Manager of Savings and Investments Jobs in La Porte, 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.
Capital Markets Investment Banking Associate Director / Vice President - Houston, TX
- Houston, TX (19 miles from La Porte, TX)
- 2 days ago
- Houston, TX (19 miles from La Porte, TX)
- 2 days ago
Investment Banking and Securities Underwriting activities are offered through Zions Direct, Inc., member FINRA / SIPC....
Capital Markets Associate Investment Banking Director - Houston, TX
- Houston, TX (19 miles from La Porte, TX)
- 10 days ago
- Houston, TX (19 miles from La Porte, TX)
- 10 days ago
Investment Banking and Securities Underwriting activities are offered through Zions Direct, Inc., member FINRA / SIPC....
Asset Manager Associate - Renewables
- Houston, TX (19 miles from La Porte, TX)
- 12 days ago
- Houston, TX (19 miles from La Porte, TX)
- 12 days ago
Manage relationships with project owners, lenders, and partners, including presenting operational metrics and financial and commercial updates....
- Houston, TX (19 miles from La Porte, TX)
- 13 days ago
- Houston, TX (19 miles from La Porte, TX)
- 13 days ago
Are you passionate about human space exploration, understanding the origins of the universe, and working with a passionate and diverse team to make a difference? If you are, we need you! We need...
- Houston, TX (19 miles from La Porte, TX)
- 13 days ago
- Houston, TX (19 miles from La Porte, TX)
- 13 days ago
INVESTMENT CONSULTANT WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net...
- Houston, TX (19 miles from La Porte, TX)
- 15 days ago
- Houston, TX (19 miles from La Porte, TX)
- 15 days ago
The role offers a high degree of autonomy, collaboration with multiple senior professionals, as well as external parties like leasing brokers, vendors, lenders, and investors....
Estate & Asset Manager (Houston locals only)
- Houston, TX (19 miles from La Porte, TX)
- 18 days ago
- Houston, TX (19 miles from La Porte, TX)
- 18 days ago
We are seeking a dedicated and experienced Estate & Asset Manager for a family of five in Houston. The primary residence is a beautiful 6,000 sq. ft. home with three employees. This role is...
- Houston, TX (19 miles from La Porte, TX)
- 19 days ago
- Houston, TX (19 miles from La Porte, TX)
- 19 days ago
The Director will have self-sourced AUM and Private Banking Deposit/Loan goals and may serve on national/regional investment or practice group committees....
SAP - Plant Maintenance - Asset Manager - EAM - Manager - Consulting - Location OPEN
- Houston, TX (19 miles from La Porte, TX)
- 27 days ago
- Houston, TX (19 miles from La Porte, TX)
- 27 days ago
Location: Anywhere in Country At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you...
- Houston, TX (19 miles from La Porte, TX)
- 27 days ago
- Houston, TX (19 miles from La Porte, TX)
- 27 days ago
Career Opportunities: Asset Manager (1463) Requisition ID 1463 - Posted 09/30/2024 - United States - Texas - Houston, Texas (USA) - Aramco Trading Americas Aramco Trading Americas Asset Manager...
Associate, Investment Banking, Energy - Houston, TX
- Houston, TX (19 miles from La Porte, TX)
- 28 days ago
- Houston, TX (19 miles from La Porte, TX)
- 28 days ago
banking, wealth management and private banking, corporate and investment banking, and capital markets....
Asset Manager Consultant - Business Credit - Midland
- Houston, TX (19 miles from La Porte, TX)
- 30+ days ago
- Houston, TX (19 miles from La Porte, TX)
- 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...
- Houston, TX (19 miles from La Porte, TX)
- 45+ days ago
- Houston, TX (19 miles from La Porte, TX)
- 45+ days ago
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...
Global Fleet Asset Manager At Nouryon, our global team of Changemakers takes positive action every day, to reach higher collectively and individually. We create innovative and sustainable...
Demographic Data for La Porte, TX
Moving to La Porte, TX? Find some basic demographic data about La Porte, TX below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in La Porte, TX
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in La Porte, 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
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