Manager of Savings and Investments Jobs in Monroe, NC
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.
Asset Manager, Specialty Underwriting and Portfolio Management - CRE
- Charlotte, NC (20 miles from Monroe, NC)
- 1 day ago
- Charlotte, NC (20 miles from Monroe, NC)
- 1 day ago
analysis, underwriting, or asset management Proven expertise in analyzing CRE property types (e.g., Multifamily, Industrial, Retail, Office) Deep understanding of CRE valuation methodologies, interest...
Insight Global is seeking two project-based Asset Specialists to join a local government agency in supporting an asset tagging project. In this role, the Asset Specialist will travel between ~20...
BlackArch Investment Banking Associate
- Charlotte, NC (20 miles from Monroe, NC)
- 2 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 2 days ago
Banking Associate will play a crucial role in developing and strengthening BlackArchs client relationships and in driving the transaction process....
Deloitte Corporate Finance - Investment Banking Associate
- Charlotte, NC (20 miles from Monroe, NC)
- 2 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 2 days ago
Position Summary Deloitte Corporate Finance - Investment Banking Associate Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational initiatives...
Asset Manager Consultant - Asset Management - Midland
- Charlotte, NC (20 miles from Monroe, NC)
- 4 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 4 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Asset Manager - Asset Management - Midland
- Charlotte, NC (20 miles from Monroe, NC)
- 4 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 4 days ago
Midland's Asset Management group works with a diverse group of clients, which includes some of the largest lenders and investors in the commercial real estate market and the largest subordinate bond...
Senior Asset Manager - GSE/HUD
- Charlotte, NC (20 miles from Monroe, NC)
- 30+ days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 30+ days ago
REQUIRED EXPEREINCE AND EDUCATION 5+ years of commercial or multifamily mortgage servicing/underwriting experience required General familiarity with GSE (preferably Fannie Mae DUS, HUD/FHA, and/or Freddie...
- Charlotte, NC (20 miles from Monroe, NC)
- 30+ days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 30+ days ago
Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Manage a portfolio of Asset Based Lending...
Entry Level Wealth Manager - Charlotte, Raleigh & Wilmington, NC; Greenville, SC (2548)
- Charlotte, NC (20 miles from Monroe, NC)
- 45+ days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 45+ days ago
Entry Level Wealth Manager - Charlotte, Raleigh & Wilmington, NC; Greenville, SC () (D) Entry Level Wealth Manager - Charlotte, Raleigh & Wilmington, NC; Greenville, SC () (D) Primary Location :...
Investment Banking Associate - Healthcare
- Charlotte, NC (20 miles from Monroe, NC)
- 45+ days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 45+ days ago
INVESTMENT BANKING | 58 Investment Banking Associate - Healthcare Charlotte, North Carolina | Chicago, Illinois | New York, New York Solutions for Today's Challenges....
Senior Asset Manager - Asset Management - Midland
- Charlotte, NC (20 miles from Monroe, NC)
- 45+ days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 45+ days ago
Midland's Asset Management group works with a diverse group of clients, which includes some of the largest lenders and investors in the commercial real estate market and the largest subordinate bond...
- Charlotte, NC (20 miles from Monroe, NC)
- 45+ days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 45+ days ago
experience required Proficient knowledge of multifamily mortgage banking, loan servicing, financial statement analysis required HUD/FHA, Fannie Mae DUS or Freddie Mac Optigo loan servicing experience...
Asset Manager Consultant - Business Credit - Midland
- Charlotte, NC (20 miles from Monroe, NC)
- 60+ days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 60+ days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Investment Banking Associate - Industrials & Business Services M&A Advisory
- Charlotte, NC (20 miles from Monroe, NC)
- 60+ days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 60+ days ago
Skills & Experience: Minimum of two years of sell-side M&A advisory and investment banking experience (with record of completed transactions from pitch to close in the Industrials and Business Services...
Remote WorkInvestment Banking Associate, Industrials (Charlotte, NC)
- Charlotte, NC (20 miles from Monroe, NC)
- 60+ days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 60+ days ago
As an Investment Banking Associate, you will: Play an integral role on investment banking teams, providing execution support to for public equity offerings, mergers and acquisitions and other financial...
Demographic Data for Monroe, NC
Moving to Monroe, NC? Find some basic demographic data about Monroe, NC below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Monroe, NC
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Monroe, NC 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
- Consulting
- Asset Management
- Presentation
- Flexibility
- Acquisitions
- Revenue Recognition
- Property Inspections
- Commercial Real Estate
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Private Equity
- Budgets
- Asset Allocation
- Certified Financial Planner
- Reimbursement
- Series 65 Licensed
- Financial Statement Analysis
- Nationwide Mortgage Licensing System & Registry
- BSA
- Fannie Mae
- Freddie Mac
- Private Banking
- Mortgage Processing
- OFAC
- Financial Services
- Loan Servicing
- Wealth Management
- Corporate Finance
- Investment Banking
- Valuation
- Capital Markets
- Financial Statements
- Investment Management
- Financial Planning and Analysis
- Financial Planning
- Financial Modeling
- Portfolio Management
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Strategy Development
- Finance
- Accounting
- Business Development
- Written Communication
- Negotiation
- Verbal Communication
- Interpersonal Skills
- Mentoring
- Collaboration
- Documentation
- Reporting
- Bachelor's Degree
- Regulations
- Policy Development
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
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