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Investment Officer Jobs (NOW HIRING)

Mutual Bancorp

Senior Investment Officer

Hyannis, MA · On-site

In addition, a significant responsibility is assisting the Chief Investment Officer with the selection and monitoring of the departments' equity focus list. The incumbent is required to function as ...

Kumabe HR

CHIEF INVESTMENT OFFICER

Honolulu, HI · On-site

$300K - $400K/yr

CHIEF INVESTMENT OFFICER (CIO) - STATE OF HI EMPLOYEES' RETIREMENT SYSTEM (ERS) The Employees' Retirement System of the State of Hawaii (ERS) seeks to hire a Chief Investment Officer (CIO) who will ...

New

Threadneedle group

Trust Investment Officer

Minneapolis, MN · On-site

$93K - $128K/yr

As a Trust Investment Officer, you will play a pivotal role in managing fiduciary investment relationships and helping clients achieve their long-term financial goals. You will partner with Trust ...

New

Initio Capital

Chief Investment Officer (CIO)

New York, NY · Remote

$145K - $185K/yr

Job Summary Chief Investment Officer (CIO) Initio Capital Full-time, Part-time, Contract, Temporary, Internship, Casual Remote | New York, NY, United States Chief Investment Officer (CIO) - Initio ...

Montgomery County Green Bank

Chief Investment Officer

MD · On-site

$235K - $250K/yr

Chief Investment Officer Reports To: Chief Executive Officer Status: Full-Time, Exempt Location: Montgomery County, Maryland (Hybrid) About the Montgomery County Green Bank The Montgomery County ...

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Investment Officer information

See salary details

$35.5K

$121.6K

$260K

How much do investment officer jobs pay per year?

As of Sep 11, 2026, the average yearly pay for investment officer in the United States is $121,603.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,000.00 and $132,000.00 per year, depending on experience, location, and employer.

What does an investment officer do?

Investment officers identify business opportunities and secure investments that promote the financial interests of an organization. As in investment officer, your job duties include managing portfolio projects, handling financial transactions, and building client relationships. The qualifications for a career as an investment officer are a Master of Business Administration (MBA) degree, several years of experience in the financial sector, and proven business development skills. In the current job market, you can find investment officer positions at large financial institutions, finance consulting groups, and government agencies.

What does an investment officer do?

An Investment Officer is responsible for managing and overseeing investment portfolios, analyzing financial data, and making recommendations to maximize returns while minimizing risk. They assess market trends, evaluate potential investment opportunities, and ensure that investment strategies align with the organization's goals. Investment Officers often work with clients or stakeholders to understand their financial objectives and provide guidance on asset allocation, securities selection, and portfolio diversification.

What are the key skills and qualifications needed to thrive as an investment officer, and why are they important?

To thrive as an Investment Officer, you need strong analytical skills, financial modeling expertise, and a background in finance or economics, often supported by a bachelor's or master's degree and professional certifications like the CFA. Familiarity with portfolio management software, Bloomberg terminals, and financial analysis tools is typically required. Excellent communication, decision-making, and relationship-building abilities help differentiate top performers in this role. These skills are vital for making informed investment decisions, managing risk, and effectively engaging with clients or stakeholders.

How does an investment officer typically collaborate with other departments within a financial institution?

Investment Officers frequently work closely with research analysts, portfolio managers, compliance teams, and client relationship managers. They rely on research analysts for market insights and data, coordinate with portfolio managers to align investment strategies, and ensure all activities comply with regulatory standards by consulting with compliance professionals. Regular communication with client-facing teams is also essential to understand client needs and effectively tailor investment solutions. This collaborative environment fosters well-informed decision-making and helps deliver optimal results for clients and stakeholders.

What is the difference between Investment Officer vs Financial Analyst?

AspectInvestment OfficerFinancial Analyst
Required CredentialsBachelor's degree, certifications like CFA often preferredBachelor's degree, certifications like CFA or CPA beneficial
Work EnvironmentFinancial institutions, investment firms, banksCorporations, investment firms, banks, consulting
Employer & Industry UsageUsed in asset management, private equity, bankingUsed across finance, corporate planning, investment analysis
Common Search & Comparison IntentYesYes

Investment Officers focus on managing investment portfolios, client relationships, and making investment decisions. Financial Analysts analyze financial data, prepare reports, and support investment strategies. While both roles require financial knowledge and certifications like CFA, Investment Officers are more client-facing and involved in portfolio management, whereas Financial Analysts primarily conduct research and data analysis to inform investment decisions.

What is the average salary for an investment officer in the US?

The average salary for an investment officer in the US is approximately $85,000 to $125,000 per year, depending on experience, location, and the size of the organization. Senior roles or those with specialized skills and certifications can earn higher salaries, often exceeding $150,000 annually.
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Investment Officer jobs near you
Infographic showing various Investment Officer job openings in the United States as of September 2026, with employment types broken down into 1% Internship, 91% Full Time, and 8% Part Time. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $121,603 per year, or $58.5 per hour.

Trust Investment Officer

Minneapolis, MN • On-site

Ameriprise Financial
Funds, Trusts and Financial Programs • 5 - 10K employees
Learn more about Ameriprise Financialexternal

$93K - $128K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 10 days ago

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

Job description

About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job Description
As a Trust Investment Officer, you will play a pivotal role in managing fiduciary investment relationships and helping clients achieve their long-term financial goals. You will partner with Trust Administration Officers, Financial Advisors, and clients to develop and implement investment strategies that align with trust objectives and fiduciary standards. This role offers the opportunity to influence portfolio outcomes, contribute to business growth, and collaborate across a highly skilled wealth management organization. Your expertise will directly support client retention, asset growth, and exceptional trust investment management.
Key Responsibilities
  • Partner with Financial Advisors and Trust Administration Officers to manage trust investment assets while upholding fiduciary standards and client objectives.
  • Review asset allocations, develop Investment Policy Statements, and recommend investment strategies aligned with client goals and risk tolerance.
  • Monitor portfolio performance, conduct investment reviews, and present recommendations and results to advisors, clients, and co-trustees.
  • Evaluate legacy holdings, concentrated positions, and special assets, including real estate and closely held businesses, and recommend appropriate management strategies.
  • Serve as fiduciary investment manager for assigned accounts, overseeing portfolio construction, rebalancing, distributions, investment monitoring, and transaction approvals.
  • Participate in investment governance activities, including investment committee initiatives, proxy voting, corporate actions, and special projects.
  • Support new business development by analyzing prospective portfolios, contributing investment expertise during the sales process, and assisting with trust account onboarding and funding.
  • Review trust agreements, asset statements, and supporting documentation to evaluate account suitability and guide advisors through implementation and account acceptance processes.

Required Qualifications
  • 5+ years of investment management experience, including trust investment management, fiduciary account oversight, and portfolio management responsibilities
  • Bachelor's degree or equivalent combination of education and relevant professional experience

Preferred Qualifications
  • Strong knowledge of investment strategies, asset allocation, portfolio analysis, fiduciary principles, and management of complex or special assets
  • Ability to analyze investment performance, assess risk, and develop recommendations that support client objectives and regulatory requirements
  • Excellent written, verbal, and presentation skills with the ability to communicate effectively with clients, advisors, and business partners
  • Strong organizational skills, attention to detail, and ability to manage multiple priorities in a dynamic environment
  • Demonstrated problem-solving, collaboration, and relationship management capabilities; experience influencing stakeholders is preferred

Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Base Pay Salary
The estimated base salary for this role is $93,400 - $128,400 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Business Support & Operations
Line of Business
BANK Bank
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

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About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

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