Manager of Savings and Investments Jobs in Malvern, 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 (20 miles from Malvern, PA)
- 23 hours ago
- Philadelphia, PA (20 miles from Malvern, 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 (20 miles from Malvern, PA)
- 23 hours ago
- Philadelphia, PA (20 miles from Malvern, 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 (20 miles from Malvern, PA)
- 7 days ago
- Philadelphia, PA (20 miles from Malvern, 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....
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...
Senior Engineer IT Asset Manager
- Blue Bell, PA (15 miles from Malvern, PA)
- 23 days ago
- Blue Bell, PA (15 miles from Malvern, PA)
- 23 days ago
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 (20 miles from Malvern, PA)
- 30+ days ago
- Philadelphia, PA (20 miles from Malvern, 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...
- Kennett Square, PA (15 miles from Malvern, PA)
- 45+ days ago
- Kennett Square, PA (15 miles from Malvern, PA)
- 45+ days ago
We don't simply hire employees. We invest in them. When you work at Chatham, we empower you offering professional development opportunities to help you grow in your career, no matter if you've...
- Media, PA (10 miles from Malvern, PA)
- 45+ days ago
- Media, PA (10 miles from Malvern, 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 (20 miles from Malvern, PA)
- 60+ days ago
- Dresher, PA (20 miles from Malvern, 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 (16 miles from Malvern, PA)
- 60+ days ago
- Bala Cynwyd, PA (16 miles from Malvern, PA)
- 60+ days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
- Plymouth Meeting, PA (14 miles from Malvern, PA)
- 90+ days ago
- Plymouth Meeting, PA (14 miles from Malvern, 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...
Investment Consultant - Greenville, DE
- Greenville, DE (17 miles from Malvern, PA)
- 60+ days ago
- Greenville, DE (17 miles from Malvern, PA)
- 60+ days ago
management partner based on needs and financial complexity Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire Degree and/...
Demographic Data for Malvern, PA
Moving to Malvern, PA? Find some basic demographic data about Malvern, PA below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Malvern, PA
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Malvern, 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
Other Career Titles
Here are some other career titles that require similar skills
Manager of Savings and Investments Related Career Advice Articles
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »