investment officer

Institute of Applied Experience (IAExperience)

About the Role We are seeking a highly motivated and analytical Investment Officer to support the management and growth of a diversified private investment portfolio. The role involves monitoring existing investments, evaluating new opportunities, conducting financial analysis, and providing strategic recommendations to optimize returns and manage risk.This position offers a unique opportunity to work closely with a private investor across multiple sectors including private companies, equities, and real estate.Key Responsibilities<ul><li>Monitor and analyze the performance of existing investments across various sectors.</li><li>Prepare regular reports on portfolio performance, financial metrics, and risk exposure.</li><li>Conduct financial analysis and preliminary feasibility studies for potential investments.</li><li>Identify and research new investment opportunities and market trends.</li><li>Assist in structuring and evaluating investment deals and partnerships.</li><li>Coordinate with accountants, legal advisors, and external consultants regarding financial and investment matters.</li><li>Maintain organized records of investment documentation, agreements, and financial reports.</li><li>Provide strategic recommendations to improve portfolio performance and diversification.</li></ul>Qualifications<ul><li>Bachelor&rsquo;s degree in finance, Economics, Business Administration, Accounting, or a related field.</li><li>3&ndash;7 years of experience in investment analysis, financial analysis, corporate finance, or related roles.</li><li>Strong analytical and financial modeling skills.</li><li>Good understanding of financial markets, private investments, and real estate investments.</li><li>Proficiency in Microsoft Excel and financial analysis tools.</li><li>Strong communication and presentation skills.</li><li>High level of integrity and confidentiality.</li></ul>Preferred QualificationsMBA or professional certifications such as CFA, CPA, or similar credentials are an advantage.Key Skills<ul><li>Financial analysis</li><li>Investment evaluation</li><li>Market research</li><li>Strategic thinking</li><li>Attention to detail</li><li>Strong reporting skills</li></ul>Job Type: Full-timeApplication Question(s):<ul><li>What is your current notice period?</li><li>What is your salary expectation?</li></ul>Work Location: In person

Investment Officer

ahlibank

<div>
 
 
 SUMMARY OF ROLE
 
 
 
 
 The Investment Officer provides essential administrative, coordination, and analytical support for the Asset Management Division across all funds and discretionary mandates. The role assists with accurate and timely trade processing, reconciliations, NAV checks, client reporting, fund documentation, and coordination with internal departments such as Operations, Compliance, Risk, Treasury, Finance, IT, and Custodians. This position supports the smooth day-to-day functioning of the Asset Management business as the division scales across more funds and products. The officer ensures operational accuracy, strong controls, and efficient processes supporting the front-office investment team.
 
 
 
 
 Responsibilities Daily Investment Administration &amp; Processing
 
 
 
 
 &middot; Support accurate trade capture, settlement follow-up, corporate action processing, and reconciliation of portfolio cash and securities.
 
 
 
 &middot; Verify daily fund prices, NAV movements, and benchmark updates.
 
 
 
 &middot; Maintain error-free subscription, redemption, and dividend workflows for all funds.
 
 
 
 
 
 
 
 Portfolio Reporting &amp; Data Integrity
 
 
 
 
 &middot; Prepare daily/weekly/monthly reports as required for Fund Managers and management including valuations, performance, exposures, and risk metrics.
 
 
 
 &middot; Maintain accurate databases for holdings, price feeds, benchmarks, liquidity, ratings, and compliance limits.
 
 
 
 
 
 
 
 Coordination with Internal &amp; External Stakeholders
 
 
 
 
 &middot; Liaise with Custodians, Operations, Treasury, Risk, Compliance, Brokers, and Fund Administrators
 
 
 
 &middot; Support onboarding of new products, funds, custodians, brokers, and third-party investment managers.
 
 
 
 
 
 
 
 Compliance &amp; Risk Management
 
 
 
 
 &middot; Follow established regulatory, operational, internal control, and Shariah guidelines (for Islamic funds).
 
 
 
 &middot; Assist in identifying and escalating breaches, irregularities, or pricing anomalies.
 
 
 
 &middot; Maintain complete audit trails and documentation for all investment activities.
 
 
 
 
 
 Requirements
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Finance, Business, Economics, Accounting, or related field.
 
 </li>
 <li>
 3&ndash;5 years of relevant experience in investment operations, fund admin, portfolio support, or asset management.
 
 </li>
 <li>
 Exposure to investment products
 
 </li>
 <li>
 Basic understanding of operations workflows (subscriptions/redemptions, reconciliations, NAV checks, etc).
 
 </li>
 <li>
 Familiarity with regulatory frameworks (FSA, CBO, AAOIFI for Islamic funds).
 
 </li>
 <li>
 Proficiency in Excel, reporting tools, and financial systems. Bloomberg is a plus.
 
 
 
 
 
 </li>
 </ul>
</div>

Investment Officer – Asset Management

Peoples Security Bank & Trust Company

<div>Description:

General Responsibilities
The Investment Officer is responsible for delivering high quality investment guidance, portfolio management, and relationship support for trust, estate, and wealth solutions clients. This role combines analytical investment expertise with strong interpersonal skills to help clients achieve long term financial goals while meeting fiduciary standards. Candidates should bring at least three years of experience in investments, wealth management, or a related advisory function.
Essential Duties<ul><li>
Develop, implement, and monitor customized investment strategies for trust, agency, and high net worth client portfolios.</li><li>
Conduct ongoing portfolio reviews, asset allocation analysis, and performance reporting aligned with client objectives and risk tolerance.</li><li>
Participate in client meetings to explain investment philosophy, market outlook, and portfolio positioning in clear, accessible terms.</li><li>
Collaborate with trust officers, commercial and retail relationship managers, and estate planning professionals to support holistic client service.</li><li>
Perform security research and due diligence across equities, fixed income, mutual funds, ETFs, and alternative investments as appropriate.</li><li>
Prepare investment proposals, recommendations, and documentation consistent with internal policies and fiduciary standards.</li><li>
Monitor economic trends, market developments, and regulatory changes that may impact client portfolios.</li><li>
Support new business development by participating in prospect meetings and preparing investment analyses for proposals.</li><li>
Maintain accurate records, adhere to compliance requirements, and uphold all fiduciary obligations.</li></ul>
Ancillary Duties<ul><li>
Actively represents the Bank in public relations and other related community activities.</li><li>
Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.</li></ul>
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 25 pounds. This position requires regular use of a computer.
Requirements:

Education/Training: Bachelor&rsquo;s degree in finance, economics, business, or a related field; progress toward or completion of professional designations such as CFA, CFP, or CTFA preferred.
Skill(s): Strong understanding of asset allocation, investment products, capital markets, and portfolio construction; ability to translate complex investment concepts into clear, client-friendly explanations; proficiency with portfolio management systems, financial analysis tools, and Microsoft Office applications; knowledge of trust accounts, fiduciary standards, or regulated investment environments preferred.
Experience: Minimum of three (3) years of experience in investments, portfolio management, financial planning, or wealth management; experience working with trust accounts or in a fiduciary or regulated investment environment.</div>

Investment Officer – Trust & Wealth Solutions

Morgan Stanley

<div>Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Outsourced Chief Investment Officer (&ldquo;OCIO&rdquo;) group partners with Morgan Stanley Financial Advisors across all channels to offer full discretion portfolio management services to institutional and private clients (e.g., Defined Benefit plans, Endowments, Foundations, Ultra-High Net-Worth, Family Offices, etc.) of Morgan Stanley Wealth Management.
Responsibilities:
<ul><li>Help Senior Portfolio Managers build and manage client portfolios, which includes development of the investment policy statement, customized portfolio construction, manager selection, portfolio implementation, ongoing portfolio rebalances and periodic client reviews and updates
</li><li>Engage with clients to perform client discovery, draft investment policy statements, provide quarterly reporting, and other tasks relevant to the OCIO space
</li><li>Maintain ongoing and proactive monitoring of account positioning
</li><li>Gain full functional knowledge of Morgan Stanley&rsquo;s proprietary portfolio management tools
</li><li>Participate in OCIO meetings and calls and get full understanding of OCIO market strategy and portfolio positioning.
</li><li>Help Senior Portfolio Managers develop portfolios and market content for finals presentations
</li><li>Manage outflows, inflows on accounts and make sure that capital calls on the illiquid side of the portfolios are matched
</li><li>Interface and support the connectivity with internal and external partners including research, trading, operations, product specialists, third party vendors and custodians
</li></ul>Knowledge and Skills Required:
<ul><li>3+ years of experience servicing pensions and/or government entities, or other institutions in a wealth management or investment consulting capacity
</li><li>Experience and knowledge in investment/ wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments.
</li><li>Experience and knowledge in global capital markets, technical expertise across asset classes.
</li><li>Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attribution.
</li><li>Proficiency in Microsoft Office including Excel and PowerPoint
</li><li>Must be very detail-oriented, with an ability to multi-task and handle multiple priorities.
</li><li>Strong organizational and project management skills
</li><li>Must be very detail-oriented, with an ability to multi-task and handle multiple priorities.
</li><li>Proactive &amp; hard working with strong professional accountability
</li><li>Exemplary verbal and written communication skills
</li><li>Undergraduate degree is required
</li><li>CFA, CAIA and other professional designations are preferred.
</li><li>FINRA Series 7 and 66 (or 63 and 65) licenses required or willingness to obtain within 180 days of hire (additional licensing may be required)
</li></ul>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $105,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</div>

OCIO PM Taft Hartley / Government Analyst - Global Investment Office, Assistant Vice President

The University of Lahore

<div>
 
 
 Job Summary:
 
 
 
 The Officer Assets supports the Asset Management team in day-to-day operations, ensuring accurate tracking, recording, and compliance of all organizational assets. This role involves maintaining asset records in SAP, assisting with procurement, coordinating asset movement, conducting inspections and physical verifications, and supporting capitalization and disposal processes. The Officer works closely with the Assistant Manager and Senior Officer to maintain compliance with company policies, SOPs, and operational guidelines.
 
 
 
 
 
 
 Educational &amp; Professional Qualifications:
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Supply Chain, Finance, Accounting, Business Administration or a related field.
 </li>
 <li>
 1-3 years of experience in asset management, inventory control, or related operations.
 </li>
 <li>
 Knowledge of asset management processes and SAP/ERP systems.
 </li>
 <li>
 Ability to maintain accurate records, ensure compliance, and perform basic inspections and verification.
 </li>
 <li>
 Basic understanding of procurement processes and asset capitalization procedures.
 </li>
 <li>
 Strong organizational, documentation, and reporting skills.
 </li>
 <li>
 Attention to detail and accuracy in data entry and asset tracking.
 </li>
 </ul>
</div>

Asset Officer

Doha Bank

<div>The ICOFR Officer will assist the Team Lead &ndash; ICOFR in planning / execution of Internal Control Over Financial Reporting (ICOFR) compliance efforts of the Bank, in line with regulatory (QFMA) mandates and Bank&rsquo;s policies and procedures. The incumbent will support liaison efforts with the Business / Operations / IT control owners in evaluating the effectiveness of internal controls over financial reporting, IT General Controls (ITGC), IT Automated Controls (ITAC), identifying risks, documenting control deficiencies and following up on remediation actions. The job holder will work closely with the Team Lead and external service providers in continuous enhancement of the ICOFR program / reporting processes / quality enhancement efforts.</div>

ICOFR Officer

Nevada State Bank

Nevada State Bank, a division of Zions Bancorporation, N.A., was founded on Dec. 9, 1959 by 12 businessmen full of Nevada’s pioneering spirit. As a full-service bank, we offer a complete range of consumer , private , and business banking services. Our colleagues regularly volunteer in their communities and have been dedicated to helping make Nevada a better place to live for more than 60 years. By embracing the bank’s Core Values of extraordinary service, adaptability, teamwork, communication, development, accountability, community, and respect—we have built a culture of service and engagement. NSB has a commitment to career development through tuition reimbursement and continuous learning opportunities, in addition to other competitive benefit offerings. We offer medical benefits on day one , 401k matching, and paid holidays. With a strong belief in diversity, equity, and inclusion, NSB offers several colleague- led diversity forums with the intent to ensure representation and cultural sharing among our colleagues. At Nevada State Bank, we truly believe that it matters WHO you work with.
 
We are now accepting applications for a Portfolio Risk Officer to join our underwriting team. This role will focus on managing and servicing loan portfolios, spreading and analyzing financial statements, and identifying industry risk. This position is fully in office and located at our corporate building in Las Vegas, NV.
 
Essential Functions: 
Manages the commercial loan portfolio with coordination from the Relationship Manager (RM).
 Conducts initial interview with the RM and is introduced to client.
 Follow up with borrower for required financial information and explanation.
 Through discussion with the client and minimal RM assistance obtain sufficient understanding of borrower's financial position, managerial strategy, and expected loan performance to recommend a loan structure.
 Document understanding of the lending relationship in written form primarily in loan credit presentations, but also in problem loan reports, semi-annual credit reviews, MDM loan grading, and file comments.
 The PRO will assist and may lead the presentation of the loan at credit committee.
 Incorporation of financial analysis completed by junior staff into written documentation.
 Obtain satisfactory CED and Regulatory examination findings.
 The successful PRO is capable of managing the loan portfolio with limited assistance from the RM.
 Other duties as needed.
 
Qualifications: 
Requires a Bachelor's and 4+ years' experience with commercial lending, lending policies and procedures, or other directly related experience. A combination of education and experience may meet requirements.
 Extensive knowledge of lending policies and procedures, loan structuring, and financial analysis.
 Must have knowledge of job-related software such as Moodys Risk Analyst, as well as other common office software and applications.
 Must have solid written and verbal communication skills, including technical writing and ability to communicate with external clients and internal employees.
 Must have excellent analytical abilities and decision-making skills.
 
Benefits: 
<ul>
<li>Medical, Dental and Vision Insurance - START DAY ONE!</li>
<li>Life and Disability Insurance, Paid Parental Leave and Adoption Assistance</li>
<li>Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts</li>
<li>Paid Training, Paid Time Off (PTO) and 13 Paid Holidays, (includes Nevada Day & Family Day)</li>
<li>401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience</li>
<li>Mental health benefits including coaching and therapy sessions</li>
<li>Tuition Reimbursement for qualifying employees</li>
<li>Employee Ambassador preferred banking products</li>
</ul>
Pay range (depending on experience): $120,000 to $145,000/Annual base salary

Portfolio Risk Officer

Search 7396+ Investment officer jobs near you this March. New roles added regularly across leading industries. Apply today.