Manager of Savings and Investments Jobs in North Carolina
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 Management Director - $2000 Signing Bonus
- Mooresville, NC
- 23 hours ago
- Mooresville, NC
- 23 hours ago
The Asset Management Director manages the design, construction, maintenance, and care of all Town facilities, such as recreation centers, fire and police stations, the library, Town Hall.This...
Asset Manager Consultant - Midland Loan Services - Asset Management - Midland
- Charlotte, NC
- 1 day ago
- Charlotte, NC
- 1 day 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...
Requirements: Bachelors degree from a reputable undergraduate college / university, MBA preferred Five (5) years of prior experience in Investment Banking, including strong M&A knowledge and the proven...
Investment Banking Associate - Boutique Investment Bank (Raleigh, NC) Position: Investment Banking Associate Location: Raleigh, NC Industry: Investment Banking - Mergers & Acquisitions (M&A) Experience...
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Investment Banking Associate - Consumer Products & Services (CPS)
- Charlotte, NC
- 3 days ago
- Charlotte, NC
- 3 days ago
We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions....
Sr. Manager- Agency Asset Manager III The Senior Manager will play a vital role within the Agency Asset Management - Risk Mitigation team managing an assigned portfolio of specially serviced...
Asset Manager Consultant - Business Credit - Midland
- Charlotte, NC
- 4 days ago
- Charlotte, 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...
Investment Banking Associate - Industrials & Business Services M&A Advisory
- Charlotte, NC
- 5 days ago
- Charlotte, NC
- 5 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 WorkDescription Summary: Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s. Duties & Responsibilities: Manages medium/large and complex portfolios...
Remote WorkInvestment Banking Associate, Industrials (Charlotte, NC)
- Charlotte, NC
- 7 days ago
- Charlotte, NC
- 7 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...
- Burnsville, NC
- 14 days ago
- Burnsville, NC
- 14 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...
Asset Manager - Optimize, Lead, and Drive Success! Locations Available: Arcadia, WI - Ecru, MS - Advance, NC Must be able to travel up to 50% Are you a detail-oriented leader with a passion for...
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and...
This job might be for you if you have the following: At least 5 years of direct work experience with renewable energy development or similar industry experience in investment banking, corporate finance...
Demographic Data for North Carolina
Moving to North Carolina? Find some basic demographic data about North Carolina below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in North Carolina
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in North Carolina 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
- Acquisitions
- Revenue Recognition
- Property Inspections
- Commercial Real Estate
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Private Equity
- Asset Allocation
- Certified Financial Planner
- Series 65 Licensed
- Relationship Management
- Fannie Mae
- Commercial Banking
- Freddie Mac
- Private Banking
- OFAC
- Mortgage Processing
- Cash Flow Analysis
- Financial Services
- Wealth Management
- Corporate Finance
- Capital Markets
- Valuation
- Underwriting
- Investment Banking
- Financial Statements
- Financial Planning and Analysis
- Investment Management
- Portfolio Management
- Financial Modeling
- Financial Planning
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Finance
- Relationship Management
- 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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