Manager of Savings and Investments Jobs in Pepper Pike, OH
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.
- Strategic Employment Partners
- Westlake, OH (24 miles from Pepper Pike, OH)
- 11 hours ago
- Strategic Employment Partners
- Westlake, OH (24 miles from Pepper Pike, OH)
- 11 hours ago
+ bonus depending on level Remote-friendly for the right candidate, though Cleveland/Westlake, OH is preferred Qualifications for Success: Experience in equipment finance, leasing, or asset-based lending...
Remote WorkAsset Manager, Multifamily Capital
- Cleveland, OH (11 miles from Pepper Pike, OH)
- 9 days ago
- Cleveland, OH (11 miles from Pepper Pike, OH)
- 9 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 - Direct Tax Credit Equity Investments
- Cleveland, OH (11 miles from Pepper Pike, OH)
- 10 days ago
- Cleveland, OH (11 miles from Pepper Pike, OH)
- 10 days ago
Location:127 Public Square - Cleveland, Ohio 44114JOB TITLE:Community Development Asset Manager - Direct Tax Credit Equity InvestmentsABOUT THE BUSINESS:Key Community Development Corporation...
Senior Asset Manager, Multifamily Capital
- Cleveland, OH (11 miles from Pepper Pike, OH)
- 16 days ago
- Cleveland, OH (11 miles from Pepper Pike, OH)
- 16 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...
Senior Asset Manager - Asset Management - Midland
- Pepper Pike, OH
- 16 days ago
- Pepper Pike, OH
- 16 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...
Investment Banking Associate, Financial Institutions
- Cleveland, OH (11 miles from Pepper Pike, OH)
- 27 days ago
- Cleveland, OH (11 miles from Pepper Pike, OH)
- 27 days ago
Location:1301 Avenue of the Americas - New York, New York 10019The Associate in KeyBanc Capital Markets' (KBCM) actively work with industry bankers and product groups in cross-functional teams...
Asset Manager Consultant - Business Credit - Midland
- Pepper Pike, OH
- 30+ days ago
- Pepper Pike, OH
- 30+ 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...
Demographic Data for Pepper Pike, OH
Moving to Pepper Pike, OH? Find some basic demographic data about Pepper Pike, OH below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Pepper Pike, OH
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Pepper Pike, OH 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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