Manager of Savings and Investments Jobs in White Plains, 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.
Investment Banking Associate General Partner ("GP") Advisory
- New York, NY (22 miles from White Plains, NY)
- 1 day ago
- New York, NY (22 miles from White Plains, NY)
- 1 day ago
General Partner Advisory is one of Houlihan's youngest M&A investment banking businesses....
Investment Banking Associate Healthcare Technology
- New York, NY (22 miles from White Plains, NY)
- 1 day ago
- New York, NY (22 miles from White Plains, NY)
- 1 day ago
Basic Qualifications 3+ years of Investment Banking, corporate finance, or transaction advisory services experience Advanced knowledge of accounting and finance Undergraduate degree Strong analytical...
Investment Portfolio Manager, Treasury
- New York, NY (22 miles from White Plains, NY)
- 1 day ago
- New York, NY (22 miles from White Plains, NY)
- 1 day ago
Amazon seeks a Portfolio Manager to join its investments team, which oversees the active management of $60 - 70B in internally managed portfolios, performance of our externally managed strategies,...
- New York, NY (22 miles from White Plains, NY)
- 1 day ago
- New York, NY (22 miles from White Plains, NY)
- 1 day ago
A growing alternative asset manager is looking to add an Investment Banking Associate based out of its Midtown Manhattan office....
Associate - Investment Banking (Power/Renewables) - Elite Boutique
- New York, NY (22 miles from White Plains, NY)
- 1 day ago
- New York, NY (22 miles from White Plains, NY)
- 1 day ago
Madison Hunt is partnered with a distinguished boutique investment bank that is currently seeking Investment Banking Associates to join a high-performing team specializing in Power and Renewables sectors...
Wealth and Investment Portfolio Manager III
- New York, NY (22 miles from White Plains, NY)
- 1 day ago
- New York, NY (22 miles from White Plains, NY)
- 1 day ago
Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s. Duties & Responsibilities: Manages medium/large and complex portfolios based on client and...
Remote WorkInvestment Banking Associate - Industrials
- New York, NY (22 miles from White Plains, NY)
- 2 days ago
- New York, NY (22 miles from White Plains, NY)
- 2 days ago
Work Experience: 3+ year of experience with a Bachelor's degree or 1+ years with a MBA in Industrials Investment Banking....
Investment Consultant - Relationship Manager
- New York, NY (22 miles from White Plains, NY)
- 2 days ago
- New York, NY (22 miles from White Plains, NY)
- 2 days ago
management Prepare and deliver presentations/seminars to clients and prospects for business development purposes, as needed Comply with all industry rules and regulations Additional tasks as needed...
VP/Director, Corporate Banking - Asset Manager/Fund Finance
- New York, NY (22 miles from White Plains, NY)
- 2 days ago
- New York, NY (22 miles from White Plains, NY)
- 2 days ago
The successful candidate will originate and structure solutions, oversee credit execution, and drive cross-sell across RBC's platform-including investment banking, equity capital markets, debt capital...
IT Asset Manager - ONSITE ROLE - 242680 Position Type: Contract to Hire or Direct Hire Duration: 6+ Months CTH Compensation Target Range: $52 - $55 / hour | $110 - $120K / year Work Location:...
- New York, NY (22 miles from White Plains, NY)
- 2 days ago
- New York, NY (22 miles from White Plains, NY)
- 2 days ago
Business Overview IPG Mediabrands is the media and marketing solutions division of Interpublic Group (NYSE: IPG). IPG Mediabrands manages over $47 billion in marketing investment globally on...
- New York, NY (22 miles from White Plains, NY)
- 2 days ago
- New York, NY (22 miles from White Plains, NY)
- 2 days ago
Asset Manager for real estate investment firm. In depth financial analyses to accurately evaluate metrics for Internal Rate of Return, Equity Multiple, Project Discounted Cashflow, and investment...
Investment Banking Associate, Technology - New York City / Boston
- New York, NY (22 miles from White Plains, NY)
- 3 days ago
- New York, NY (22 miles from White Plains, NY)
- 3 days 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...
Associate, Investment Banking - Healthcare Services
- New York, NY (22 miles from White Plains, NY)
- 3 days ago
- New York, NY (22 miles from White Plains, NY)
- 3 days 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...
AVP/VP - Convertible Bonds Asset Manager
- Harrison, NY (4 miles from White Plains, NY)
- 3 days ago
- Harrison, NY (4 miles from White Plains, NY)
- 3 days ago
Requirements The ideal candidate would possess the following qualities and background: Five years of relevant work experience in similar roles within convertible bond capital markets, investment banking...
Demographic Data for White Plains, NY
Moving to White Plains, NY? Find some basic demographic data about White Plains, NY below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in White Plains, NY
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in White Plains, 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
- Revenue Recognition
- Property Inspections
- Commercial Real Estate
- Argus
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Asset Allocation
- Lease-Up
- Certified Financial Planner
- Series 65 Licensed
- Relationship Management
- Financial Statement Analysis
- BSA
- Fannie Mae
- Freddie Mac
- Private Banking
- OFAC
- Financial Services
- Wealth Management
- Corporate Finance
- Investment Banking
- Valuation
- Capital Markets
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Modeling
- Financial Planning
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Relationship Management
- Finance
- Strategy Development
- Accounting
- Negotiation
- Verbal Communication
- Written Communication
- Collaboration
- Documentation
- Bachelor's Degree
- Regulations
- Reporting
- Policy Development
- Sales
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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