Manager of Savings and Investments Jobs in Nashville, TN
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.
Global Inventory and Asset Manager, Ops Tech Solutions Supply Chain (OTS-SC)
- Nashville, TN
- 4 days ago
- Nashville, TN
- 4 days ago
Amazon's Ops Tech Solutions Supply Chain (OTS-SC) plans, sources, makes and delivers IT equipment necessary to empower Amazon's Worldwide Stores Business. OTS-SC responsibilities include Demand...
Corporate & Investment Banking - Associate - Healthcare Services
- Nashville, TN
- 7 days ago
- Nashville, TN
- 7 days ago
Job Summary Performs a wide variety of complex data analytics and financial modeling to support the overall business development strategies of the assigned industry Corporate - Investment Banking team...
Corporate & Investment Banking - Associate - Credit Products - Healthcare Services
- Nashville, TN
- 7 days ago
- Nashville, TN
- 7 days ago
Conducts detailed credit analysis based on information provided by the borrower, publicly available information, evaluation of the borrower's credit needs, and the ability to pay across a range of products...
Create steams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services....
Investment Consultant - Franklin, TN
- Franklin, TN (22 miles from Nashville, TN)
- 12 days ago
- Franklin, TN (22 miles from Nashville, TN)
- 12 days ago
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...
At Wealth Management from U.S. Bank and U.S....
- Forest Hills, TN (6 miles from Nashville, TN)
- 30+ days ago
- Forest Hills, TN (6 miles from Nashville, TN)
- 30+ days ago
Qualifications MBA with at least one year of post-MBA investment banking experience Minimum of 2 years of pre-MBA investment banking experience....
Demographic Data for Nashville, TN
Moving to Nashville, TN? Find some basic demographic data about Nashville, TN below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Nashville, TN
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Nashville, TN 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
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Private Equity
- Fixed Income
- Asset Allocation
- Certified Financial Planner
- Series 65 Licensed
- Nationwide Mortgage Licensing System & Registry
- Fannie Mae
- Freddie Mac
- Private Banking
- OFAC
- Mortgage Processing
- Financial Services
- Wealth Management
- Corporate Finance
- Capital Markets
- Valuation
- Underwriting
- Financial Statements
- Investment Banking
- Investment Management
- Portfolio Management
- Financial Planning
- Financial Modeling
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Relationship Management
- Strategy Development
- Finance
- Business Development
- Accounting
- Written Communication
- Negotiation
- Documentation
- Collaboration
- Bachelor's Degree
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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