Manager of Savings and Investments Jobs in Dallas, TX
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.
Commercial Real Estate Asset Manager
- Plano, TX (18 miles from Dallas, TX)
- 3 hours ago
- Plano, TX (18 miles from Dallas, TX)
- 3 hours ago
Company Description** Since opening our first self-storage facility in 1972, **Public Storage** has grown to become the **largest owner and operator of self-storage facilities** in the world. With...
Job Title Trust Asset Manager Job Description Summary Responsible for managing a portfolio of 25-50 Commercial assets for an owner or client and fulfill the manager's obligations under the terms...
Purpose and Job Summary: The primary focus of the Asset Manager position is to provide outstanding service to internal and external clients, and to aid in the administration of our complex...
Prior experience and familiarity with industry best practices for credit analysis. Critical Competencies Excellent written and verbal communication skills....
Location:** 11501 Outlook Street - Overland Park, Kansas 66211 ABOUT THE JOB (JOB BRIEF) + Responsible for the management and disposition of an assigned portfolio, which may contain performing or...
Job Summary Job Description What is the opportunity? Asset Manager will be responsible for the day-to-day management of a sub-portfolio of 20-25 loan positions held within the RECP Dallas loan...
SAP - Plant Maintenance - Asset Manager - EAM - Manager - Consulting - Location OPEN
- Dallas, TX
- 6 days ago
- Dallas, TX
- 6 days ago
Location: Anywhere in Country At EY, were all in to shape your future with confidence. Well help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you...
Multifamily Senior Asset Manager - Lead Associate, Watchlist Management
- Plano, TX (18 miles from Dallas, TX)
- 6 days ago
- Plano, TX (18 miles from Dallas, TX)
- 6 days ago
At Fannie Mae, the inspiring work we do helps make a home a possibility for millions of homeowners and renters. Every day offers compelling opportunities to impact the future of the housing...
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...
Professional designations, including CFP, CFA, CPA, or CTFA are preferred Requires experience or demonstrated understanding of investments, banking, trust administration, financial planning, estate...
This position reports to the Wealth Management Chief Operating Officer....
Commercial Leasing Asset Manager
- Plano, TX (18 miles from Dallas, TX)
- 14 days ago
- Plano, TX (18 miles from Dallas, TX)
- 14 days ago
Company Description Since opening our first self-storage facility in 1972, Public Storage has grown to become the largest owner and operator of self-storage facilities in the world. With thousands...
Investment Banking, Associate, Product Manager, Dallas
- Dallas, TX
- 17 days ago
- Dallas, TX
- 17 days ago
Investment Banking The Investment Banking business (IB) works on some of the most complex financial challenges and transactions in the market today....
Senior Asset Manager - Asset Management - Midland
- Farmers Branch, TX (11 miles from Dallas, TX)
- 17 days ago
- Farmers Branch, TX (11 miles from Dallas, TX)
- 17 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...
Regional Asset Manager REPORTS TO :VP of Asset Management STATUS : Exempt LDG Development and our affiliated companies are growing rapidly to produce higher levels of much-needed affordable...
Demographic Data for Dallas, TX
Moving to Dallas, TX? Find some basic demographic data about Dallas, TX below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Dallas, TX
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Dallas, TX 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
- Budgets
- 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
- Finance
- Relationship Management
- 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 »