Manager of Savings and Investments Jobs in Saint Paul, 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.
analysis, organizational documents, and legal memos....
- Bloomington, MN (12 miles from Saint Paul, MN)
- 23 days ago
- Bloomington, MN (12 miles from Saint Paul, MN)
- 23 days ago
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 (9 miles from Saint Paul, MN)
- 30+ days ago
- Minneapolis, MN (9 miles from Saint Paul, MN)
- 30+ 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...
analysis, organizational documents, and legal memos....
Senior Investment Banking Associate
- Minneapolis, MN (9 miles from Saint Paul, MN)
- 90+ days ago
- Minneapolis, MN (9 miles from Saint Paul, 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 (17 miles from Saint Paul, MN)
- 90+ days ago
- Minnetonka, MN (17 miles from Saint Paul, MN)
- 90+ days ago
WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always...
Demographic Data for Saint Paul, MN
Moving to Saint Paul, MN? Find some basic demographic data about Saint Paul, MN below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Saint Paul, MN
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Saint Paul, 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
- Property Management
- Acquisitions
- Property Inspections
- Commercial Real Estate
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Private Equity
- Budgets
- Leases
- Asset Allocation
- Capital Improvements
- Certified Financial Planner
- Affordable Housing
- Series 65 Licensed
- Relationship Management
- Restructuring
- Fannie Mae
- Commercial Banking
- Private Banking
- Credit Analysis
- Wealth Management
- Loan Servicing
- Financial Services
- Corporate Finance
- Capital Markets
- Valuation
- Underwriting
- Investment Banking
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Modeling
- 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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