Investment Officer Job Openings In Houston, TX - 55 Jobs

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    Investment Analyst II

    Rice University
    Houston, TX
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    VP of Investment Banking

    Fin'l Services General, Houston, Tx
    Houston, TX
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    Parker Lynch
    Houston, TX
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    Analyst or Associate

    Suntrust Banks
    Houston, TX
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    Investment Funds Associate (Am Law 20 Firm)

    Special Counsel
    Houston, TX
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    Oil & Gas (Upstream) VP, Investment Banking Division

    Morgan Stanley
    Houston, TX
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    Investment Consultant - Houston, TX (Highland Village)

    Fidelity Investments
    Houston, TX
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    Investment Intern

    Atlanta CSC
    Houston, TX
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    Investment Banking Associate (TX)

    FMI Corporation
    Houston, TX
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    Investment Banking Analyst- M&A

    Roland & Associates
    Houston, TX
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    Elite Investment Banking Associate (Houston)

    Phaidon International (Uk) Ltd
    Houston, TX
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    SUSA Flex Officer

    Securitas Security Svc USA
    Houston, TX
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    Investment Banking, Summer Analyst (North America)

    Houston, TX
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    Investment Banking, Summer Associate (North America)

    Houston, TX
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    Transformation Officer - IoT, New Ventures

    Houston, TX
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    Investments Compliance Officer I-III

    BBVA Compass
    Houston, TX
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    Portfolio Analyst

    Houston, TX
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    Sr BA, Apps Invest

    Houston, TX
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    Investor Relations Intern

    Kinder Morgan
    Houston, TX

Investment Officer Jobs



  • Interacting With Computers
  • Communicating with Supervisors, Peers, or Subordinates
  • Guiding, Directing, and Motivating Subordinates
  • Coaching and Developing Others
  • Establishing and Maintaining Interpersonal Relationships
  • Deal with People
  • Unpleasant/Angry People
  • Mostly Sitting
  • Make Decisions

What does an Investment Officer do at Raymond James

* Manages current database of life insurance, annuity, mineral,oil and gas interest, notes/mortgages, closely held businesses and other special asset files.
* Analyzes and reviews all specialty assets annually to ensure compliance and adherence to policies and procedures.
* Manages the due diligence and asset transfer process of all specialty assets.
* Ensures the accuracy of new, incoming trust special asset files.
* Manages outsource relationships for special asset administration.
* Consults with Trust Officers, Trust Consultants, and Financial Advisors regarding specialty assets.
* Facilitates the development and maintenance of best practices for specialt assets.
* Acts as a liaison during regulatory exams, internal and external audits, as well as for account file management.
* Balances conflicting resource and priority demands.
* Maintains regular contact with senior manager and other internal or external customers or clients.
* Performs other duties and responsibilities as assigned

What does an Investment Officer do at Jpmorgan Chase

* Primary investment risk coverage for third party equity, fixed income and liquid alternative fund managers including specialized solutions and separately managed accounts utilizing these managers
* Maintain market intelligence in the Equity and fixed income investments space, highlighting and escalating key risks on the horizon
* Engage in regular dialogue with investment teams; provide an informed challenge to portfolio managers and due diligence teams
* Analyze and prepare regular review of risk and performance reports vs. objectives, guidelines using various metrics for Equity and fixed income investment strategies
* Participate in regular reviews of Equity and fixed income investments solutions with the relevant portfolio management teams
* Assess risks in Equity and fixed income investment funds and solutions in response to market events, emergent risks or portfolio performance
* Present and discuss Equity and fixed income investments funds and solutions at Risk
* Minimum 3
* years of Equity and fixed income Investments experience working with various Equity and fixed income managers is required
* Very high analytic aptitude, as evidenced by educational credentials and/or work experience
* Strong partnership skills; experience working on cross-functional teams
* Ability to challenge business partners while working constructively to achieve a common goal
* Control mentality – naturally skeptical, with an ability to anticipate unforeseen consequences
* Ownership mindset – takes personal responsibility for outcomes; sees beyond their own domain
* Self-starter with ability to manage projects independently
* Minimum seven years of financial industry experience; buy side experience preferred
* Desktop programming skills (SQL/VBA) and expert Excel skills are a significant advantage in this role

What does an Investment Officer do at Legacy Heritage Partners

* asset allocation, portfolio construction, investment and manager selection, and performance reporting.
* Proven experience directly selecting managers (equity, fixed income, real estate, alternatives, commodities, distressed securities, liquid and illiquid investments).
* We seek a candidate with the following background: you should be the primary or assistant asset manager or financial consultant for an endowment, foundation, insurance company, pension fund or family office.
* This is not a position for a portfolio manager at a hedge fund or someone who is selecting individual securities.
* MBA or CFA (major in finance) preferred.
* Please e-mail, on a strictly confidential basis, your resume with cover letter and salary history to T Jobs
* Category: Finance, Keywords: Investment

What does an Investment Officer do at Bill and Melinda Gates Foundation

* Source investment opportunities, develop rapport with internal and external stakeholders, coordinate due-diligence, construct and negotiate term sheets, attend to legal documentation, close and exit Program
* Related Investments, with a particular focus on venture capital stage opportunities and innovative financial mechanisms
* Source potential investments through active outreach and relationship-building to the entrepreneurial community, strategic partners and academia
* Oversee deal teams in close collaboration with program officers, legal counsel (tax, intellectual property and corporate) and PRI colleagues
* Prepare and present business case analysis and risk evaluation for investments, including proposals to the Foundation’s Investment Committee
* Lead PRI transaction negotiations
* Manage portfolio investments through frequent interaction with company leadership (management, board, investors) and strategic partners; and represent the Foundation as an observer to the board, ensuring progress against programmatic and financial benchmarks
* Ensure high-quality interactions and provide clear and consistent communications with internal and external partners
* Proactively collaborate with internal colleagues to understand programmatic needs.
* Thoughtfully seek contacts with key external stakeholders within the biotech/pharmaceutical industries and venture community to find solutions to unmet programmatic needs
* Selectively represent and speak on behalf of the Foundation at relevant events and conferences
* Work independently to identify issues, formulate and design plans, and execute ideas for major global health impact.
* Qualifications
* Investment and finance experience at a top-tier venture capital, private equity or similar financial institution
* Scientific achievement (PhD preferred) in a field relevant to global health.
* A successful candidate will have the ability to work closely with the Foundation’s technical experts to review the potential of a company’s technologies to advance the Foundation’s charitable goals
* Expertise in complex negotiations involving financial transactions
* Work experience supporting highly-skilled and demanding client base with diverse backgrounds, assessment of ground-breaking, emerging strategic and financial issues in a complex and dynamic environment
* Demonstrated ability to build relationships that earn the respect and trust of others
* Intellectual quickness, curiosity, discipline, resourcefulness and resilience
* Ability to work with flexibility, efficiency, enthusiasm, and diplomacy both individually and as part of a team effort
* Demonstrated passion for the Foundation’s values with commitment to deliver results against the Foundation’s mission.
* As part of our standard hiring process for new employees, employment with the Bill and Melinda Gates Foundation will be contingent upon successful completion of a background check.
* Thank you for your interest in working at the Bill & Melinda Gates Foundation.
* It is the policy of The Bill & Melinda Gates Foundation to provide equal employment opportunities to all qualified persons without regard to race, creed, religion, sex, sexual orientation, age, national origin, physical or mental disabilities, marital status, veteran status, or any other status or characteristic protected under federal, state, or local law.
* If an applicant has a disability and needs assistance in using this Web site, completing a profile, or applying for a position, please notify us at and we will make appropriate arrangements.
* We are an equal opportunity employer.
* Guided by the belief that all lives have equal value, the Bill and Melinda Gates foundation pride ourselves in being ‘impatient optimists’ whose purpose is to work to reduce inequity.
* Our vision is to ensure a world where every person has the opportunity to live a healthy, productive life.
* We have four missions to:
* Ensure more children and young people survive and thrive;
* Empower the poorest, especially women and girls, to transform their lives;
* Combat infectious diseases that particularly affect the poorest; and
* Inspire people to take action to change the world.
* Key to enabling these missions is our commitment to science and innovation, collaboration and partnership, measurement and rigor, as well as optimism and risk taking.
* Based in Seattle, the foundation has a worldwide staff of 1,500 people and is led by CEO Sue Desmond
* Hellmann and co-chair William H.
* Gates Sr., under the direction of Bill and Melinda Gates and Warren Buffett.
* We have offices in the United States, Europe, India, China and Africa

What does an Investment Officer do at First Tennessee Bank

Business Development

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how to become an Investment Officer

Financial managers typically have a bachelor’s degree and 5 years or more of experience in another business or financial occupation, such as an accountant, securities sales agent, or financial analyst.


A bachelor's degree in finance, accounting, economics, or business administration is often the minimum education needed for financial managers. However, many employers now seek candidates with a master’s degree, preferably in business administration, finance, or economics. These academic programs help students develop analytical skills and learn financial analysis methods and software.

Licenses, Certifications, and Registrations

Professional certification is not required, but some financial managers still get it to demonstrate a level of competence. The CFA Institute confers the Chartered Financial Analyst (CFA) certification to investment professionals who have at least a bachelor’s degree, 4 years of work experience, and pass three exams. The Association for Financial Professionals confers the Certified Treasury Professional credential to those who pass an exam and have a minimum of 2 years of relevant experience.

Work Experience in a Related Occupation

Financial managers usually have experience in another business or financial occupation. For example, they may have worked as a loan officer, accountant, securities sales agent, or financial analyst. 

In some cases, companies provide formal management training programs to help prepare highly motivated and skilled financial workers to become financial managers.

Important Qualities

Analytical skills. Financial managers increasingly are assisting executives in making decisions that affect their organization, a task which requires analytical ability.

Communication skills. Excellent communication skills are essential because financial managers must explain and justify complex financial transactions.

Detail oriented. In preparing and analyzing reports such as balance sheets and income statements, financial managers must be precise and attentive to their work in order to avoid errors.

Math skills. Financial managers must be skilled in math, including algebra. An understanding of international finance and complex financial documents also is important.

Organizational skills. Financial managers deal with a range of information and documents and so they must stay organized to do their jobs effectively.

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Possible Investment Officer Career Paths

Assistant Vice President

Investment Officer Videos

What Tomorrow Will Bring: Challenges and opportunities that lie ahead / The Buttonwood Gathering

Career Advice on becoming a Management Accountant by Matthew R (Full Version)

Davos Open Forum 2007 - CEO Salaries: How High Will They Go?

Real Investment Officer Salaries

Get paid what you deserve

Job Title Company Location Start Date Salary
Chief Investment Officer Progeny 3, Inc. Seattle, WA Dec 09, 2012 $530,000
Chief Investment Officer HFZ Capital Management (USA) LP New York, NY Mar 02, 2016 $376,025
Chief Investment Officer Vivopower USA LLC Mill Valley, CA Jan 11, 2016 $360,000
Chief Investment Officer Kemnay Advisory Services LLC New York, NY Nov 07, 2011 $350,000 -
Global Chief Investment Officer Frank Russell Company Seattle, WA Jan 03, 2011 $340,000
Associate Chief Investment Officer University of California, Los Angeles Oakland, CA May 24, 2016 $325,000
Global Chief Investment Officer Frank Russell Company Seattle, WA Nov 26, 2012 $300,000 -
Chief Investment Officer Bayshore Global Management LLC Los Altos, CA Oct 01, 2012 $250,000 -
Chief Investment Officer Hap Investments, LLC New York, NY Nov 19, 2015 $240,000
Managing Director and Chief Investment Officer Prudential Financial Miami, FL Oct 01, 2012 $230,464 -

Top Skills for a Investment Officer

Know what it takes to get the job done


Top Investment Officer Skills

The three most common skills for investment officer jobs are:
  1. Asset Allocation
  2. Portfolio Management
  3. Financial Services

Oversight is the least sought after skill at the current time for investment officer jobs.

Asset Management, Private Equity Investments, CIO, Investment Management, Oversight, Portfolio Management, Income Securities, Investment Committee, Investment Process, Asset Classes, Client Relationships, Business Development, Investment Strategies, Financial Services, Real Estate, Investment Portfolio, DUE Diligence, AUM, Asset Allocation, P

Top Investment Officer Employers

Find the best employers to advance your career

Top 10 Investment Officer Employers

At the current time, Investment Officer candidates have been hired at 10 firms around the country.

Other companies that have hired for Investment Officer positions are:
  1. Healthcare Services Group
  2. State Street Corporation
  3. The George Washington University
  4. Global Focus Communications

Calpers, Healthcare Services Group, State Street Corporation, The George Washington University, Global Focus Communications, Last Atlantis Capital Management, Parkstone Medical Information Systems, Heroes Investment Company Limited, Independence Trust Company, Interamerican University of Puerto Rico

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