Manager of Savings and Investments Jobs in Minnesota
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.
AIM AVP - Head of Asset Manager Management Hybrid
- Minneapolis, MN
- 22 hours ago
- Minneapolis, MN
- 22 hours ago
At Allianz Life, we are driven 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...
and attention to detail will be always applied independently to ensure exceptional customer service is provided to both internal and external clients (including Borrowers, Production Officers and Lenders...
STRATEGIC STAFFING SOLUTIONS (S3) HAS AN OPENING! Strategic Staffing Solutions is hiring a Software Asset Manager for one of its clients in Minneapolis, MN. Software Asset Manager (Sam Pro) Role...
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/...
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...
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
- 60+ days ago
- Minneapolis, MN
- 60+ 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....
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...
Demographic Data for Minnesota
Moving to Minnesota? Find some basic demographic data about Minnesota below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Minnesota
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Minnesota 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
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Private Equity
- Budgets
- Fixed Income
- Asset Allocation
- Certified Financial Planner
- Series 65 Licensed
- Relationship Management
- Fannie Mae
- Freddie Mac
- Private Banking
- Mortgage Processing
- Financial Services
- Wealth Management
- Corporate Finance
- Capital Markets
- Valuation
- Investment Banking
- Financial Statements
- Investment Management
- Financial Planning and Analysis
- Portfolio Management
- Financial Planning
- Financial Modeling
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Relationship Management
- Strategy Development
- Finance
- Business Development
- Accounting
- Negotiation
- Written Communication
- Documentation
- Collaboration
- Bachelor's Degree
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Leadership
- Communication Skills
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