Manager of Savings and Investments Jobs in Philadelphia, 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.
Overview The Asset Manager, Asset Management is responsible for assisting in implementing strategies that will maximize the financial performance and value of the NYC-based Pennrose Properties...
- Media, PA (13 miles from Philadelphia, PA)
- 12 days ago
- Media, PA (13 miles from Philadelphia, PA)
- 12 days ago
Create and distribute periodic asset management reports and annual business plans and budgets to the Company, investors, lenders, and other parties....
Wealth Management Advisor - PA, Philadelphia (2571)
- Philadelphia, PA
- 15 days ago
- Philadelphia, PA
- 15 days ago
Wealth Management Advisor - PA, Philadelphia () (WR) Wealth Management Advisor - PA, Philadelphia () (WR) Primary Location : UNITED STATES-PA-Philadelphia Organization : Equitable Advisors...
- Dresher, PA (13 miles from Philadelphia, PA)
- 16 days ago
- Dresher, PA (13 miles from Philadelphia, PA)
- 16 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...
Asset Management - Director of Investment Implementation, Operations, and Reporting
- Wilmington, DE (24 miles from Philadelphia, PA)
- 16 days ago
- Wilmington, DE (24 miles from Philadelphia, PA)
- 16 days ago
Responsible for overseeing investment operations, including, but not limited to, implementation and trading, reporting, and related systems and tools. Provides strategic direction and management...
Twenty years of experience in commercial banking, loan workout, and/or relationship management....
Wealth Management Advisor - PA, Bala Cynwyd (2559)
- Bala Cynwyd, PA (5 miles from Philadelphia, PA)
- 25 days ago
- Bala Cynwyd, PA (5 miles from Philadelphia, PA)
- 25 days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing...
As an Investment Consultant, you will be responsible for leading the client experience and investment consulting efforts to clients in both an advisory and Outsourced Chief Investment Officer...
About Klick Health Meet a different kind of workplace. Klick Health is an ecosystem of brilliant minds working to realize the full potential of their people and clients in life sciences since...
Remote Work- Eddystone, PA (13 miles from Philadelphia, PA)
- 30+ days ago
- Eddystone, PA (13 miles from Philadelphia, PA)
- 30+ days ago
About the role: Barry Callebaut is a global organization poised for growth; a company that has embraced the vision to delight its customers while out-performing its competitors, a business that is...
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...
- Conshohocken, PA (11 miles from Philadelphia, PA)
- 60+ days ago
- Conshohocken, PA (11 miles from Philadelphia, PA)
- 60+ days ago
Education and/or Experience: A minimum of 5 years of experience in Asset Management, Real Estate, Investment Banking, Private Equity, or related experience specifically within multi-family A bachelor's...
Job Details: Asset Manager - Center City - $100-135k A flexible, hybrid schedule is available with this opportunity. Residential/multifamily real estate experience is required! Growing real estate...
Demographic Data for Philadelphia, PA
Moving to Philadelphia, PA? Find some basic demographic data about Philadelphia, PA below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Philadelphia, PA
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Philadelphia, 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
- 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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