Manager of Savings and Investments Remote & Hybrid Only 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.
Digital Asset Manager Department: Collections Employment Type: Full Time Location: Stephen A. Schwarzman Building Reporting To: Eric Shows Compensation: $80,000 - $95,000 / year Description...
Additional professional designations, certifications or licenses are a plus, such as, CPA, CVA, ASA, CFA, and FINRA licenses. 3-5 plus years of experience in investment banking, transaction advisory...
Investment Banking Associate - Debt Capital Markets
- New York, NY
- 20 days ago
- New York, NY
- 20 days ago
, Languages): 4+ years of experience in Debt Capital Markets, Investment Banking, or related work environment, preferably with a market's orientation....
Investment Banking Associate - Fund Finance Distribution
- New York, NY
- 30+ days ago
- New York, NY
- 30+ days ago
Share Investment Banking Associate - Fund Finance Distribution Permanent contract New York, New York, United States Hybrid Salary from 104,000 to 200,000 Responsibilities Profile required Why join us...
Administrative Assistant, Intrepid Investment Bankers
- New York, NY
- 30+ days ago
- New York, NY
- 30+ days ago
Known for its unique entrepreneurial culture that values teamwork and transparency, Intrepid offers highly motivated individuals the opportunity to make meaningful contributions to client...
Remote Work- New York, NY
- 30+ days ago
- New York, NY
- 30+ days ago
The group works closely with sector coverage bankers and a wide range of product groups, acting as the primary investment banking corporate finance advisory and strategic situations financing group....
Investment Banking Associate (Healthcare Services MedTech Exp. Req.)
- New York, NY
- 30+ days ago
- New York, NY
- 30+ days ago
You will learn the core knowledge of the investment banking industry and expand your knowledge in key analytical, communication, marketing, and sales skills....
- New York, NY
- 45+ days ago
- New York, NY
- 45+ days ago
CPM actively manages the portfolio of GLBA to maximize profitability and contribute to investment banking idea generation across M&A, ECM and Leveraged Finance for new transactions....
Senior Housing Operating Portfolio Asset Manager
- New York, NY
- 60+ days ago
- New York, NY
- 60+ days ago
Job Description: The Ventas Senior Housing Operational Portfolio (SHOP) group is seeking a dynamic Asset Manager responsible for growing, shaping, and supporting a $1B+ portfolio of senior living...
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
- Estate Planning
- Presentation
- Retirement Planning
- Accruals
- Acquisitions
- Revenue Recognition
- Commercial Real Estate
- Client Relationships
- Private Equity
- Asset Allocation
- Certified Financial Planner
- Reimbursement
- Series 65 Licensed
- Relationship Management
- Financial Statement Analysis
- Nationwide Mortgage Licensing System & Registry
- BSA
- Private Banking
- Freddie Mac
- Fannie Mae
- OFAC
- Financial Services
- Wealth Management
- Capital Markets
- Investment Banking
- Valuation
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Planning
- Financial Modeling
- Due Diligence
- Asset Management
- Financial Analysis
- Real Estate
- Finance
- Strategy Development
- Relationship Management
- Business Development
- Negotiation
- Written Communication
- Documentation
- Accounting
- Mentoring
- Collaboration
- Reporting
- Interpersonal Skills
- Policy Development
- Bachelor's Degree
- Regulations
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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