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.
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...
- Harrisburg, PA
- 5 days ago
- Harrisburg, PA
- 5 days ago
BRIEF OVERVIEW The City of Harrisburg is accepting applications for the position of Analyst - Finance in the Department of Budget and Finance. This management position is directly responsible for...
Education and/or Experience: 3 to 5 years of experience in real estate, asset management, investment banking, or a related field. Bachelor's degree in business, finance, or a related discipline....
Wealth Management Advisor-Radnor, PA, Philadelphia, PA, State College, PA
- Radnor, PA
- 8 days ago
- Radnor, PA
- 8 days ago
WEALTH MANAGEMENT ADVISOR-RADNOR, PA, PHILADELPHIA, PA, STATE COLLEGE, PA Type: Full Time Location(s): Radnor, PA 19087, United States 201 King Of Prussia Road, Wayne, PA 19087, United States...
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...
Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically...
(Required) 3 or more years exposure to distressed credits, credit workout or transitional lending....
(Required) 3 or more years exposure to distressed credits, credit workout or transitional lending....
Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm...
IT Asset Manager Location: Pittsburgh, PA (Hybrid or onsite) Full Time Position Overview: The IT Asset Management (ITAM) Practice Leader will be a key player in optimizing the IT asset lifecycle,...
Plant Industrial Engineering, Maintenance and Asset Manager
- Denver, PA
- 20 days ago
- Denver, PA
- 20 days ago
High Concrete Group LLC combines innovation, proven technology, more than three-quarters of a century's experience as a precast company, and nearly 50 years as a precaster to give our customers...
Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm...
campaigns for the internals/externals consultants to help the growth of the various platforms with limited regional travel Ensure team coordinates with WM SMEs for Insurance, Alternatives, Retirement, Lending...
Consent from Fannie Mae and Freddie Mac....
We are seeking a highly motivated and experienced Investment Banking Associate to join our Infrastructure Investment Banking team....
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
- Presentation
- Acquisitions
- Revenue Recognition
- Commercial Real Estate
- Argus
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Private Equity
- Asset Allocation
- Certified Financial Planner
- Reimbursement
- Series 65 Licensed
- Relationship Management
- Financial Statement Analysis
- Nationwide Mortgage Licensing System & Registry
- Credit Underwriting
- Freddie Mac
- Private Banking
- OFAC
- Fannie Mae
- Mortgage Processing
- Financial Services
- Loan Servicing
- Wealth Management
- Corporate Finance
- Capital Markets
- Investment Banking
- Valuation
- Underwriting
- Financial Statements
- Investment Management
- Financial Planning
- Financial Modeling
- Portfolio Management
- Due Diligence
- Asset Management
- Financial Analysis
- Real Estate
- Risk Management
- Finance
- Strategy Development
- Relationship Management
- Accounting
- Business Development
- Written Communication
- Negotiation
- Mentoring
- Documentation
- Reporting
- Collaboration
- Policy Development
- Bachelor's Degree
- Regulations
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Staff Supervision
- Organization
- Leadership
- Communication Skills
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