Manager of Savings and Investments Jobs in Tigard, OR
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.
Property Asset Manager - CHEFSTORE (Hybrid - Onsite and Remote)
- West Linn, OR (9 miles from Tigard, OR)
- 6 days ago
- West Linn, OR (9 miles from Tigard, OR)
- 6 days ago
Property Asset Manager - CHEF'STORE (Hybrid - Onsite and Remote) Smart Foodservice Stores LLC - 3.3 West Linn, OR Job Details Full-time Estimated: $53.6K - $74.8K a year 8 hours ago Benefits...
- Gresham, OR (18 miles from Tigard, OR)
- 6 days ago
- Gresham, OR (18 miles from Tigard, OR)
- 6 days ago
analysis and approval techniques, and consumer lending policies and procedures - Demonstrated sales and marketing abilities - Strong analytical skills to assess client needs - Proficient computer navigation...
Property Asset Manager - CHEF'STORE (Hybrid - Onsite and Remote)
- West Linn, OR (9 miles from Tigard, OR)
- 7 days ago
- West Linn, OR (9 miles from Tigard, OR)
- 7 days ago
ARE YOU A CURRENT US FOODS EMPLOYEE? PLEASE APPLY DIRECTLY THROUGH OUR INTERNAL WORKDAY CAREER SITE Join Our Community of Food People! This position is responsible for analyzing leases,...
Investment Consultant - Tigard, OR
- Portland, OR (6 miles from Tigard, OR)
- 9 days ago
- Portland, OR (6 miles from Tigard, OR)
- 9 days ago
Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm...
Senior Asset Manager, Historic Tax Credit
- Portland, OR (6 miles from Tigard, OR)
- 9 days ago
- Portland, OR (6 miles from Tigard, OR)
- 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...
Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm...
Asset Manager, New Markets Tax Credit
- Portland, OR (6 miles from Tigard, OR)
- 15 days ago
- Portland, OR (6 miles from Tigard, OR)
- 15 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...
Experienced Wealth Management Advisor
- Portland, OR (6 miles from Tigard, OR)
- 23 days ago
- Portland, OR (6 miles from Tigard, OR)
- 23 days ago
A culture of growth with a firm that supports You've built a successful practice and now you're considering a move. Perhaps you're looking for more. At Equitable Advisors, we'd like to get to know...
Experienced Investment Banking Associate 1 or 2, Technology
- Portland, OR (6 miles from Tigard, OR)
- 90+ days ago
- Portland, OR (6 miles from Tigard, OR)
- 90+ days ago
Investment Banking Experienced Associate 1 or 2 D.A. Davidson & Co. is accepting applicants for Associate Year 1 and 2 positions in the Technology Investment Banking Group....
Demographic Data for Tigard, OR
Moving to Tigard, OR? Find some basic demographic data about Tigard, OR below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Tigard, OR
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Tigard, OR 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
- Property Inspections
- Commercial Real Estate
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Private Equity
- Budgets
- Leases
- Asset Allocation
- Capital Improvements
- Certified Financial Planner
- Affordable Housing
- Series 65 Licensed
- Relationship Management
- Restructuring
- Fannie Mae
- Commercial Banking
- Private Banking
- Credit Analysis
- Wealth Management
- Loan Servicing
- Financial Services
- Corporate Finance
- Capital Markets
- Valuation
- Underwriting
- Investment Banking
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Modeling
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Relationship Management
- Finance
- 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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