Investment Officer Resume Samples

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Investment Officers handle investment matters in a company and provide support to finance directors. Common job duties seen on an Investment Officer resume sample are overseeing daily operations in the investment section, adhering to fund policies, covering treasury management functions, and supervising taxation returns. Based on our collection of resumes for Investment Officer, main job qualifications are investment expertise, attention to details, forecasting, good math skills, confidentiality, and problem solving. A Bachelor’s Degree in finance is usually required for this job.

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1

Chief Financial & Investment Officer

Organize, develop, implement, and direct the fiscal and monetary activities of a 800 unit diversified senior care organization. Partner with the CEO and Board in strategic planning, business plan development, mergers & acquisitions, and financial planning & analysis for an annual budget over $80 million. Responsible for the investment activities of $1.4BB endowment, including development and implementation of a strategic asset-allocation plan, ongoing risk management & analysis, investment recommendations, and oversight of outside asset managers. Manage and coordinate the investment, liquidity, and asset/liability management in order to optimize long term investment performance within the risk appetite of the endowment's investment policy statement. Monitor investment performance, including compliance and responsibility for any amendment or restructuring requirements. Execute coverage program of targeted alternative investment firms, investment and commercial banks, and other relevant deal sponsors.

  • Structured, negotiated and closed a $14 million acquisition of a 120 bed long term care nursing facility.
  • Developed and led the RFP process for the evaluation and selection of a new investment advisor. Restructured the management of a $1.4 billion endowment resulting in fee reductions of $5.5MM.
  • Re-engineered the procure to pay process and implemented web based software reducing annual supply spend by over $600 thousand while increasing transaction processing volume by over 50%
  • Restructured the finance department by implementing controller, finance operations, FP&A and controls functions.
Candidate Info
24
years in
workforce
3
years
at this job
BS
Management Information Systems
MBA
Finance And Accounting
2

Investment Officer

Worked in IFC's global retail activities for financial markets, which include investments in capital markets, distressed assets, insurance and housing finance.

  • Produced and implemented strategic investment, funding and capital markets solutions for financial services corporations with commercial and development objectives.
  • Assisted in performing portfolio reviews of committed microfinance transactions, met with clients to discuss their performance.
  • Committed Distressed Asset Recovery Plan (DARP) in Tunisia, and ensuring efficient operations.
  • Participated in setting up joint ventures with international investors in emerging markets.
Candidate Info
20
years in
workforce
2
years
at this job
BS
Accounting
MBA
Finance
World Bank Group
3

Investment Officer

  • Executed equity, as well as corporate, government and municipal trade orders for over 3,000 accounts, totaling $700 million
  • Completed trade rebalancing data and reconciled with the Trust Operations department
  • Wrote trade summaries for each buy/sell executed
Candidate Info
12
years in
workforce
1
year
at this job
C
Financial Planning
BA
Political Science
4

Investment Officer

Analyze transactions details (product, counterparty, pricing, authorization and transactions limits) to make sure it complies with applicable policies, procedures and internal control processes. Correct or cure any exceptions found.

  • Prepare proper documentation (OFAC screening and account verification) before approval for opening accounts funds to respective clients.
  • Manage wire transfers through MTS web application.
  • Process Jumbo non-brokered CD's through the PYSIS integrated system.
  • Prepare all required funding payment instructions using system reports. Reconcile system information with confirmations provided by third parties. Analyze and dispose of any discrepancies found.
Candidate Info
10
years in
workforce
2
years
at this job
5

Senior Investment Officer

Oversees the investment management process for [company name] with an emphasis on asset allocation and investment selection. Responsible for managing, reviewing and analyzing the risk-adjusted performance of investment portfolios relative to benchmarks. Conducts due diligence on investments, completes regulatory investment review requirements, prepares investment presentations, and assists the Wealth & Asset Management Committee (Board of Directors) with the evaluation and development of new strategies consistent with the firm's core investment strategy. Develops and delivers personalized investment solutions to help clients work toward their long-term financial goals. Provides comprehensive financial planning to include: retirement, estate, investment, and risk management.

  • Provide recommendations to the Investment Committee to modify approved investment list which is used to build investment portfolios throughout the organization.
  • Utilize MoneyGuidePro financial planning software to conduct a statistical analysis to show clients how different strategies might succeed and why certain recommendations can get them closer to their goals while keeping the focus on long term goals instead of reactive behavior.
  • Leverage Morningstar Advisor Workstation to conduct complimentary in-depth portfolio analysis for prospects to identify risk, diversification, and expenses of their existing portfolios compared to our investment offerings.
  • Created a new client meeting investment review presentation and recommended changes to existing client statements which were adopted throughout the organization.
  • Create marketing material which included writing a six page "Top 10 Questions to Ask Before Working With a Financial Advisor" paper and several radio spots which aired on 610 WTVN throughout 2016.
Candidate Info
22
years in
workforce
2
years
at this job
BS
Accounting
MBA
New Ventures & Entrepreneurial Studies
6

Chief Investment Officer

  • Analyzed companies within the financial sector thoroughly for possible allocation of society money.
  • Perceptively analyzed 5-7 publicly traded securities per week and discerning value for potential investment.
  • Supportively managed 5 sectors in a supervisory capacity to increase sector efficiency.
  • Presented 2-3 concise investment ideas to society members weekly.
Candidate Info
9
years in
workforce
3
years
at this job
BS
Finance
7

Family Investment Officer

Outsourced chief investment officer role managing over $1.7 billion with average client investible assets of above $75 million.

  • Responsible for overseeing all aspects of the custom investment process for client families, including investment policy formation, strategic asset allocation, investment selection and performance monitoring.
  • Building data driven optimization models, performing qualitative due diligence and implementing strategies on all assets including - smart beta investing, liquid alternatives, thematic investing, impact investing, structure products, tax efficient investing, portfolio hedges, hedge funds, real estate, venture capital, and private equity.
  • Presenting to clients monthly and quarterly on global economic trends, short term volatility, multiple time horizon investing opportunities and portfolio performance.
  • Member of the Investment Strategy Steering, Portfolio Strategy, Manager Selection and Goal Based Planning Committees.
  • Attend and present at various industry conferences.
Candidate Info
25
years in
workforce
8
years
at this job
BA
Economics And Political Science
MBA
Finance
8

Consultant, Chief Investment Officer

  • Disruptive startup merges Investment Advising with apps and website, robo-investing
  • Created business/product plans including staffing, budget and cap table for [company name]
  • Created traditional and social media marketing calendars
  • Designed high-level product architecture and selected internal or hosted systems
  • Sought out funding for Angel Investing
  • Responsible for investments. Achieved number 1 portfolio in national investment contest
Candidate Info
38
years in
workforce
2
years
at this job
BS
Economics
9

Senior Investment Officer, All Fixed Income and Fund Management

  • Expanded management capability to new asset classes including preferred stocks, ETF's, funds and closed end products.
  • Conducted client information and portfolio proposals on wealth preservation, income and municipal bond investing strategies.
  • Authored write-ups on strategic and tactical investment topics for current and prospective clients.
Candidate Info
44
years in
workforce
1
year
at this job
BS
Finance
10

Chief Investment Officer

  • Co-founded a real estate investment platform with a focus on acquiring and operating existing multifamily buildings and drastically reducing fuel, electric and water costs to improve NOI and value.
  • Co-sponsored and structured a private lending platform to lend opportunistically to developers in need of short term financing.
  • In charge of building and maintaining all of the company's proprietary valuation models.
  • Spearheads the sourcing, underwriting, due diligence and structuring of debt and equity investment opportunities throughout the North-East and the Mid-West, with a target value range of $7-$100MM.
Candidate Info
10
years in
workforce
2
years
at this job
BBA
Economics
MPA
Finance

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