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Investment officer vs portfolio manager

The differences between investment officers and portfolio 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 portfolio manager. Additionally, an investment officer has an average salary of $126,952, which is higher than the $114,671 average annual salary of a portfolio manager.

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

Investment officer vs portfolio manager overview

Investment OfficerPortfolio Manager
Yearly salary$126,952$114,671
Hourly rate$61.03$55.13
Growth rate17%17%
Number of jobs63,09643,192
Job satisfaction--
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 71%
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 portfolio manager do?

A portfolio manager is responsible for managing the clients' investment portfolios to advise them of the best investment plans to achieve their financial goals and objectives. Portfolio managers determine the most suitable options by evaluating the clients' credit score and risk potential and the client's financial background. A portfolio manager should be highly knowledgeable and updated with the recent financial industry changes to decide on investment plans with maximum returns.

Investment officer vs portfolio manager salary

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

Investment OfficerPortfolio Manager
Average salary$126,952$114,671
Salary rangeBetween $69,000 And $232,000Between $66,000 And $198,000
Highest paying CityAlbany, NYStamford, CT
Highest paying stateConnecticutConnecticut
Best paying companyMatthews InternationalThe Citadel
Best paying industryFinanceFinance

Differences between investment officer and portfolio manager education

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

Investment OfficerPortfolio Manager
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 71%
Most common majorFinanceBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Investment officer vs portfolio manager demographics

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

Investment OfficerPortfolio Manager
Average age4646
Gender ratioMale, 76.7% Female, 23.3%Male, 66.6% Female, 33.4%
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, 7.5% Unknown, 4.1% Hispanic or Latino, 14.4% Asian, 10.1% White, 63.6% American Indian and Alaska Native, 0.3%
LGBT Percentage11%11%

Differences between investment officer and portfolio 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.

Portfolio manager example responsibilities.

  • Manage ongoing existing client needs and assist in credit structuring at loan origination.
  • Manage over $900M in U.S. Equities and fixed-income; are simultaneously responsible for monitoring over $1.4b in global assets
  • Manage governance, engage stakeholders and communicate budget impact to senior management.
  • Conduct post-promotion analysis and manage financial reporting to ensure favorable ROI for clients.
  • Create PowerPoint presentation books for clients.
  • Facilitate internal, external, GAAP audits.
  • Show more

Investment officer vs portfolio manager skills

Common investment officer skills
  • Portfolio Management, 7%
  • Asset Allocation, 5%
  • Risk Management, 5%
  • Due Diligence, 5%
  • Financial Analysis, 5%
  • Oversight, 4%
Common portfolio manager skills
  • Portfolio Management, 10%
  • Customer Service, 9%
  • Risk Management, 5%
  • Project Management, 5%
  • Financial Statements, 5%
  • Real Estate, 5%

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