Sample Job Description for Investment Officer

These sample job description templates for the position of Investment Officer will help you in preparing a real JD for this opening in your organization.

Sample Job Description 1:

Job Title: Investment Officer

Location of the Job: Bronx, NY 10458

Years of Experience: 1 to 3 Years

Job Type: Full Time Employee

Education Level: Bachelor’s degree

Job Summary:

Fordham is currently seeking a Chief Investment Officer who will provide leadership, guidance and oversight for the investment activities of Fordham University’s Endowment.

Duties and Responsibilities:

  • This job is at the senior level of a career path
  • Provide mentoring for Investment Officer Levels I and II.
  • Analyze client financial and asset status and determine investment objectives to achieve client goals. Develop and implement investment and asset allocation program according to these objectives and Webster Trust Company investment policy guidelines.
  • Provide sales and marketing support. Develop presentations and provide investment strategy. Assist sales team with the most sophisticated prospects.
  • Conduct ongoing research in assigned segment or industry. Advise colleagues with the results of that research, and make recommendations on investment policy and asset allocation formulation.
  • Perform periodic account reviews of investments to ensure alignment with client goals and objectives. Coordinate all client communication involving investment strategy, portfolio decisions, and investment performance.
  • Produce superior investment performance results by constructing and implementing investment and asset allocation strategies developed by the Investment Policy Committee.

Position Requirements:

  • Must demonstrate a commitment to excellent client service.
  • Must demonstrate the ability to work independently to prioritize work flow based upon client need and regulatory requirements.
  • Must demonstrate excellent written and oral communication skills when interacting with clients, colleagues, and business unit partners.

Salary: $12.00 – $15.00 Hourly DOE

Sample Job Description 2:

Company: _____________________

Job Title: Investment Officer

Location of the Job: Santa Fe, NM 87501

Job Type: Full Time Employee

Job Description:

Unum is a company of people serving people. As one of the world’s leading employee benefits providers and a Fortune 500 company, Unum helps protect more than 25 million working people and their families in the event of illness or injury.

Position Requirements:

  • Masters’ degree in business, finance or equivalent education or experience.​
  • Extensive background in analyzing and researching individual securities, mutual funds, alternative investments, annuities, etc.​
  • Extensive knowledge of products and services, such as investment strategies, industry trends, current events, financial planning strategies and security custody.​
  • Experience in managing a sizable portfolio of client accounts.​ Including a thorough understanding of investment management and fiduciary concepts.​
  • Through understanding of fee structures and required account documentation.​

Duties and Responsibilities:

  • Monitor and make recommendations regarding exposures to respective industries
  • Effectively communicate with and critically analyze comments of CEO’s, CFO’s and Investor Relations Officers at large national and international Corporations
  • Make investment recommendations on the purchase or sale of corporate bonds to the head of research and various portfolio managers
  • Formally assign and rate investment grade and high yield credits and industries bi-annually
  • Actively monitor the existing bond portfolio working closely with Head of Research and various portfolio managers
  • Maintain and develop research contacts and resources with a variety of street, and rating agency analysts
  • Perform month-end pricing in conjunction with Investment Accounting
  • Perform quarterly portfolio reviews and prepare written research reports on assigned issuers or industries

Salary: 12,000.00 – 15,000.00 USD /year

Contact Information:

[Contact Person]

Phone: ______________________

Fax: ________________________

E-mail: ______________________