Manager of Savings and Investments Jobs in Southfield, MI
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.
- Detroit, MI (15 miles from Southfield, MI)
- 2 days ago
- Detroit, MI (15 miles from Southfield, MI)
- 2 days ago
The Rock Family of Companies is made up of nearly 100 separate businesses spanning fintech, sports, entertainment, real estate, startups and more. Were united by our culture a drive to find a...
- Troy, MI (10 miles from Southfield, MI)
- 4 days ago
- Troy, MI (10 miles from Southfield, MI)
- 4 days ago
The investment banking professional should have 2-4 years of M&A experience....
Advisory Services: Multifamily Asset Manager - Southfield, MI
- Southfield, MI
- 5 days ago
- Southfield, MI
- 5 days ago
The Asset Manager collaborates with property management teams, lenders, and the court-appointed receiver to drive financial recovery and value creation....
.- Support all aspects of client/target company relationships including developing and engaging target buyers / investors / lenders, due diligence preparation and analysis, management communications...
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- Detroit, MI (15 miles from Southfield, MI)
- 90+ days ago
- Detroit, MI (15 miles from Southfield, MI)
- 90+ days ago
Communities First, Inc. is a Michigan-based nonprofit 501c3 whose mission is to build healthy, vibrant communities through economic development, affordable housing and innovative programming. CFI...
Demographic Data for Southfield, MI
Moving to Southfield, MI? Find some basic demographic data about Southfield, MI below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Southfield, MI
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Southfield, MI 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
- Tenant Retention
- Certified Financial Planner
- Reimbursement
- Series 65 Licensed
- Relationship Management
- Fannie Mae
- Commercial Banking
- Freddie Mac
- Private Banking
- OFAC
- Mortgage Processing
- 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
- Finance
- Relationship Management
- 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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