Manager of Savings and Investments Jobs in Pennsylvania
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.
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...
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
- 7 days ago
- Philadelphia, 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....
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...
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 Asset Manager - Asset Management - Midland
- Pittsburgh, PA
- 15 days ago
- Pittsburgh, PA
- 15 days ago
Midland's Asset Management group works with a diverse group of clients, which includes some of the largest lenders and investors in the commercial real estate market and the largest subordinate bond...
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...
Milton Hershey School (MHS) is one of the world’s best pre-K through 12th grade private schools, where students from disadvantaged backgrounds are provided with a cost-free home and a top-notch...
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,...
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...
Asset Manager Consultant - Business Credit - Midland
- Pittsburgh, PA
- 30+ days ago
- Pittsburgh, PA
- 30+ 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...
attention to detail will be applied independently at all times to ensure exceptional customer service is provided to both internal and external clients (including Borrowers, Production Officers and Lender...
and attention to detail will be always applied independently to ensure exceptional customer service is provided to both internal and external clients (including Borrowers, Production Officers and Lenders...
Job Description The Managing Director, Wealth Management, will lead Northwest Bank's Wealth Management business comprised of Retail Investments, Trust and Fiduciary Services, Estate Planning, Retirement...
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...
Demographic Data for Pennsylvania
Moving to Pennsylvania? Find some basic demographic data about Pennsylvania below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Pennsylvania
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Pennsylvania 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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