How to hire an investments manager

How to hire an investments manager, step by step

Here's a step-by-step investments manager hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write an investments manager job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new investments manager
• Step 8: Go through the hiring process checklist

What does an investments manager do?

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1. Identify your hiring needs

   The investments manager hiring process starts by determining what type of worker you actually need. Certain roles might require a full-time employee, whereas part-time workers or contractors can do others.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

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   Hiring the perfect investments manager also involves considering the ideal background you'd like them to have. Depending on what industry or field they have experience in, they'll bring different skills to the job. It's also important to consider what levels of seniority and education the job requires and what kind of salary such a candidate would likely demand.

   This list shows salaries for various types of investments managers.

   Type of Investments Manager	Description	Hourly rate
   Investments Manager	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.	$32-95
   Portfolio Manager	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... Show more	$31-95
   Reporting Manager	The duties of a reporting manager depend on one's line of work or industry of employment. Typically, they perform clerical tasks such as producing progress reports and presentations, maintaining accurate records and documentation, updating databases, managing schedules, and performing regular inspections and site visits... Show more	$38-66

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Private Equity
   • Due Diligence
   • Real Estate
   • Investor Relations
   • Financial Statements
   • Asset Management
   • Investment Management
   • Financial Performance
   • Investment Portfolios
   • Strong Analytical
   • Press Releases
   • Business Development
   • Risk Management
   • Financial Analysis

   Check all skills

   Responsibilities:

   • Prepare quarterly IR reports for the board of directors, manage annual shareholder meetings and the annual report development process.
   • Develop a highly skil treasury and financial management team to achieve establish objectives.
   • Deliver and fund loans sell to FNMA and FHLMC as well as assisted in the secondary contract pipeline management.
   • Organize investor events, such as analyst days and NASDAQ opening bell ceremonies.
   • Provide support for investor relations activities, including phone calls and maintaining relationships with NASDAQ and analysts.
   • Adhere to FHLMC and specific servicing guidelines and regulations for daily and monthly remittance reporting utilizing MIDANET software.

   More investments manager duties

3. Make a budget

   Including a salary range in your investments manager job description is a great way to entice the best and brightest candidates. An investments manager salary can vary based on several factors:

   • Location. For example, investments managers' average salary in nebraska is 46% less than in alaska.
   • Seniority. Entry-level investments managers earn 66% less than senior-level investments managers.
   • Certifications. An investments manager with a few certifications under their belt will likely demand a higher salary.
   • Company. Working for a prestigious company or an exciting start-up can make a huge difference in an investments manager's salary.

   Average investments manager salary

   $116,102yearly

   $55.82 hourly rate

   ---

   Entry-level investments manager salary

   $68,000 yearly salary

   Updated January 31, 2026

   Average investments manager salary by state

   Rank	State	Avg. salary	Hourly rate
   1	New York	$139,119	$67
   2	Maryland	$135,016	$65
   3	California	$127,152	$61
   4	Virginia	$125,477	$60
   5	Hawaii	$122,617	$59
   6	District of Columbia	$122,416	$59
   7	Connecticut	$121,638	$58
   8	Massachusetts	$121,180	$58
   9	Pennsylvania	$119,605	$58
   10	Michigan	$117,762	$57
   11	New Jersey	$115,037	$55
   12	Texas	$113,560	$55
   13	Nevada	$111,504	$54
   14	Arizona	$110,623	$53
   15	Illinois	$107,754	$52
   16	Washington	$103,812	$50
   17	North Carolina	$103,650	$50
   18	Georgia	$103,484	$50
   19	Minnesota	$102,096	$49
   20	Tennessee	$101,952	$49

   Average investments manager salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	Netflix	$193,326	$92.95	1
   2	Meta	$177,180	$85.18	81
   3	Pure Storage	$176,653	$84.93	3
   4	Talos Energy	$169,531	$81.51
   5	Remitly	$167,894	$80.72
   6	Venrock	$164,857	$79.26
   7	Victory Capital	$163,880	$78.79	1
   8	Moore	$163,844	$78.77
   9	Zendesk	$162,344	$78.05	2
   10	ZT Corporate	$161,200	$77.50
   11	Boston Consulting Group	$159,341	$76.61	1
   12	Royal Bank of Canada	$157,080	$75.52	28
   13	Northwestern Medicine	$156,694	$75.33
   14	Northern Trust	$155,632	$74.82	5
   15	Mortenson	$155,351	$74.69
   16	AvePoint	$154,822	$74.43
   17	Nabors Industries	$153,409	$73.75
   18	VF	$150,334	$72.28	1
   19	Goldman Sachs	$150,088	$72.16	8
   20	Franklin Templeton	$149,525	$71.89	11

4. Writing an investments manager job description

   A job description for an investments manager role includes a summary of the job's main responsibilities, required skills, and preferred background experience. Including a salary range can also go a long way in attracting more candidates to apply, and showing the first name of the hiring manager can also make applicants more comfortable. As an example, here's an investments manager job description:

   Investments manager job description example

   At HSBC, the health and well-being of our employees remains of utmost importance. Many of our roles are permitted to work from home (in states in which HSBC is licensed to operate) until further notice. Upon resumption of normal operations, this role may be performed at our San francisco, California office.
   
   Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share.
   
   The Investment Manager works with the HSBC Invests as one of the key pillars of HSBC's global innovation strategy within the HSBC Ventures team, focused, accelerating innovation at HSBC through minority equity investments in emerging companies relevant to Financial Services.
   Here's what you can expect as the US based Investment Manager:
   Support to senior investment professionals and ability to independently manage all aspects of the investment process (origination, due diligence, execution, etc.) with a primary focus on the origination and execution of investment opportunities. Support and ability to independently manage portfolio companies through the investment life cycle (valuations, internal connectivity, exit process, etc.) Support the team in achieving key strategic goals and managing of internal and external stakeholders as appropriate, including representing the team at internal and external events. Responsibility for consistent quality of valuation methodologies and due diligence of potential investments
   
   Requirements
   
   Employment eligibility to work with HSBC in the U.S. is required as the company will not pursue visa sponsorship for these positions.
   Broad and comprehensive understanding of concepts and principles within multiple disciplines, senior level knowledge with Venture Capital, Startup and technology industries Understanding of financial markets, key trend along with experience in research, analysis, financial modeling and company valuations. You'll have sound professional communication skills with professionalism to communicate effectively and confidently at all levels across the Group (including internal and external stakeholders, executive, industry leaders and within your own team and business). Have prior experience leading the investment execution process, including negotiation of terms, due diligence and approvals. Ability to work under pressure and prioritize work across multiple projects concurrently
   As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!
   
   All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

   Copy this example

   

5. Post your job

   To find the right investments manager for your business, consider trying out a few different recruiting strategies:

   • Consider internal talent. One of the most important sources of talent for any company is its existing workforce.
   • Ask for referrals. Reach out to friends, family members, and current employees and ask if they know or have worked with investments managers they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit investments managers who meet your education requirements.
   • Social media platforms. LinkedIn, Facebook and Twitter now have more than 3.5 billion users, and you can use social media to reach potential job candidates.

   Post your job online:

   • Post your investments manager job on Zippia to find and recruit investments manager candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   To successfully recruit investments managers, your first interview needs to engage with candidates to learn about their interest in the role and experience in the field. You can go into more detail about the company, the role, and the responsibilities during follow-up interviews.

   Remember to include a few questions that allow candidates to expand on their strengths in their own words. Asking about their unique skills might reveal things you'd miss otherwise. At this point, good candidates can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new investments manager

   Once you've found the investments manager candidate you'd like to hire, it's time to write an offer letter. This should include an explicit job offer that includes the salary and the details of any other perks. Qualified candidates might be looking at multiple positions, so your offer must be competitive if you like the candidate. Also, be prepared for a negotiation stage, as candidates may way want to tweak the details of your initial offer. Once you've settled on these details, you can draft a contract to formalize your agreement.

   It's equally important to follow up with applicants who don't get the job with an email letting them know that the position has been filled.

   After that, you can create an onboarding schedule for a new investments manager. Human Resources and the hiring manager should complete Employee Action Forms. Human Resources should also ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc., and that new employee files are created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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