Manager of Savings and Investments Jobs in Bloomington, MN
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.
Environmental Finance Asset Manager
- Minneapolis, MN (10 miles from Bloomington, MN)
- 4 days ago
- Minneapolis, MN (10 miles from Bloomington, MN)
- 4 days ago
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Investment Consultant - Oakdale, MN
- Oakdale, MN (19 miles from Bloomington, MN)
- 5 days ago
- Oakdale, MN (19 miles from Bloomington, MN)
- 5 days ago
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/...
Asset Manager - Asset Management
- Saint Paul, MN (12 miles from Bloomington, MN)
- 7 days ago
- Saint Paul, MN (12 miles from Bloomington, MN)
- 7 days ago
attention to detail will be applied independently at all times to ensure exceptional customer service is provided to both internal and external clients (including Borrowers, Production Officers and Lender...
- Saint Paul, MN (12 miles from Bloomington, MN)
- 27 days ago
- Saint Paul, MN (12 miles from Bloomington, MN)
- 27 days ago
analysis, organizational documents, and legal memos....
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Preferred Qualifications and Skills: Bachelors degree in Finance, Accounting, Business, or a related discipline 10 years prior investment banking or other relevant corporate experience in consulting...
Remote WorkAIM Associate/Principal - Asset Manager Oversight Hybrid
- Minneapolis, MN (10 miles from Bloomington, MN)
- 45+ days ago
- Minneapolis, MN (10 miles from Bloomington, MN)
- 45+ days ago
At Allianz Life, we are guided by our mission - we secure your future - and by our common goal of caring for tomorrow. We care for our employees by promoting an inclusive culture where everyone...
- Saint Paul, MN (12 miles from Bloomington, MN)
- 45+ days ago
- Saint Paul, MN (12 miles from Bloomington, MN)
- 45+ days ago
analysis, organizational documents, and legal memos....
Senior Investment Banking Associate
- Minneapolis, MN (10 miles from Bloomington, MN)
- 90+ days ago
- Minneapolis, MN (10 miles from Bloomington, MN)
- 90+ days ago
WCF is the investment banking and corporate finance arm of Wipfli LLP, and offers a full suite of investment banking services tailored for middle-market companies and capital providers with a focus...
SVP, Managing Director of Wealth Management
- Minnetonka, MN (11 miles from Bloomington, MN)
- 90+ days ago
- Minnetonka, MN (11 miles from Bloomington, MN)
- 90+ days ago
Collaborate with other divisions to maximize Wealth Management growth opportunities. Build, lead, and inspire a high-performing team of wealth management advisors....
Demographic Data for Bloomington, MN
Moving to Bloomington, MN? Find some basic demographic data about Bloomington, MN below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Bloomington, MN
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Bloomington, MN 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
- Client Relationships
- 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
- 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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