Manager of Savings and Investments Jobs in Parsippany, NJ
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.
Investment Consultant - Paramus, NJ
- Paramus, NJ (18 miles from Parsippany, NJ)
- 8 hours ago
- Paramus, NJ (18 miles from Parsippany, NJ)
- 8 hours 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/...
Investment Banking Associate, M&A
- New York, NY (22 miles from Parsippany, NJ)
- 18 hours ago
- New York, NY (22 miles from Parsippany, NJ)
- 18 hours ago
Investment Banking Associate, M&A United States - New York Investment Banking Investment Bank Job Reference # 309948BR City New York Job Type Full Time Your role We're looking for an Investment Banker...
Investment Banking, Associate, TMT
- New York, NY (22 miles from Parsippany, NJ)
- 21 hours ago
- New York, NY (22 miles from Parsippany, NJ)
- 21 hours ago
Job Purpose: BTIG seeks an investment banking professional to join the TMT team in New York....
Associate, Investment Banking - M&A, New York City
- New York, NY (22 miles from Parsippany, NJ)
- 22 hours ago
- New York, NY (22 miles from Parsippany, NJ)
- 22 hours ago
We are passionate about our business and our culture, and are seeking individuals with that same drive. We are an Equal Opportunity Employer. Applicants are considered for employment opportunities...
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Environmental Finance Asset Manager
- New York, NY (22 miles from Parsippany, NJ)
- 22 hours ago
- New York, NY (22 miles from Parsippany, NJ)
- 22 hours 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...
Senior Analyst / Junior Associate Investment Banking, Leveraged Finance & Debt Advisory
- New York City, NY (22 miles from Parsippany, NJ)
- 1 day ago
- New York City, NY (22 miles from Parsippany, NJ)
- 1 day ago
About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm....
Investment Banking Associate - Insurance
- New York, NY (22 miles from Parsippany, NJ)
- 1 day ago
- New York, NY (22 miles from Parsippany, NJ)
- 1 day ago
Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services...
Investment Banking Associate - Specialty Finance
- New York, NY (22 miles from Parsippany, NJ)
- 1 day ago
- New York, NY (22 miles from Parsippany, NJ)
- 1 day ago
Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services...
- New York, NY (22 miles from Parsippany, NJ)
- 2 days ago
- New York, NY (22 miles from Parsippany, NJ)
- 2 days ago
Were looking for an Investment Banker to: • assist in the origination and execution of M&A transactions for domestic and foreign corporate and private equity clients • manage major workstreams of...
Investment Banking Associate - Consumer
- New York, NY (22 miles from Parsippany, NJ)
- 2 days ago
- New York, NY (22 miles from Parsippany, NJ)
- 2 days ago
Our client is a leading investment banking firm dedicated to providing strategic advisory services to middle-market companies....
Vice President, Investment Banker
- New York, NY (22 miles from Parsippany, NJ)
- 3 days ago
- New York, NY (22 miles from Parsippany, NJ)
- 3 days ago
Draft and negotiate engagement letters, confidentiality agreements and other documents related to investment banking transactions....
Investment Banking Associate, FIG - New York
- New York, NY (22 miles from Parsippany, NJ)
- 3 days ago
- New York, NY (22 miles from Parsippany, NJ)
- 3 days ago
Job Description: Santander Corporate and Investment Banking (SCIB) is seeking a highly motivated and experienced Investment Banking Associate to join our dynamic Financial Institutions Group (FIG),...
- Hoboken, NJ (20 miles from Parsippany, NJ)
- 5 days ago
- Hoboken, NJ (20 miles from Parsippany, NJ)
- 5 days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
CPACE Construction Asset Manager
- New York, NY (22 miles from Parsippany, NJ)
- 5 days ago
- New York, NY (22 miles from Parsippany, NJ)
- 5 days ago
. + Ensures asset activity is communicated in advance to appropriate parties - lenders, administrators, and accountants. + Identifies critical risks / project setbacks through review / analysis of submitted...
Associate, Investment Banking FIG
- New York, NY (22 miles from Parsippany, NJ)
- 5 days ago
- New York, NY (22 miles from Parsippany, NJ)
- 5 days ago
and Wealth Management Verticals....
Demographic Data for Parsippany, NJ
Moving to Parsippany, NJ? Find some basic demographic data about Parsippany, NJ below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Parsippany, NJ
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Parsippany, NJ 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
- Argus
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Private Equity
- Budgets
- Asset Allocation
- Tenant Retention
- Capital Improvements
- Certified Financial Planner
- Series 65 Licensed
- Relationship Management
- Fannie Mae
- Commercial Banking
- Private Banking
- OFAC
- Cash Flow Analysis
- Financial Services
- Wealth Management
- Corporate Finance
- Capital Markets
- Valuation
- Underwriting
- Investment Banking
- Financial Statements
- 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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