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Investment officer vs finance manager

The differences between investment officers and finance 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 a finance manager. Additionally, an investment officer has an average salary of $126,952, which is higher than the $101,374 average annual salary of a finance manager.

The top three skills for an investment officer include portfolio management, asset allocation and risk management. The most important skills for a finance manager are financial analysis, CPA, and customer service.

Investment officer vs finance manager overview

Investment OfficerFinance Manager
Yearly salary$126,952$101,374
Hourly rate$61.03$48.74
Growth rate17%17%
Number of jobs63,096125,345
Job satisfaction-5
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 a finance manager do?

A finance manager is responsible for monitoring the financial system of a company. Their tasks include handling their organization's financial status, generating cost estimates and budget goals, identifying business opportunities to increase revenues and profitability, improving financial strategies, reducing costs, analyzing account statements, processing invoice as needed, analyzing market trends, searching potential partnerships, and presenting reports. A finance manager must have excellent analytical skills and knowledge of the accounting and financial industry. They are responsible for providing the best recommendations for the organization's growth.

Investment officer vs finance manager salary

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

Investment OfficerFinance Manager
Average salary$126,952$101,374
Salary rangeBetween $69,000 And $232,000Between $71,000 And $144,000
Highest paying CityAlbany, NYNew York, NY
Highest paying stateConnecticutNew York
Best paying companyMatthews InternationalBarclays
Best paying industryFinanceFinance

Differences between investment officer and finance manager education

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

Investment OfficerFinance Manager
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 66%
Most common majorFinanceBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Investment officer vs finance manager demographics

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

Investment OfficerFinance Manager
Average age4646
Gender ratioMale, 76.7% Female, 23.3%Male, 60.0% Female, 40.0%
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, 7.6% Unknown, 4.1% Hispanic or Latino, 14.6% Asian, 10.2% White, 63.2% American Indian and Alaska Native, 0.3%
LGBT Percentage11%11%

Differences between investment officer and finance 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.

Finance manager example responsibilities.

  • Manage the preparation of monthly reporting packs and board presentations with robust variance analysis, commentaries and forward looking KPIs.
  • Manage a team of sales persons, business managers, sales manager, A/R, A/P, and general managers.
  • Lead successful sales team and provide direct oversight on overall dealership business profitability.
  • Manage accounts payable/receivable, deposits, payroll preparation, purchasing and inventory management, liaison to accountant.
  • Oversee financial analysis, financial audits, G/L, A/R, A/P and fixed-asset accounting in accordance with GAAP standards.
  • Execute simple SQL queries to validate data in tables.
  • Show more

Investment officer vs finance manager skills

Common investment officer skills
  • Portfolio Management, 7%
  • Asset Allocation, 5%
  • Risk Management, 5%
  • Due Diligence, 5%
  • Financial Analysis, 5%
  • Oversight, 4%
Common finance manager skills
  • Financial Analysis, 7%
  • CPA, 7%
  • Customer Service, 6%
  • Hyperion, 4%
  • Financial Models, 4%
  • Strong Analytical, 4%

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