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Investment officer vs investment consultant

The differences between investment officers and investment consultants can be seen in a few details. Each job has different responsibilities and duties. While it typically takes 6-8 years to become an investment officer, becoming an investment consultant takes usually requires 2-4 years. Additionally, an investment officer has an average salary of $126,952, which is higher than the $109,300 average annual salary of an investment consultant.

The top three skills for an investment officer include portfolio management, asset allocation and risk management. The most important skills for an investment consultant are financial services, FINRA, and financial products.

Investment officer vs investment consultant overview

Investment OfficerInvestment Consultant
Yearly salary$126,952$109,300
Hourly rate$61.03$52.55
Growth rate17%15%
Number of jobs63,09648,111
Job satisfaction--
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 77%
Average age4645
Years of experience84

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 investment consultant do?

An investment consultant is an individual who gives investment products, planning, and/or advice to investors. Investment consultants formulate investment strategies to help clients fulfill their necessities and realize their financial objectives. They create internal research documents that outline real estate investment opportunities and private equity. It is also part of their job to review strategies of asset management that recognize estate and income tax needs.

Investment officer vs investment consultant salary

Investment officers and investment consultants have different pay scales, as shown below.

Investment OfficerInvestment Consultant
Average salary$126,952$109,300
Salary rangeBetween $69,000 And $232,000Between $60,000 And $196,000
Highest paying CityAlbany, NYNew York, NY
Highest paying stateConnecticutNew York
Best paying companyMatthews InternationalBailey & Glasser
Best paying industryFinanceFinance

Differences between investment officer and investment consultant education

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

Investment OfficerInvestment Consultant
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 77%
Most common majorFinanceBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Minnesota - Twin Cities

Investment officer vs investment consultant demographics

Here are the differences between investment officers' and investment consultants' demographics:

Investment OfficerInvestment Consultant
Average age4645
Gender ratioMale, 76.7% Female, 23.3%Male, 79.7% Female, 20.3%
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, 5.7% Unknown, 4.4% Hispanic or Latino, 9.5% Asian, 8.4% White, 71.9% American Indian and Alaska Native, 0.1%
LGBT Percentage11%5%

Differences between investment officer and investment consultant 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.

Investment consultant example responsibilities.

  • Manage $3MM private investment portfolio consisting of mid-cap/large-cap equities.
  • Research securities to determine value by analyzing financial statements, corporate filings and earnings reports
  • Preform timely and accurate securities operational support functions, trade processing, settlement reporting.
  • Adjust sector exposure to express personal macro views, selecting single stocks within sector base on fundamental analysis and technical indicators.
  • Advance knowledge of annuities and interest rates.
  • Team leader for license bank employees in the selling of tax-defer annuities.
  • Show more

Investment officer vs investment consultant skills

Common investment officer skills
  • Portfolio Management, 7%
  • Asset Allocation, 5%
  • Risk Management, 5%
  • Due Diligence, 5%
  • Financial Analysis, 5%
  • Oversight, 4%
Common investment consultant skills
  • Financial Services, 12%
  • FINRA, 8%
  • Financial Products, 7%
  • Client Relationships, 5%
  • Investment Products, 4%
  • Client Satisfaction, 4%

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