Manager of Savings and Investments Jobs in Cambridge, 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.
management partner based on needs and financial complexity Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire Degree and/...
- Boston, MA (3 miles from Cambridge, MA)
- 9 days ago
- Boston, MA (3 miles from Cambridge, MA)
- 9 days ago
This task includes underwriting the transaction, getting the transaction approved, securing partner/lender/etc. consent, closing the transaction, communicating changes with the appropriate parties,...
- Boston, MA (3 miles from Cambridge, MA)
- 13 days ago
- Boston, MA (3 miles from Cambridge, MA)
- 13 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....
Senior Asset Manager, Multifamily Capital
- Boston, MA (3 miles from Cambridge, MA)
- 16 days ago
- Boston, MA (3 miles from Cambridge, MA)
- 16 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
- Needham, MA (9 miles from Cambridge, MA)
- 17 days ago
- Needham, MA (9 miles from Cambridge, MA)
- 17 days ago
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 Work- Boston, MA (3 miles from Cambridge, MA)
- 17 days ago
- Boston, MA (3 miles from Cambridge, MA)
- 17 days ago
Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $1.7 trillion in assets under...
- Newton, MA (3 miles from Cambridge, MA)
- 18 days ago
- Newton, MA (3 miles from Cambridge, MA)
- 18 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,...
- Boston, MA (3 miles from Cambridge, MA)
- 20 days ago
- Boston, MA (3 miles from Cambridge, MA)
- 20 days ago
Senior Asset Manager Lendlease is a globally integrated real estate group with core expertise in Investment Management, Development, and Construction across Australia, the US, Europe, and Asia....
SAP - Plant Maintenance - Asset Manager - EAM - Manager - Consulting - Location OPEN
- Salem, MA (14 miles from Cambridge, MA)
- 23 days ago
- Salem, MA (14 miles from Cambridge, MA)
- 23 days ago
Job Listing ID: 4271661 Job Title: SAP - Plant Maintenance - Asset Manager - EAM - Manager - Consulting - Location OPEN Application Deadline: Open Until FilledJob Location: Salem Date Posted:...
- Boston, MA (3 miles from Cambridge, MA)
- 30+ days ago
- Boston, MA (3 miles from Cambridge, MA)
- 30+ days ago
Develop and maintain strong relationships with clients, general partners, lenders, government agencies, investors and property managers....
- Boston, MA (3 miles from Cambridge, MA)
- 30+ days ago
- Boston, MA (3 miles from Cambridge, MA)
- 30+ days ago
TM Capital, a division of Janney Montgomery Scott, is seeking a Senior Analyst or Associate to join their Investment Banking team....
- Newton Highlands, MA (5 miles from Cambridge, MA)
- 45+ days ago
- Newton Highlands, MA (5 miles from Cambridge, MA)
- 45+ 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,...
- Newton, MA (3 miles from Cambridge, MA)
- 45+ days ago
- Newton, MA (3 miles from Cambridge, MA)
- 45+ 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...
- Waltham, MA (6 miles from Cambridge, MA)
- 90+ days ago
- Waltham, MA (6 miles from Cambridge, MA)
- 90+ 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...
Investment Banking Associate, Technology - Boston
- Boston, MA (3 miles from Cambridge, MA)
- 60+ days ago
- Boston, MA (3 miles from Cambridge, MA)
- 60+ days ago
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...
Demographic Data for Cambridge, MA
Moving to Cambridge, MA? Find some basic demographic data about Cambridge, MA below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Cambridge, MA
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Cambridge, 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
- 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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