newton, MA (6 miles from Boston, MA)
- 19 days ago
Overview The Senior Living Asset Manager at The RMR Group will be a key member of the dynamic and fast-paced Senior Living Asset Management team, responsible for managing and optimizing a...
About this role BlackRock Overview: BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. As of December 31, 2024,...
Investor Services Senior Associate - Asset Manager Boston, Massachusetts | Direct (Permanent) Full Time | $ 85,000 - $ 110,000 per year April 08, 2025 | Job ID: F1413796-KM_... Job Summary...
This job might be for you if you have the following: At least 5 years of direct work experience with renewable energy development or similar industry experience in investment banking, corporate finance...
Investment Consultant - Hingham, MA
- Hingham, MA (15 miles from Boston, MA)
- 30+ days ago
- Hingham, MA (15 miles from Boston, MA)
- 30+ days ago
Your 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...
- Waltham, MA (10 miles from Boston, MA)
- 45+ days ago
- Waltham, MA (10 miles from Boston, MA)
- 45+ 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...
Ideal candidates must also possess: Excellent analytical and presentation skills Knowledge of basic accounting and financial concepts; ability to analyze and value businesses Experience in Investment...
Job Description Summary For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our...
Demographic Data for Boston, MA
Moving to Boston, MA? Find some basic demographic data about Boston, MA below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Boston, MA
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Boston, 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
- Modeling
- Asset Management
- Presentation
- Acquisitions
- Revenue Recognition
- Property Inspections
- Commercial Real Estate
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Private Equity
- Asset Allocation
- Certified Financial Planner
- Reimbursement
- Series 65 Licensed
- Relationship Management
- Fannie Mae
- Commercial Banking
- Freddie Mac
- Private Banking
- OFAC
- Mortgage Processing
- Cash Flow Analysis
- Financial Services
- Wealth Management
- Corporate Finance
- Capital Markets
- Valuation
- Underwriting
- Investment Banking
- Financial Statements
- Financial Planning and Analysis
- Investment Management
- Portfolio Management
- Financial Modeling
- Financial Planning
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Relationship Management
- Finance
- Strategy Development
- Business Development
- Accounting
- Written Communication
- Negotiation
- Documentation
- Collaboration
- Bachelor's Degree
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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