Manager of Savings and Investments Jobs in Oregon
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.
Why You Should Work With Us: At Sinceri Senior Living, we are a fun loving, employee-centric company like no other! Maybe that's why we have been certified by our employees as a Great Place to...
Job Title Trust Asset Manager Job Description Summary Responsible for managing a growing portfolio of 40+ timber assets in the Pacific Northwest for an owner or client and fulfill the manager's...
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...
General Position Summary & Responsibilities: The Sr. Asset Manager (SRAM) reports to the Recycling Operations Director. The SRAM is responsible for ensuring that all his/her efforts are compliant...
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...
Wealth Management Investment Consultant, Advisory Services
- Gresham, OR
- 20 days ago
- Gresham, OR
- 20 days ago
At U.S. Bank, were 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...
SAP - Plant Maintenance - Asset Manager - EAM - Manager - Consulting - Location OPEN
- Portland, OR
- 23 days ago
- Portland, OR
- 23 days ago
Job Listing ID: 4271655 Job Title: SAP - Plant Maintenance - Asset Manager - EAM - Manager - Consulting - Location OPEN Application Deadline: Open Until FilledJob Location: Portland Date Posted:...
Job Description The Wealth Management Advisor position is the investme nt, investment planning, and insurance products lead on the Wealth Management Team....
Property Asset Manager - CHEFSTORE (Hybrid - Onsite and Remote)
- West Linn, OR
- 45+ days ago
- West Linn, OR
- 45+ 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...
Property Asset Manager - CHEF'STORE (Hybrid - Onsite and Remote)
- West Linn, OR
- 45+ days ago
- West Linn, OR
- 45+ 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,...
Job Summary: Good pay! Good benefits! Good people! At Knife River, we take care of our team because we know it is our people who make us successful. We are one of the 10 largest construction...
Experienced Investment Banking Associate 1 or 2, Technology
- Portland, OR
- 90+ days ago
- Portland, 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 Oregon
Moving to Oregon? Find some basic demographic data about Oregon below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Oregon
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Oregon 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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