Manager of Savings and Investments Jobs in New York, NY
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.
Your expertise: • a bachelor's degree or equivalent in a relevant field; MBA preferred • 5+ years of experience working within in Healthcare or investment banking (with a Bachelor's degree or equivalent...
Associate, Investment Banking - Healthcare Services
- New York, NY
- 6 hours ago
- New York, NY
- 6 hours ago
Ideal candidates must also possess: Excellent analytical and presentation skills Knowledge of basic accounting and financial concepts; ability to analyze and value businesses Experience in Investment...
banking experience or an MBA + 1 year of investment banking experience as an associate Significant experience executing M&A and capital markets transactions in the depositories industry is required...
- Jamaica, NY (10 miles from New York, NY)
- 1 day ago
- Jamaica, NY (10 miles from New York, NY)
- 1 day ago
Hello, Digital Asset Manager / Admin Phone/Video/On-site Interview 12+ months Pay Range: $30-35/hr on W2 USC/GC only on w2 Must Haves: Bachelor's Degree 36 months of experience working with...
Located on the Upper West Side of Manhattan, Pine Management, Inc. is currently seeking an experienced Property & Asset Manager to join our team. Pine Management, Inc. has over 50 years of...
Job Purpose: BTIG seeks an investment banking professional to join the TMT team in New York....
Company Description TED is on a mission to discover and spread ideas that spark imagination, embrace possibility and catalyze impact. Our organization is devoted to curiosity, reason, wonder and...
Job Description Our Investment Banking department is actively looking for an Associate to join the Consumer & Retail Group in our New York office....
The Associate, Wealth Management will be responsible for supporting and cultivating wealth management relationships and portfolios of high-net-worth clients and prospects and assist with the...
Work Experience: 3+ year of experience with a Bachelor's degree or 1+ years with a MBA in Industrials Investment Banking....
- New York, NY
- 2 days ago
- New York, NY
- 2 days ago
OPERATIONAL RISK BUSINESS OVERSIGHT PROGRAM MANAGER WHAT IS THE OPPORTUNITY? Operational Risk Management (ORM) is responsible for providing independent and objective oversight of the management of...
Investment Banking Associate, Power & Utilities - New York
- New York, NY
- 3 days ago
- New York, NY
- 3 days ago
Investment Banking Associate, Power & Utilities - New YorkCountry: United States of America The base pay range for this position is posted below and represents the annualized salary range....
Multifamily Senior Asset Manager - Advisor, Watchlist Management
- New York City, NY (2 miles from New York, NY)
- 5 days ago
- New York City, NY (2 miles from New York, NY)
- 5 days ago
At Fannie Mae, the inspiring work we do helps make a home a possibility for millions of homeowners and renters. Every day offers compelling opportunities to impact the future of the housing...
Bachelor's degree and MBA, MA or MS or equivalent with emphasis in finance/accounting Minimum of three years of Investment Banking experience Prior FIG investment banking experience and a strong understanding...
They are looking for a highly motivated investment banking associate to join the team in NYC....
Demographic Data for New York, NY
Moving to New York, NY? Find some basic demographic data about New York, NY below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in New York, NY
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in New York, NY 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
- Asset Allocation
- Capital Improvements
- Certified Financial Planner
- Affordable Housing
- Series 65 Licensed
- Relationship Management
- Restructuring
- Fannie Mae
- Commercial Banking
- Freddie Mac
- 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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