Manager of Savings and Investments Jobs in New York
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.
Barclays Capital Inc. seeks Investment Banking Associate in New York, NY (multiple positions available): Master on all aspects of executing a transaction in Investment Banking, including developing...
Remote WorkOur four major business lines include Corporate & Investment Banking, Commercial Banking, Commercial Real Estate, and Wells Fargo Commercial Capital....
Investment Banking Associate - Equity Capital Markets
- New York, NY
- 14 hours ago
- New York, NY
- 14 hours ago
Description Citizens is seeking an experienced Investment Banking Associate to join our Equity Capital Markets(ECM) in New York City, NY....
Conduct due diligence in connection with investment banking transactions....
Investment Banking Associate General Partner ("GP") Advisory
- New York, NY
- 5 days ago
- New York, NY
- 5 days ago
General Partner Advisory is one of Houlihan's youngest M&A investment banking businesses....
Basic Qualifications 3+ years of Investment Banking, corporate finance, or transaction advisory services experience Advanced knowledge of accounting and finance Undergraduate degree Strong analytical...
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,...
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
- 6 days ago
- New York, NY
- 6 days 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...
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 WorkWork Experience: 3+ year of experience with a Bachelor's degree or 1+ years with a MBA in Industrials Investment Banking....
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
- 7 days ago
- New York, NY
- 7 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:...
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...
Demographic Data for New York
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Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in New York
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in New York 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
- Asset Management
- Presentation
- Acquisitions
- Revenue Recognition
- Property Inspections
- Commercial Real Estate
- Argus
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Budgets
- Asset Allocation
- Lease-Up
- Certified Financial Planner
- Series 65 Licensed
- Relationship Management
- Financial Statement Analysis
- Nationwide Mortgage Licensing System & Registry
- Fannie Mae
- Freddie Mac
- Private Banking
- OFAC
- Financial Services
- Wealth Management
- Loan Servicing
- 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
- Finance
- Relationship Management
- Strategy Development
- Accounting
- Business Development
- Negotiation
- Verbal Communication
- Written Communication
- Collaboration
- Documentation
- Bachelor's Degree
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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