Manager of Savings and Investments Jobs in Ohio
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
- 7 hours ago
- Strategic Employment Partners
- Westlake, OH
- 7 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 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 WorkYour Job Georgia-Pacific is hiring an Assistant Asset Manager to join our team in Toledo, OR (Containerboard) supporting the Paper department. This position will provide strategic and tactical...
Basic Qualifications: High School Diploma or GED equivalent from an accredited institution Minimum of 3 years' experience performing maintenance in a manufacturing environment Minimum of 1-year...
Looking for a Wealth Management Advisor in NW Ohio to join the team of a reputable financial institution. This is an excellent opportunity!...
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...
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
- 9 days ago
- Cleveland, OH
- 9 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...
Job Posting Asset Manager General Purpose: The Asset Management team focuses on the long-term stewardship of Homeport's tax credit affordable rental housing portfolio. Asset Management looks for...
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
- 15 days ago
- Pepper Pike, OH
- 15 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...
Wealth Management Investment Consultant, Advisory Services
- Cincinnati, OH
- 18 days ago
- Cincinnati, OH
- 18 days ago
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
and loan risk factors through the timely receipt and reporting of current and relevant information by developing and maintaining relationships with General Partners/developers, management agents, lenders...
Remote WorkPosition 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, Financial Institutions
- Cleveland, OH
- 27 days ago
- Cleveland, 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...
Demographic Data for Ohio
Moving to Ohio? Find some basic demographic data about Ohio below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Ohio
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Ohio 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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