Manager of Savings and Investments Jobs in Blue Bell, PA
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.
- Philadelphia, PA (15 miles from Blue Bell, PA)
- 23 hours ago
- Philadelphia, PA (15 miles from Blue Bell, PA)
- 23 hours ago
Asset Manager, Energy Storage Position works on-site in Center City! As an Asset Manager for Energy Storage at Ormat, you will play a crucial role in the Energy Storage team. You will be...
- Philadelphia, PA (15 miles from Blue Bell, PA)
- 23 hours ago
- Philadelphia, PA (15 miles from Blue Bell, PA)
- 23 hours ago
financial stability, with competitive performance-based compensation and a complete benefits package Personalized and comprehensive training and support In-house specialists and training (Fee-Based Wealth...
Real Estate Asset Manager (Fiduciary Specialty Asset Manager)
- Philadelphia, PA (15 miles from Blue Bell, PA)
- 7 days ago
- Philadelphia, PA (15 miles from Blue Bell, PA)
- 7 days ago
WIM provides a full range of personalized wealth management, investment, planning, and retirement products and services to meet clients' unique needs and to help them achieve financial goals....
- Malvern, PA (15 miles from Blue Bell, PA)
- 15 days ago
- Malvern, PA (15 miles from Blue Bell, PA)
- 15 days ago
Liaise with investment partners and lenders on asset level decisions and reporting project performance Provide insight into leasing and management trends for future underwriting Participate in strategic...
What success looks like in this role: Provides asset management support across larger and more complex organizational and/or hardware / software areas. Supports the entire lifecycle of IT assets,...
Asset Manager and Acquisitions Analyst
- Philadelphia, PA (15 miles from Blue Bell, PA)
- 30+ days ago
- Philadelphia, PA (15 miles from Blue Bell, PA)
- 30+ days ago
Livingston Street Capital, LLC is a boutique private equity firm with institutional capital partners focused on commercial and residential real estate investments throughout the United States. We...
- Media, PA (18 miles from Blue Bell, PA)
- 45+ days ago
- Media, PA (18 miles from Blue Bell, PA)
- 45+ days ago
Create and distribute periodic asset management reports and annual business plans and budgets to the Company, investors, lenders, and other parties....
- Dresher, PA (6 miles from Blue Bell, PA)
- 60+ days ago
- Dresher, PA (6 miles from Blue Bell, PA)
- 60+ days ago
Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan...
Wealth Management Advisor - PA, Bala Cynwyd (2559)
- Bala Cynwyd, PA (10 miles from Blue Bell, PA)
- 60+ days ago
- Bala Cynwyd, PA (10 miles from Blue Bell, PA)
- 60+ days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
- Plymouth Meeting, PA (2 miles from Blue Bell, PA)
- 90+ days ago
- Plymouth Meeting, PA (2 miles from Blue Bell, PA)
- 90+ days ago
Job Details: Asset Manager Unlock your potential with a dynamic team at a boutique real estate investment firm!! As an Asset Manager, you'll be pivotal in maximizing the performance of our diverse...
Demographic Data for Blue Bell, PA
Moving to Blue Bell, PA? Find some basic demographic data about Blue Bell, PA below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Blue Bell, PA
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Blue Bell, PA 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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