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Become An Investment Officer In Houston, TX

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Working As An Investment Officer In Houston, TX

  • 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

  • $150,732

    Average Salary

What Does An Investment Officer Do At Invesco

* Source investment opportunities within a given region of the country.
* Develop strong and beneficial relationships with owners of institutional-grade real estate and the brokerage community.
* Help facilitate underwriting due diligence and closing for prospective acquisition investments.
* Present investment opportunities to the IRE investment committee.
* Also serve as part of investment committee process for acquisitions under consideration in other markets.
* Contribute to the formulation of INVESCO’s geographic and product market strategies through verification of general market data (“top down theory”) or by providing market specific information in cities not generally covered (“bottom up theory

What Does An Investment Officer Do At Jpmorgan Chase

* Initiate and execute applied research projects in portfolio risk management, investment risk, econometrics and other related topics.
* Perform quantitative analysis of Investment Solutions portfolios on matters of importance to Investment Risk Management.
* Engage in regular dialogue with investment teams; provide an informed, research-based and data-driven challenge to various business teams including portfolio managers and due diligence teams.
* Investment risk management coverage for Investment Solutions portfolios across all asset classes and investment strategies.
* Participate in regular reviews of investments solutions portfolios with the relevant portfolio management teams.
* Assess risks in investment portfolios in response to market events, emergent risks or portfolio performance.
* Present research and analysis results and lead discussions at various forums and committees both within Risk Management and to the business teams.
* Mentor and manage junior colleagues.
* M.S. or Ph.D. in a quantitative discipline is required
* Education in finance, financial engineering or economics is preferred
* Certifications such as CFA or FRM are a plus

What Does An Investment Officer Do At Dai

* _
* Intervention Design and Implementation
* Supports the effective project planning, implementation, monitoring and reporting of progress and outputs against the plan for their interventions.
* Supports overseeing and maintaining the quarterly, annual and full project plan in timely manner to meet quarterly reporting and planning requirements.
* Supporting and overseeing Field Officers performance using the project plan to ensure implementation is undertaken in accordance with the plan and any avoidable deviations are minimised.
* Supporting and contributing to the early stages of intervention design to ensure they comply with programme and intervention mandates.
* Supports defining or reassessing sectors that are of chief importance to develop the markets for the poor in the select sector.
* Related to the select sectors, supports identifying and analysing the enterprise and investment opportunities, supporting functions, and assessing key constraints.
* Supports identifying appropriate intervention areas and develop potential project interventions in close collaboration with external partners / stakeholders in the market.
* Supports project interventions to conform with set principles and have the potential to have sustainable impact at scale for the targeted beneficiaries (potential migrant) and have the potential for up-scaling within the sector to have indirect outreach to a wider group of poor within the sector.
* Supporting other intervention managers and project staff to think strategically about the scaling-up potential across the programme.
* Supporting the development and updating of a detailed monthly intervention work programme of intervention tasks and activities.
* Supports identifying outputs and outcomes in line with planned activities and logframe indicators as agreed with the MRM lead, ESIM and Team leader.
* Supports monthly monitoring and reporting of intervention performance against these outputs, outcomes and indicators.
* Supports updating of intervention records, data and files and ensure they are accessible for review as needed by the team.
* Contributing as appropriate and as agreed to the development of intervention tools and the capacity building of key stakeholders in the sectors.
* Identifying the need for external advisory support, along with the SIM, and ESIM.
* Supports drafting terms of references for consultants and identify potential candidates..
* Supports facilitating collaboration across interventions as appropriate to ensure value for money of the project.
* Collaboration and Coordination with Cross
* Cutting Functions
* Supports SIM to engage cross-cutting area managers on intervention strategies and workplans
* Supports SIM to identify and communicate required areas of input and support in both intervention design and implementation.
* Supports SIM to identify and leverage synergies between cross-cutting functions and enterprise and investment activities
* Strategic Leadership
* Supports SIM to liaise with key programme stakeholders and participate in multi-stakeholder platforms on programme’s strategic approach, achievements, and lessons.
* People Management
* Supports field officers in ensuring quality programme delivery (technical and financial) through mentoring and providing constructive feedback on areas of strength as well as required improvement.
* Supports SIM to identify and proactively resolve conflict between Edo State team, field officers as well as cross-cutting function members.
* Key Performance Indicators_
* Undertake tasks provided in agreed deliverables as planned and agreed with the SIM, ESIM, Deputy Team Leader or Team leader to time and budget;
* Take responsibility when requested for periodic activities and ensure these are completed in a regular and effective manner
* Helpful and positive attitude

What Does An Investment Officer Do At MUFG Union Bank

* EQ2 Loan Investment Program 55 % The CRA Investments manager will work directly with credit underwriting in managing communications or negotiations between the bank and potential clients regarding equity equivalent investments (EQ2); facilitate underwriting the issuance of securities to provide capital for client growth; negotiate and structure the terms of investment loans.
* Advise clients on aspects of capitalization, such as amounts, sources, or timing.
* Analyze financial or operational performance of companies Arrange deals and financing of deals Implement EQ 2 loan and investment strategy; develop as appropriate collateral and application materials Conduct and coordinate initial due diligence meetings or conference calls with representatives from the potential investment.
* Pre-screen for acceptability based on CRA investment criteria Coordinate with UB Equities counterpart for appropriate Due Diligence Questionnaire template and tailor the questionnaire to the investment Analysis & Support 25% Perform periodic quantitative analysis of CRA investment portfolio as designated Review audits and financial statements to assess investment quality and risk Submit, update and manage BASEL II reporting of CRA investment portfolio Research and resolve errors in data from financial reporting systems to protect investment quality Work closely with senior investment professionals and the Investment Committee to originate, execute and manage equity investments across multiple sectors Responsible for deal evaluation and execution, working on all aspects of the equity investment process Develop and present internal memoranda and investment proposals Complete site inspections and meetings with partners to ensure program compliance and asset quality Prepare and support CRA investment committee (CRAIC) meetings Apprises supervisor, compliance and credit administration and other appropriate parties of ongoing asset quality performance Strategic 20% Under manager guidance, support the development and implementation of CRA investment products and programs Support underwriting activities associated with Loans, Lines and Equity Equivalent Loans to CDFI’s, CDC’s and like entities Review operating agreements, other legal documents, and financial statements relating to equity investments in order to sustain growth and profitability of the unit Coordinate with UB Equities and perform qualitative analysis of the potential investment (impact on the Bank, cross-sell, other Bank relationships)
* Qualifications Typically requires a minimum of 3 years in legal/banking regulatory and/or CRA and small business - consumer lending experience and a minimum of 5 experience as a technical systems manager or coordinator, or equivalent, with related experience in regulatory compliance, community reinvestment, or related experience in mortgage banking, consumer lending, underwriting, corporate banking, or other related area of banking.
* Four year degree and advanced degree preferred.
* Strong proficiency in Microsoft Excel, PowerPoint and Access, proficient in other Microsoft Office suite applications.
* Strong understanding and experience with database technology Ability to analyze and communicate a complex regulation to the line personnel Superior relationship-building, communication and presentation skills; attention to details Thorough knowledge of CDFI, CDC, SBIC required Knowledge of LIHTC, RTC and/or NMTC preferred
* Job: _Administration_
* Title: _CRA Investments Officer_
* Location: _CALIFORNIA
* Irvine_
* Requisition ID

What Does An Investment Officer Do At John Hancock

* Review, analyze and provide recommendations regarding underwriting assumptions and risk analysis on loan origination submissions.
* Conduct annual loan reviews of the existing portfolio with an eye toward identifying potential risk and mitigating factors.
* Conduct market and portfolio analysis for specific deals or range of portfolio needs.
* Review, analyze, provide guidance and recommendations on a wide array of issues which may affect the loan and potential risks after a loan has funded

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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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Investment Officer jobs

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Investment Officer Career Paths

Investment Officer
Assistant Vice President Vice President Chief Finance Officer
Chief Finance And Operating Officer
14 Yearsyrs
Chief Executive Officer Property Manager Accountant
Corporate Controller
12 Yearsyrs
Vice President President Executive Vice President
Credit Officer
5 Yearsyrs
Development Director Sales Consultant Finance Manager
Division Controller
9 Yearsyrs
Chief Executive Officer Specialist Finance Analyst
Finance Planning Manager
8 Yearsyrs
Assistant Treasurer Assistant Vice President Controller
Finance Vice President
9 Yearsyrs
Investment Advisor Assistant Vice President
Manager, Assistant Vice President
7 Yearsyrs
Assistant Vice President Human Resources Coordinator Senior Manager
Managing Director
11 Yearsyrs
Managing Director Chief Executive Officer Property Manager
Portfolio Manager
7 Yearsyrs
Investments Manager Senior Manager Controller
Regional Controller
10 Yearsyrs
Investment Advisor Branch Manager General Manager
Regional Vice President
11 Yearsyrs
Assistant Treasurer Controller Finance Director
Senior Director Of Finance
14 Yearsyrs
Vice President Finance Consultant Relationship Manager
Senior Relationship Manager
10 Yearsyrs
Business Developer Business Development Manager Director Of Sales
Senior Vice President, Sales
14 Yearsyrs
Vice President And Manager Senior Consultant Operations Director
Senior Vice President-Operations
13 Yearsyrs
Investments Manager Portfolio Manager Assistant Vice President
Vice President & Sales Manager
9 Yearsyrs
Managing Director Senior Director Vice President
Vice President And Manager
10 Yearsyrs
Vice President And Manager Finance Advisor Assistant Vice President
Vice President Operation Manager
9 Yearsyrs
Business Developer Vice President, Business Development Vice President And Manager
Vice President, Product Manager
9 Yearsyrs
Development Director Business Developer Director Of Strategy
Vice President, Strategy
13 Yearsyrs
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Investment Officer Demographics


  • Male

  • Female

  • Unknown



  • White

  • Asian

  • Hispanic or Latino

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • Mandarin

  • Chinese

  • Portuguese

  • Hindi

  • Italian

  • German

  • Marathi

  • Dari

  • Tamil

  • Japanese

  • Arabic

  • Swahili

  • Gujarati

  • Korean

  • Bosnian

  • Russian

  • Thai

  • Greek

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Investment Officer

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Investment Officer Education

Investment Officer

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Real Investment Officer Salaries

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 -
Chief Investment Officer Tola Capital Management LLC New York, NY Jan 13, 2016 $230,000
Chief Investment Officer Bank Hapoalim B.M. Aventura, FL Aug 06, 2015 $160,000 -
Chief Investment Officer and Mathematical Analyst Emerging Global Advisors, LLC New York, NY Oct 01, 2013 $155,000
Chief Investment Officer Panorama Partners, LLC New York, NY Nov 09, 2013 $150,000
Chief Investment Officer Southpeak Investment Management LLC Stamford, CT Apr 16, 2016 $150,000
Director, Investment Officer/A&Q, AIS UBS Alternative & Quantitative Investments LLC Stamford, CT Jun 15, 2013 $150,000 -
Chief Investment Officer Panorama Partners, LLC New York, NY Jun 25, 2015 $150,000
Chief Investment Officer (CIO) Pythhos Technology LLC NY Feb 01, 2014 $150,000
Chief Investment Officer Bronfman Assoicates III, LLC New York, NY Jul 10, 2014 $150,000
Investment Officer Pension Reserves Investment Management Board Boston, MA Feb 05, 2016 $98,000 -
Investment Officer III California Public Employees' Retirement System Sacramento, CA Sep 25, 2011 $94,000
Investment Officer CEI Capital Management, LLC Portland, ME Aug 01, 2011 $87,000
Investment Officer Coastal Enterprises, Inc. Portland, ME Jun 06, 2011 $87,000
Chief Investment Officer TM Real Estate Group, LLC Miami, FL Feb 02, 2014 $87,000
Director, Investment Officer/Global AM UBS Alternative & Quantitative Investments LLC Stamford, CT Jun 14, 2012 $86,736 -
Investment Officer II California Public Employees' Retirement System Sacramento, CA Oct 22, 2012 $85,044
Investment Officer II California Public Employees' Retirement System Sacramento, CA Oct 22, 2013 $85,044

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Top Skills for An Investment Officer


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Top Investment Officer Skills

  1. Asset Allocation
  2. Investment Portfolio
  3. Financial Services
You can check out examples of real life uses of top skills on resumes here:
  • Redesigned asset allocation process and significantly enhanced due diligence methodologies.
  • Managed numerous trust, estate and individual investment portfolios.
  • Identified synergies between the financial services industry and the payroll processing industry and targeted a suitable partner.
  • Negotiated loans on U.S. equity and fixed income securities held in 41 institutional accounts with over $40 billion in assets.
  • Planned insurance and investment strategies for individuals, partnerships, and corporations.

Top Investment Officer Employers

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?