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Become An Investment Officer

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Working As An Investment Officer

  • 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

  • $87,000

    Average Salary

What Does An Investment Officer Do

Financial managers are responsible for the financial health of an organization. They produce financial reports, direct investment activities, and develop strategies and plans for the long-term financial goals of their organization.

Duties

Financial managers typically do the following:

  • Prepare financial statements, business activity reports, and forecasts
  • Monitor financial details to ensure that legal requirements are met
  • Supervise employees who do financial reporting and budgeting
  • Review company financial reports and seek ways to reduce costs
  • Analyze market trends to maximize profits and find expansion opportunities
  • Help management make financial decisions

The role of the financial manager, particularly in business, is changing in response to technological advances that have substantially reduced the amount of time it takes to produce financial reports. Financial managers’ main responsibility used to be monitoring a company’s finances, but they now do more data analysis and advise senior managers on ways to maximize profits. They often work on teams, acting as business advisors to top executives.

Financial managers also do tasks that are specific to their organization or industry. For example, government financial managers must be experts on government appropriations and budgeting processes, and healthcare financial managers must know about topics in healthcare finance. Moreover, financial managers must be knowledgeable about special tax laws and regulations that affect their industry.

The following are examples of types of financial managers:

Chief financial officers (CFOs) are accountable for the accuracy of a company’s or organization’s financial reporting, especially among publicly traded companies. As head of a company’s entire financial department, they manage the lower level financial managers. They oversee the company’s financial goals, objectives, and budgets.

Controllers direct the preparation of financial reports that summarize and forecast the organization’s financial position, such as income statements, balance sheets, and analyses of future earnings or expenses. Controllers also are in charge of preparing special reports required by governmental agencies that regulate businesses. Often, controllers oversee the accounting, audit, and budget departments of their organization.

Treasurers and finance officers direct their organization’s budgets to meet its financial goals. They oversee the investment of funds and carry out strategies to raise capital (such as issuing stocks or bonds) to support the firm’s expansion. They also develop financial plans for mergers (two companies joining together) and acquisitions (one company buying another).

Credit managers oversee their firm’s credit business. They set credit-rating criteria, determine credit ceilings, and monitor the collections of past-due accounts.

Cash managers monitor and control the flow of cash that comes in and goes out of the company to meet the company’s business and investment needs. For example, they must project cash flow (amounts coming in and going out) to determine whether the company will have a shortage or surplus of cash. 

Risk managers control financial risk by using strategies to limit or offset the probability of a financial loss or a company’s exposure to financial uncertainty. Among the risks they try to limit are those that stem from currency or commodity price changes.

Insurance managers decide how best to limit a company’s losses by obtaining insurance against risks, such as the need to make disability payments for an employee who gets hurt on the job or the costs imposed by a lawsuit against the company.

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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.

Education

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 Career Paths

Investment Officer
Portfolio Manager Vice President Chief Finance Officer
Chief Finance And Operating Officer
14 Yearsyrs
Portfolio Manager Vice President Sales Vice President
Senior Vice President, Sales
14 Yearsyrs
Portfolio Manager Vice President
Group Vice President
9 Yearsyrs
Consultant Manager Property Manager
Senior Property Manager
8 Yearsyrs
Consultant Office Manager Property Manager
Regional Property Manager
8 Yearsyrs
Consultant Controller
Director Of Accounting & Finance
11 Yearsyrs
Senior Portfolio Manager Senior Vice President
Vice President And Portfolio Manager
10 Yearsyrs
Senior Portfolio Manager Assistant Vice President
Commercial Lending Vice President
11 Yearsyrs
Senior Portfolio Manager Assistant Vice President Finance Director
Finance Services Director
10 Yearsyrs
Senior Finance Analyst Finance Manager Controller
Director Of Operations And Finance
11 Yearsyrs
Senior Finance Analyst Manager Regional Sales Manager
Vice President & Sales Manager
9 Yearsyrs
Senior Finance Analyst Account Manager Relationship Manager
Senior Relationship Manager
9 Yearsyrs
Principal Director Senior Vice President
Director Of Managed Services
9 Yearsyrs
Principal Director Director Of Sales
Commercial Director
10 Yearsyrs
Principal Senior Vice President
Chief Risk Officer
9 Yearsyrs
Senior Portfolio Manager
10 Yearsyrs
Manager Sales Manager Branch Sales Manager
Finance Center Manager
6 Yearsyrs
Senior Associate Senior Accountant Plant Controller
Finance Leader
7 Yearsyrs
Senior Associate Senior Accountant Finance Controller
Investments Manager
6 Yearsyrs
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Help others decide if this is a good career for them

Average Length of Employment
Investment Officer 4.0 years
Investment Banker 3.3 years
Investment Advisor 3.3 years
Portfolio Manager 3.2 years
Investment Analyst 2.2 years
Top Careers Before Investment Officer
Associate 5.3%
Director 4.5%
Internship 3.8%
Manager 3.5%
Analyst 3.5%
Consultant 3.4%
Top Careers After Investment Officer
Consultant 7.9%
Director 5.7%
President 4.0%
Principal 3.9%
Owner 2.6%
Associate 2.6%

Do you work as an Investment Officer?

Average Yearly Salary
$87,000
Show Salaries
$48,000
Min 10%
$87,000
Median 50%
$87,000
Median 50%
$87,000
Median 50%
$87,000
Median 50%
$87,000
Median 50%
$87,000
Median 50%
$87,000
Median 50%
$159,000
Max 90%
Best Paying Company
New York
Highest Paying City
San Francisco, CA
Highest Paying State
New York
Avg Experience Level
4.0 years
How much does an Investment Officer make at top companies?
The national average salary for an Investment Officer in the United States is $87,975 per year or $42 per hour. Those in the bottom 10 percent make under $48,000 a year, and the top 10 percent make over $159,000.

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 -
$850,000
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 -
$345,100
Chief Investment Officer Bayshore Global Management LLC Los Altos, CA Oct 01, 2012 $250,000 -
$650,000
Chief Investment Officer Hap Investments, LLC New York, NY Nov 19, 2015 $240,000
Chief Investment Officer Tola Capital Management LLC New York, NY Jan 13, 2016 $230,000
Investor Relations Officer (U.K.) Karya Capital Management LP New York, NY Sep 23, 2015 $225,000
Chief Investment Officer Bank Hapoalim B.M. Aventura, FL Aug 06, 2015 $160,000 -
$180,000
Chief Investment Officer and Mathematical Analyst Emerging Global Advisors, LLC New York, NY Oct 01, 2013 $155,000
Chief Investment Officer Bronfman Assoicates III, LLC New York, NY Jul 10, 2014 $150,000
Chief Investment Officer (CIO) Pythhos Technology LLC NY Feb 01, 2014 $150,000
Director, Investment Officer/A&Q, AIS UBS Alternative & Quantitative Investments LLC Stamford, CT Jun 15, 2013 $150,000 -
$170,000
Chief Investment Officer Panorama Partners, LLC New York, NY Jun 25, 2015 $150,000
Chief Investment Officer Southpeak Investment Management LLC Stamford, CT Apr 16, 2016 $150,000
Chief Investment Officer Panorama Partners, LLC New York, NY Nov 09, 2013 $150,000
Investment Officer Pension Reserves Investment Management Board Boston, MA Feb 05, 2016 $98,000 -
$158,000
Investment Officer III California Public Employees' Retirement System Sacramento, CA Sep 25, 2011 $94,000
Chief Investment Officer TM Real Estate Group, LLC Miami, FL Feb 02, 2014 $87,000
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
Director, Investment Officer/Global AM UBS Alternative & Quantitative Investments LLC Stamford, CT Jun 14, 2012 $86,736 -
$150,000
Investment Officer II California Public Employees' Retirement System Sacramento, CA Oct 22, 2013 $85,044
Investment Officer II California Public Employees' Retirement System Sacramento, CA Oct 22, 2012 $85,044

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Top Skills for An Investment Officer

  1. Investment Strategies
  2. Portfolio Management
  3. Asset Allocation
You can check out examples of real life uses of top skills on resumes here:
  • Conducted manager searches and performed investment and operational due diligence for both traditional and alternative investment strategies.
  • Managed team of 25; helped design leadership program to improve team collaboration and effectiveness in portfolio management decision making.
  • Established top down strategic allocation and overhauled global investment process to focus on global asset allocation and top down thematic opportunities.
  • Normalized and Spread historical and projected financial statements, including in depth analyses of operational and leverage ratios.
  • Recommended tax efficient investments including private placement life insurance, tax managed equity programs, master limited partnerships and reinsurance.

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Top 10 Best States for Investment Officers

  1. New York
  2. Delaware
  3. District of Columbia
  4. North Carolina
  5. Maryland
  6. Connecticut
  7. Washington
  8. New Jersey
  9. Rhode Island
  10. Virginia
  • (209 jobs)
  • (21 jobs)
  • (32 jobs)
  • (71 jobs)
  • (97 jobs)
  • (33 jobs)
  • (68 jobs)
  • (56 jobs)
  • (14 jobs)
  • (43 jobs)

Investment Officer Demographics

Gender

Male

66.1%

Female

21.6%

Unknown

12.3%
Ethnicity

White

59.9%

Hispanic or Latino

13.8%

Black or African American

11.5%

Asian

10.3%

Unknown

4.6%
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Foreign Languages Spoken

Spanish

34.9%

French

9.6%

Mandarin

9.6%

Chinese

7.2%

Portuguese

6.0%

German

3.6%

Hindi

3.6%

Arabic

3.6%

Marathi

2.4%

Japanese

2.4%

Greek

2.4%

Cantonese

2.4%

Tamil

2.4%

Italian

2.4%

Swahili

1.2%

Polish

1.2%

Korean

1.2%

Dari

1.2%

Gujarati

1.2%

Thai

1.2%
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Investment Officer Education

Schools

University of Chicago

11.9%

Columbia University

10.3%

New York University

9.1%

University of Pennsylvania

6.3%

Harvard University

5.5%

George Washington University

5.1%

Northeastern University

4.7%

Fordham University

4.3%

DePaul University

4.3%

University of Delaware

4.3%

Northwestern University

4.0%

University of Denver

4.0%

University of Virginia

4.0%

Georgia State University

3.6%

Duke University

3.6%

Johns Hopkins University

3.6%

University of Wisconsin Extension

3.2%

University of California - Berkeley

2.8%

Georgetown University

2.8%

University of Southern California

2.8%
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Majors

Finance

36.6%

Business

27.4%

Economics

8.0%

Accounting

7.4%

Management

3.5%

Real Estate

2.1%

Marketing

2.0%

Political Science

1.8%

International Business

1.4%

Law

1.4%

Legal Research And Advanced Professional Studies

1.1%

International Relations

1.1%

English

1.0%

Business Economics

0.9%

Public Administration

0.9%

Psychology

0.8%

Public Relations

0.8%

Education

0.7%

Project Management

0.7%

Mathematics

0.7%
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Degrees

Masters

48.8%

Bachelors

34.2%

Other

8.6%

Doctorate

3.8%

Certificate

2.7%

Associate

0.9%

Diploma

0.9%

License

0.2%
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