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.
- Houston, TX (19 miles from La Porte, TX)
- 6 hours ago
- Houston, TX (19 miles from La Porte, TX)
- 6 hours 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...
Investment Banking Associate - Energy
- Houston, TX (19 miles from La Porte, TX)
- 10 days ago
- Houston, TX (19 miles from La Porte, TX)
- 10 days ago
The Investment Banking Associate also serves as an intermediary in trading for clients....
Investment Consultant - Houston, TX (Galleria)
- Houston, TX (19 miles from La Porte, TX)
- 20 days ago
- Houston, TX (19 miles from La Porte, TX)
- 20 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...
Asset Manager - Thermal Power Generation
- Houston, TX (19 miles from La Porte, TX)
- 28 days ago
- Houston, TX (19 miles from La Porte, TX)
- 28 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)
- 30+ days ago
- Houston, TX (19 miles from La Porte, TX)
- 30+ days ago
A minimum of 7 years commercial banking, loan workout or equivalent experience....
Experienced Associate Investment Banking, Energy
- Houston, TX (19 miles from La Porte, TX)
- 30+ days ago
- Houston, TX (19 miles from La Porte, TX)
- 30+ days ago
Job Description: Position Summary Guggenheim Securities, the Investment Banking division of Guggenheim Partners, is seeking an Associate to join our Houston Energy Investment Banking team to focus on...
- Houston, TX (19 miles from La Porte, TX)
- 30+ days ago
- Houston, TX (19 miles from La Porte, TX)
- 30+ 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...
Investment Banking Associate, Energy - Houston
- Houston, TX (19 miles from La Porte, TX)
- 45+ days ago
- Houston, TX (19 miles from La Porte, TX)
- 45+ days ago
Ideal candidates must also possess: Excellent analytical and presentation skills Knowledge of basic accounting and financial concepts; ability to analyze and value businesses Experience in Investment...
- Houston, TX (19 miles from La Porte, TX)
- 60+ days ago
- Houston, TX (19 miles from La Porte, TX)
- 60+ days ago
Manage relationships with project owners, lenders, and partners, including presenting operational metrics and financial and commercial updates....
Associate Investment Banking, Global Banking & Markets
- Houston, TX (19 miles from La Porte, TX)
- 60+ days ago
- Houston, TX (19 miles from La Porte, TX)
- 60+ days ago
banking, wealth management and private banking, corporate and investment banking, and capital markets....
- Houston, TX (19 miles from La Porte, TX)
- 90+ days ago
- Houston, TX (19 miles from La Porte, TX)
- 90+ days ago
The Wealth Manager is the lead advisor on client relationships at Willis Johnson & Associates. This role includes overseeing the preparation and implementation of client financial plans and...
- Houston, TX (19 miles from La Porte, TX)
- 90+ days ago
- Houston, TX (19 miles from La Porte, TX)
- 90+ days ago
The Associate Wealth Manager works closely with a Senior Wealth Manager in the preparation and implementation of client financial strategies, plans, and analysis. They will be given challenging...
- Houston, TX (19 miles from La Porte, TX)
- 90+ days ago
- Houston, TX (19 miles from La Porte, TX)
- 90+ days ago
Job Title: Equipment Asset Manager Location: Houston, TX Job Summary: We are seeking a detail-oriented Equipment Asset Manager to oversee and manage our equipment in Houston. This role involves...
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
- Property Inspections
- Commercial Real Estate
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Private Equity
- Budgets
- Leases
- Asset Allocation
- Capital Improvements
- Certified Financial Planner
- Affordable Housing
- Series 65 Licensed
- Relationship Management
- Restructuring
- Fannie Mae
- Commercial Banking
- Freddie Mac
- Private Banking
- Credit Analysis
- Wealth Management
- Loan Servicing
- Financial Services
- Corporate Finance
- Capital Markets
- Valuation
- Underwriting
- Investment Banking
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Modeling
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Relationship Management
- Finance
- Strategy Development
- Business Development
- Accounting
- Written Communication
- Negotiation
- Documentation
- Collaboration
- Bachelor's Degree
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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