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Investment officer vs assistant branch manager

The differences between investment officers and assistant branch managers can be seen in a few details. Each job has different responsibilities and duties. It typically takes 6-8 years to become both an investment officer and an assistant branch manager. Additionally, an investment officer has an average salary of $126,952, which is higher than the $49,913 average annual salary of an assistant branch manager.

The top three skills for an investment officer include portfolio management, asset allocation and risk management. The most important skills for an assistant branch manager are quality customer service, branch management, and excellent organizational.

Investment officer vs assistant branch manager overview

Investment OfficerAssistant Branch Manager
Yearly salary$126,952$49,913
Hourly rate$61.03$24.00
Growth rate17%17%
Number of jobs63,09637,800
Job satisfaction--
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 66%
Average age4646
Years of experience88

What does an investment officer do?

Investment officers determine possible opportunities for businesses and investments that can promote the interest of a company. They are usually responsible for managing and marketing different financial programs, handling money transactions, and providing partnership with clients. Also, they manage the financial investment and approval process. This position typically requires a master's degree in business administration.

What does an assistant branch manager do?

An assistant branch manager's primary responsibility is to oversee the daily operations in their designated area, ensuring that everything is running smoothly from the workflow to the workforce. Although the tasks will vary depending on the organization or industry where one is involved, most of it will revolve around evaluating and monitoring employees' progress. Additional duties include responding to calls and inquiries, managing work schedules, and making sure that customers are satisfied with all services and transactions. Moreover, an assistant branch manager must also prioritize meeting the sales targets and staying within the allotted budget and deadlines.

Investment officer vs assistant branch manager salary

Investment officers and assistant branch managers have different pay scales, as shown below.

Investment OfficerAssistant Branch Manager
Average salary$126,952$49,913
Salary rangeBetween $69,000 And $232,000Between $35,000 And $70,000
Highest paying CityAlbany, NYSan Francisco, CA
Highest paying stateConnecticutNew Jersey
Best paying companyMatthews InternationalCentennial Bank
Best paying industryFinanceTransportation

Differences between investment officer and assistant branch manager education

There are a few differences between an investment officer and an assistant branch manager in terms of educational background:

Investment OfficerAssistant Branch Manager
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 66%
Most common majorFinanceBusiness
Most common collegeUniversity of PennsylvaniaStanford University

Investment officer vs assistant branch manager demographics

Here are the differences between investment officers' and assistant branch managers' demographics:

Investment OfficerAssistant Branch Manager
Average age4646
Gender ratioMale, 76.7% Female, 23.3%Male, 45.3% Female, 54.7%
Race ratioBlack or African American, 7.5% Unknown, 4.1% Hispanic or Latino, 14.4% Asian, 10.1% White, 63.4% American Indian and Alaska Native, 0.3%Black or African American, 7.8% Unknown, 4.1% Hispanic or Latino, 15.1% Asian, 8.4% White, 64.3% American Indian and Alaska Native, 0.3%
LGBT Percentage11%11%

Differences between investment officer and assistant branch manager duties and responsibilities

Investment officer example responsibilities.

  • Generate reporting data from Salesforce platform to facilitate growth and manage firm operations.
  • Provide investment consulting regarding various securities and investment programs for clients and insurance advisory services.
  • Develop algorithmic trading systems with returns exceeding most popular benchmarks by applying quantitative methods to price action in various securities markets.
  • Adjust sector exposure to express personal macro views, selecting single stocks within sector base on fundamental analysis and technical indicators.
  • Analyze prospect portfolios using software such as Bloomberg and Morningstar and discuss compositional shortfalls.

Assistant branch manager example responsibilities.

  • Manage the treasury internal control, internal audit, and external audit quarterly reviews.
  • Manage LTO's, review and approve all credits and assist with collections and A/R.
  • Manage the daily production operations and quality control; ensure that processes are in compliance with OSHA and company standards.
  • Negotiate service agreements for managing refrigeration and HVAC costs and prepare quoted work estimates.
  • Maintain existing customer relationships and develop new contacts through networking, cross-selling opportunities, and referrals.
  • Construct and maintain reporting system to assure HCS, HACCP, JACHO, and OSHA standard where maintain.
  • Show more

Investment officer vs assistant branch manager skills

Common investment officer skills
  • Portfolio Management, 7%
  • Asset Allocation, 5%
  • Risk Management, 5%
  • Due Diligence, 5%
  • Financial Analysis, 5%
  • Oversight, 4%
Common assistant branch manager skills
  • Quality Customer Service, 8%
  • Branch Management, 7%
  • Excellent Organizational, 6%
  • Loan Applications, 6%
  • Bank Products, 6%
  • Customer Satisfaction, 5%

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