Investment Officer Resume Samples

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C Treutel

Clark

Treutel

65513 Tate Mountain

Houston

+1 (555) 267 7209

65513 Tate Mountain

Houston

Phone

p +1 (555) 267 7209

Experience Experience

San Francisco, CA

Investment Officer

San Francisco, CA

Wilkinson-Skiles

San Francisco, CA

Investment Officer

To provide support to discretionary portfolios include performance and sector weighting monitoring, preparing proposal and filing etc
Work collaboratively with legal, operations, and reporting departments on legal negotiations, performance reporting, and ongoing monitoring of investments
Performing periodic investment reviews, generating reports and presenting the results to senior management
Strong track record of negotiating complex transactions including those involving capital markets/ use of structured finance products
Performing investment manager due diligence and ongoing monitoring
Participate in various projects with the goal of creating efficiency while automating manual processes and procedures
Actively monitor the existing bond portfolio working closely with Head of Research and various portfolio managers

Boston, MA

Associate Investment Officer

Boston, MA

Schoen, Nolan and O'Conner

Boston, MA

Associate Investment Officer

Operate Japan Investments in accordance with Asset Management Japan organizational governance (manuals, committees, audits/risk management frame work, firm-wide projects)
Conduct due diligence on investment capabilities overseas. Alternative capabilities (hedge funds, real estate, private equity) are especially in focus
Participates in fund life cycle management (new set-up, closure, prospectus changes), and handles investment teams wide administrative projects
Errors are centrally handled in terms of operational aspects (error panel, recording), client communication, and regulator reporting. Any other issues of existing mandates are also centrally handled here
Deliver efficient and effective execution management function
Implement fund order (cash management/allocation) and forex execution (including hedging) centrally for all the funds/mandates across asset classes
Develop investment promotion strategies in the region, including targeting potential investors and promoting IFC's products and services proactively

present

Houston, TX

Senior Investment Officer

Houston, TX

Turner and Sons

present

Houston, TX

Senior Investment Officer

present

Working closely with other areas on developing reports for cash forecasting
Monitor equity holdings and develop and implement sales strategies to maximize IFC’s return and development impact
Lead and manage project teams, mentor and develop junior staff
Develop a strong pipeline of good quality investment opportunities by anticipating market trends and employing sector/country knowledge
To be actively working with RMs especially HK RMs and meet their clients for fund solutions
Directs and, in some cases, trades fixed income, equities and money market instruments in USD, EUR and CHF currency with approved counterparties according to established guidelines
To meet internal procedures for new funds validation and promotion; and work with all parties of the Bank including Back Office to ensure smooth flow of business

Education Education

Bachelor’s Degree in Finance

Southern Illinois University Carbondale

Bachelor’s Degree in Finance

Skills Skills

Strong communication skills, both written and oral, including ability to communicate complex concepts in simple terms
Organized and detail oriented; able to prioritize work
Ability to compassionately handle client and advisor issues
Proficient in Microsoft Excel
Ability to develop and execute systematic processes to complete projects
Strong customer service skills
Able to problem solve independently
Able to multi-task; adapt to rapidly changing environment
Well versed in various types of securities to include mutual funds, stocks, exchange traded funds, and bonds
Experienced with Microsoft Word, Outlook, and PowerPoint

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15 Investment Officer resume templates

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Chief Investment Officer, Family Office Resume Examples & Samples

Manage and oversee the multi-asset investment teams that include equities, fixed income, hedge funds, alternative investments and fund of funds
Devise investment strategies, direction and process
Asset allocation to attain the optimal investment results
Provide market updates and recommendation to the Chairman

Senior Investment Officer Resume Examples & Samples

NASD Series 7 & 63 licenses required
Minimum 5 years of investment, securities and/or portfolio management experience required
Minimum 5 years of sales and/or marketing experience required
Courses in money and banking, accounting, investments and finance strongly desired
Strong understanding of all products and services applicable to target client
Demonstrated sales and marketing abilities
Strong interpersonal, verbal, and written communication skills
LI-KB1

Investment Officer Resume Examples & Samples

To assist to achieve the group’s revenue target
To provide support to discretionary portfolios include performance and sector weighting monitoring, preparing proposal and filing etc
To promote discretionary accounts
To provide administrative support to the team

Wealth Management Investment Officer Resume Examples & Samples

Provide leadership for our investment strategy across all investment platforms
Create, establish and maintain the asset allocation strategy for the Wealth Management Group. Be a strong advocate for the asset allocation process and investment strategies across all of Wealth Management
Communicate the Investment Management philosophy, vision, process and delivery to team members, clients and prospects
Elevate the visibility of the investment process both internally to bank partners and externally to clients, prospects and centers of influence
Manage the investment function for a select group of large and sensitive high net worth clients
Assist Wealth Advisors in developing, recommending and execution of investment objectives, risk tolerance and strategies for client portfolios. Assist Wealth Advisors in developing the Investment Policy Statement for clients and prospects
Provide analysis of investment portfolios for prospective clients
Participate in the development of new investment business with Wealth Advisors
Assist with trading and security analysis as needed
Prepare commentary to be distributed to clients and prospects from the Wealth Management Group
Conduct and prepare due diligence reports for funds and managers for distribution internally to Wealth Advisors and Administrators. Contribute articles to internal/external publications
Chair and oversee the Wealth Management Investment Committee. Responsible for the investment portion of the report that is distributed to the Trust Advisory Board
Bachelor’s degree in related field. CFA designation preferred
5+ years of investment management and overall securities market experience
Demonstrated experience in investment and portfolio management theory, associated investment strategies and instruments, and characteristics of various marketplaces
Knowledge of various securities and investment-related products and services i.e. domestic stocks, taxable bonds, tax free bonds, mutual funds, and international stocks
Ability to prepare client and new business presentation material, including strong working knowledge of spreadsheet and presentation software
Strong oral, written and communication skills, including interpersonal skills

Senior Client Investment Officer Institutional Segment Resume Examples & Samples

Assists in new product development and marketing. Work with product, research, and marketing to develop and identify new investment ideas or opportunities. Participates in sales and marketing presentations
May develop specialized portfolios of managed accounts for clients based on their needs and specifications
Cross sells or refers company products and services to existing clients, when appropriate
Proactively advise partners of issues that may affect clients/prospects in either a positive or negative way
Display a high level of teamwork toward achieving business unit and team goals. Be a positive influence in the group
MBA/CFA/CAIA or other relevant investment credentials preferred

Chief Investment Officer, Reit Resume Examples & Samples

Responsible for the overall investment strategy and performance
Develop investment objectives, manage portfolio construction by working closely with different team across regions
Identify, evaluate, close and monitor real estate investments
Play an active role in maximizing the value of specific real estate investments
Play an active role in capital raising and client relationship management by working closely across departments

Investment Officer Resume Examples & Samples

Monitor the European hedge fund universe and provide independent, well-researched, clearly articulated analysis of hedge fund investments and prospects
Maintain ongoing dialogue with hedge fund industry participants – including the prime brokerage community, cap intro, hedge fund managers and staff, peer investors, etc – as well as conduct research regarding current industry trends and relevant market news for use in forming forward-looking assessments of the investment environment
Actively participate in meetings with hedge funds and compose detailed reports including summary and analysis of investment meetings, as well as perform critical data support as needed for targeted hedge funds that are imminent investment candidates
Assist in monitoring quantitative performance measurement and quantitative risk management of investments, as well as identify and analyze co-investment opportunities from network of hedge fund managers and contacts
Assist client relations function in gathering information that is communicated to investors on a regular and ad hoc basis, and (as required) present to clients or prospects on aspects of the investment process

Senior Client Investment Officer Resume Examples & Samples

Experienced advisor working with or for a family office; CIO or family office head or investment consultant with experience in working with ultra-high net worth individuals/families
Extensive knowledge regarding traditional and alternative investments in an open-architecture framework, as well as related issues that affect investments (economy and markets, finance). Skillset usually acquired through related work experience with an advanced degree or certification program typically required to coordinate, develop and provide integrated investment advisory services to sophisticated clients
Analytical and problem solving skills are required to understand, coordinate and deliver sophisticated investment program solutions
Technology orientation and proficiency
Written and interpersonal presentation skills are important for ongoing client interaction, team engagement and new business participation
Coordination of asset allocation, rebalancing, manager search, portfolio construction and similar analytical exercises working closely with internal teams and team members
Coordination with dedicated internal manager research teams across traditional and alternative investments as part of sourcing and monitoring investment managers in and for client investment programs
Interpret economic, market and business information in order to recognize, understand and communicate market environment
Assists in new product development and marketing. Work with product, research, and marketing to develop and identify new investment ideas or opportunities
Lead investment professional in prospective family office sales and marketing presentations
Author/co-author one- two white papers/thought pieces annually for GFO client and prospect consumption
10+ years investment experience including extensive experience with open architecture, alternative investments and ultra-high net worth individuals/families

Chief Investment Officer, & China Resume Examples & Samples

Reporting functionally to the Group Chief Investment Officer and locally to the Chief Executive Officer Insurance Hong Kong, the Chief Investment Officer provides executive leadership to; and has responsibility for; all aspects of the investment policy across the businesses in Hong Kong and China
Ensure the Hong Kong and China insurance entities have an adequate framework for the management of their investment policy, based on Group policies and procedures, the operational and regulatory environment of each entity, and industry best practices
Make recommendations, take decisions within the risk limits and provide support to the Investment Committee of each entity for the definition of the strategic asset allocation, having regard to the Group insurance's investment strategy at global and local levels
Under the control of the Investment Committee, lead the implementation of strategic asset allocation and adapt the investment plan according to the market evolutions. To that effect, select and appoint the relevant internal and external providers of investment solutions and monitor their performance
Measure and assess, on an on-going basis, the effectiveness of the investment policy and make or propose tactical adjustments, as required; including through the implementation of hedging strategies
Monitor the adequacy between assets and liabilities in terms of risk drivers and return targets and ensure proactive management of market risk, including through the implementation of effective hedging solutions
Maintain crucially the integrity and effectiveness of the internal controls over financial reporting given that various projects will be implemented across business functions concurrently within the Group and region
Ensure all key investment risks across both countries are identified and highlighted or monitored at local Investment Committees. These should then be consolidated and discussed with the Group Insurance Investment Committee and the Group Chief Investment Officer to ensure all stakeholders are aware and appropriate decisions can be taken
University graduate with solid industry experience and additional professional qualifications in Finance, Actuary, and Investment; Chartered Financial Analyst or Financial Risk Manager certification will be a plus
Hands on experience and proven expertise in investment management, including managing funds for an insurance company or retirement business ideally in an asset allocation role
Broad exposure to, and expertise in a variety of asset class, including equities, fixed income, derivatives, and structured products; knowledge of the insurance sector (including applicable regulations and asset-liability management challenges) is a clear advantage

Executive Assistant to the Managing Partner & Chief Investment Officer Resume Examples & Samples

10+ years of experience supporting Senior-level Executives
Microsoft Office/Suite proficient (Word, Outlook, PowerPoint, Excel, etc.)
Exceptional phone etiquette

Investment Officer Resume Examples & Samples

FINRA Series 7 & (63/65) or 66 licenses required
Minimum 3 years of investment, securities and/or portfolio management experience required
Minimum 3 years of sales experience required
Minimum 3 years of experience working with MS Office software and database application
Bachelors' degree from an accredited college preferred
Must be able to achieve a significant level of revenue production from the sale of investment products

Senior Investment Officer Resume Examples & Samples

To provide mutual funds recommendations to all RMs & clients in the region
To provide effective communication of fund ideas via morning meetings, email recommendations, investment proposals, team meetings, and one to one meetings with clients
To review and monitor the performance of all fund recommendations
To deliver prompt and accurate responses to RMs queries, as well provide a good follow up on recommendations
To be actively working with RMs especially HK RMs and meet their clients for fund solutions
To work closely with other team members in the region to identify investment opportunities in order to meet business budget
To meet internal procedures for new funds validation and promotion; and work with all parties of the Bank including Back Office to ensure smooth flow of business

Associate Trust Investment Officer Resume Examples & Samples

Assist advisors in recommending basic investment strategies suitable to account objectives. Monitor account investment performance and review with advisor. Responsible for the reporting on legacy positions, concentrations, and special assets with reference to clients' tax situations and financial advisor's interaction with clients on findings. Assist advisors in facilitating and coordinating investment activity with co-trustees. Respond to basic client inquiries regarding investments and conduct periodic investment reviews
Monitor a portfolio of accounts and provide support to the Trust Investment Officer & Senior Trust Investment Officer by performing trade activities on their accounts as instructed. Activities may include actioning recommended investment objectives, monitoring of investment objectives and performance, account investment reviews, and performing transactions as needed (distributions, rebalancing, etc.). Review and approve basic advisor recommended buy/sell transactions
Assist in the investment side of the sales process for personal trust; review and analyze portfolios, propose change, and monitor account establishment and funding for straightforward trusts. Research core business opportunities in the Ameriprise Financial Advisor channel via outbound call component
Responsible for administrating case scenarios in database through process of trust setup and administration of quality reviews; review asset statements and other supporting documentation to gain understanding of case; coach advisors through the application process; review all necessary supporting materials that are provided by advisor to prepare file for account acceptance. Periodic coverage of telephone line for advisor questions
Participate in the Investment Sub-Committee and assist with ad hoc projects (e.g., investment management topics, ILIT and insurance assets in trusts, investment management of trusts as it relates to the financial planning process, etc.)
3-5 years of experience in investment management
Good written and oral communication skills
FINRA Series 7, 24, 63, 65/66 licenses
CFA, CFP, ChFC, CiMA, or CTFA

IBD Investment Officer Resume Examples & Samples

Sell investment securities to assigned correspondent bank or non-bank institutional clients within approved policy and regulatory guidelines
Partner with sales team to expand existing customer relationships
Work closely with partners (sales, product, marketing) to reconcile and execute on the customer and market intelligence obtained through analytics and substantive feedback back into product strategy
Support business development effort through calling by phone and in person, direct mail, presentations and referrals

WM Cio-senior Investment Officer Resume Examples & Samples

Monitoring and forecasting foreign economic performance as well as research and analyze economic issues, interpret market trends with an strong focus on asian markets
Analyzing and interpreting complicated numerical and financial information while using mathematical models and statistical techniques
Undertaking relevant research and writing reports
Prepare reports, tables, and charts that present research results
Providing economic advice and recommendations to Wealth Management Clients globally
Compilation of our House View publications and writing articles for publication
Represent CIO WM in respective Committees
Present House View to WM Clients
Master´s degree in Economics or Finance; MBA,CFA or PhD a plus
Minimum 10 years in the financial services industry
Fluent English and Mandarin, other languages a plus
Excellent knowledge of capital markets and respective work experience
Good understanding of financial products and portfolio management
Work experience in CIO Offices or as financial analyst, portfolio manager or consultant
Practitioner with a pragmatic and problem solving approach, all-rounder qualities beneficial
Independent and accurate personality with a team approach
Systematic and conceptual skills required
Able to work under pressure, proactive
Excellent communication skills, particularly writing skills
Flair for advisory type of activities; able to produce high quality content on financial topics, capable to represent the CIO Office in front of internal and external clients

Trust Investment Officer Resume Examples & Samples

Prepare materials for MST’s Investment Committee meeting regarding due diligence and available investment platforms, managers, and performance
Coordinate periodic reviews and rebalancing of trust portfolios as initiated by MST’s Trust Administration Team
Monitor and assist Senior Trust Officers in developing risk based, fiduciary asset allocation and portfolio construction guidelines, recommending updates as appropriate
Complete annual fiduciary due diligence requirements on all MST portfolios
Monitor approved list of trust-appropriate investment options, including (but not limited to) ETFs, closed end funds, SMA managers and alternative investments
Create and update research reports, collecting and analyzing data, such as product performance, risk statistics, product characteristics and qualitative data
Monitor fiduciary portfolios for compliance with applicable investment parameters, including trust provisions, situs law, investment policy statement constraints, and tax issues
Monitor trust-appropriate investment strategies and assist Senior Trust Officers with performance assessments for individual, Ultra High Net Worth clients and prospects
Support Senior Trust Officers and trust professionals in their work with clients and FAs on fiduciary investment issues
Work with other MSPBNA departments as needed
Maintain positive internal relationships and leverage the resources of the of the broader Morgan Stanley platforms
Be aware of and able to discuss market, economic, fiscal and monetary policy data, news and issues
At least 5 years of investment management experience desired
Excellent communication skills, specifically writing and presentation skills
Bachelor’s degree (preferably in Business Administration, Finance, or Economics)
Experience with fiduciary investing and trust characteristics desired
Experience using Bloomberg and Zeyphr is a plus
Must have or obtain securities licenses 7 and 63

Trust Investment Officer Resume Examples & Samples

Work with advisors to develop Investment Policy statements and recommend investment strategies suitable to account objectives. Monitor account investment performance and review with advisor. Review legacy positions and recommend investment models, concentrations, and special assets with reference to clients' tax situations and recommend financial advisor's interaction with clients on findings. Help advisors to facilitate and coordinate investment activity with co-trustees. Respond to client inquiries regarding investments and conduct periodic investment reviews
Act as fiduciary investment manager of portfolio of accounts including setting investment objectives, monitoring of investment objectives and performance, account investment reviews, perform transactions as needed (distributions, rebalancing, etc.). Review and approve advisor recommended buy/sell transactions for assigned portfolios
Actively participate in the Investment Sub-Committee. Participate in other projects (e.g., investment management topics, ILIT and insurance assets in trusts, investment management of trusts as it relates to the financial planning process, etc.)
Contribute to the investment side of the sales process for personal trust; review and analyze portfolios, propose change, and monitor account establishment and funding of trusts
Review asset statements, trust agreements and other supporting documentation to gain understanding of case; coach advisors through the portfolio implementation process; review all necessary supporting materials that are provided by advisor to prepare file for account acceptance
5+ years investment management experience
Experience in trust investment management
CFA, CIMA, APMA, CFP or CTFA
Can support FINRA Series 7, 63, 65/6 licenses

Associate Client Investment Officer Resume Examples & Samples

Supports Sr. Client Investment Officer and Client Investment Officer in the development of specialized investment programs for clients based on their needs and specifications
Partner with Sr. Client Investment Officer and Client Investment Officer sharing in innovative thinking and thought leadership to proactively surround the client
Stay abreast of economic / investment issues surrounding clients and our business
Facilitates the implementation of client investment programs as needed by ensuring the timely and accurate completion of necessary investment activities
Incorporates client requirements and requests in reporting, composes economic and investment commentary, and compiles market data as required
Coordinates execution of rebalancing, manager changes and cash flows with appropriate partners in NTI, Stamford, Custody/Trust administration, outside custodians and proprietary and external managers
Coordinates with performance team and review client investment performance monthly and quarterly for accuracy, completeness and timeliness
College or University degree
Progress towards a CFA and/or Master's Degree preferred
2-3 years investment experience with various asset classes – traditional/alternative
2 plus years of investment related client servicing experience

Senior / Principal Investment Officer Resume Examples & Samples

Identify capital market solutions for FIG clients in emerging markets, developing a strong pipeline of quality investment opportunities for IFC, through employing knowledge of capital markets and anticipating market trends
Collaborate within team and across IFC for developing global and regional capital markets strategies and support related promotion work, including marketing, mobilization of other investors and communications
Focus on adding value to IFC’s clients, find pragmatic solutions to sector challenges, and achieve sustainable development impact
Evaluate, structure, negotiate, and close new transactions: lead structuring and execution; use strong negotiation skills to develop solutions and overcome impasses in straightforward and complex transactions; mobilize other investors alongside IFC
Manage relationships with existing and potential FIG clients, investors and arrangers
Lead project teams, mentor, develop junior staff, build talent and grow skill base of staff
Assist in other project or strategy related activities, as the need may arise
Recent capital markets experience in emerging markets: 8-12 years of experience, with exposure to local currency and cross-border bond issuances, structured repo financings, financial derivatives, securitizations, diversified payment rights (DPR), capital relief (Basel III) transactions
Good network of financial institutions, investment banks and corporate clients
Good management skills, with strong sense of service to clients
Knowledge of IFC and internal departments and processes will be a plus
Recognized as a team player; capacity to deal with conflicting priorities and deliver high quality work on schedule; facility to work successfully in multicultural teams and across boundaries
Strong ability to mentor and lead more junior staff
Excellent oral and written presentation skills in English are required; additional major language desirable

Principal Investment Officer Resume Examples & Samples

Minimum 15 years of relevant experience with a leading bank or other institution working on PPP transaction advisory on buy and/or sell side, privatization advisory, project finance, project development or in private equity - with primary focus on the power/infrastructure sector
Proven track-record of originating, advising, structuring and executing big ticket advisory or lending transactions in the power sector in a leading role
Knowledge of legal and regulatory requirements is a must; demonstrated ability to lead a variety of complex advisory, debt and equity transactions
Strong existing senior level relationships with government officials, financial institutions, project developers, investors and technical and legal consultants operating in the power sector and infrastructure space in the assigned countries
Strong hands-on financial analysis and modeling experience, credit and structuring skills
Strong grasp of legal documentation including risk allocation related to PPP projects, including concessions, as well as for privatizations
Sound business judgment in identifying potential business partners, strong business development and client relationship skills
Knowledge of overall industry sector trends and experience in infrastructure transactions, trends and sector developments in the South Asia region
Strong interpersonal skills with track record of working well in collaborative settings, as well as leading, motivating and managing multidisciplinary and multicultural teams
Strong communication skills, with proven ability to keep calm under pressure, to exchange constructive feedback in a non-confrontational manner, respecting the views of others and maintaining appropriate exchanges in person or in writing at all times
Ability to work under pressure over long-periods of time and deliver sustained high quality work within deadlines to meet team objectives, with bandwidth to lead a complex multi-faceted program
Willingness and ability to travel on short notice and frequently, as required
Excellent communication skills in English and knowledge of Bangla is preferred
Only short-listed candidates will be contacted for interviews
Do not call/email to find out the status
Should you have difficulties submitting your application online, please contact the World Bank HR Help Desk at hrweb@worldbank.org

Senior Investment Officer Financial Institutions Group Resume Examples & Samples

Evaluate, structure, negotiate, and close new transactions, loan restructuring and rescheduling, capital increases and equity sales, etc
Master’s degree in finance, economics or other related areas; accreditation as a CFA or CPA is considered a plus
Minimum 10-12 years of experience in the financial sector, with evidence of growing expertise in banking and non-banking financial institutions and finance related disciplines
Ability to make sound decisions and commit to decisions

Senior / Principal Investment Officer Resume Examples & Samples

Demonstrate a thorough understanding of banking, financial institutions and related industry knowledge
Build and maintain strong relationships with clients, banking and multilateral partners and government officials to develop specific investment opportunities; Evaluate, structure, negotiate, and close new transactions, loan restructuring and rescheduling, capital increases and equity sales, etc
Coordinate closely with social, environmental, advisory and technical assistance colleagues in order to champion IFC’s value to our clients' businesses, find pragmatic solutions to the specific sector challenges, and achieve sustainable development impact
Ability to work under pressure, deliver high quality projects and prioritize work as necessary to deliver on goals and regional and FIG targets
Mentor and coach less-experienced investment staff and help build talent and grow skill base of staff; Take responsibility for other project or strategy related activities related to FIG’s business activities in the region
Minimum 12 years of experience in the financial sector, with evidence of growing expertise in banking and non-banking financial institutions and finance related disciplines
Experience in local markets and markets outside South Asia gained through work experience in the financial sector
Strong financial and credit skills; demonstrated ability to structure and negotiate a variety of complex financial instruments (debt and equity)
Ability to systematically share with others good practice and learning from lessons from across WBG, clients, and partners
Capacity to deal with conflicting priorities and deliver high quality work on schedule; facility to work successfully in multicultural teams and across boundaries

Senior / Principal Investment Officer Resume Examples & Samples

Build and maintain strong relationships with clients, banking and multilateral partners and government officials to develop specific investment opportunities;Evaluate, structure, negotiate, and close new transactions, loan restructuring and rescheduling, capital increases and equity sales, etc
Take responsibility for other project or strategy related activities related to FIG’s business activities in the region
Minimum 15 years of experience in the financial sector, with evidence of growing expertise in banking and non-banking financial institutions and finance related disciplines
Experience in local markets and markets outside India gained through work experience in the financial sector

Investment Officer Resume Examples & Samples

Build and maintain strong relationships with clients, banking and multilateral partners and government officials to develop specific investment opportunities
Provide leadership and support in the development of the Financial Institutions Group’s knowledge management strategy, and assist in execution of this strategy
Mentor and coach less-experienced investment staff and help build talent and grow skill base of staff
Minimum 8-10 years of experience in the financial sector, with evidence of growing expertise in banking and non-banking financial institutions and finance related disciplines
Skilled in collaboration across boundaries and broadly, ability to bring differing ideas into the forefront
Excellent business judgment and strong analytical and problem solving skills to identify issues and present creative, practical solutions
Great team player, able to mentor and train more junior staff

Senior / Principal Investment Officer Resume Examples & Samples

Take responsibility for oversight of a cluster of portfolio projects in the department
Monitor portfolio performance and recommend follow up and proactive support to enhance the IFC and investee company's value
Help the Portfolio Manager formulate and execute client strategies for problem investments including workouts, restructuring or rescheduling; provide guidance to staff in rescheduling and restructuring investments as needed and in developing exit strategies
Ensure corporate standards of portfolio management and supervision are met including timeliness and quality supervision reports, equity valuations, loss reserve argumentation, credit risk ratings and data accuracy
Collaborate efficiently and effectively with a range of industry and regional colleagues
Coordinate closely with social, environmental, insurance, legal,
Master’s degree in finance, business or other related areas
Min 8-12 years’ experience in project and corporate finance, including successful development, processing and supervision of investments
Strong financial and credit skills; Demonstrated ability to structure projects, negotiate a variety of complex financial instruments (including debt and equity) and to close transactions; prior experience in working with clients after the initial investment has been made will be a substantial plus
Ability to make sound decisions and commit to decisions as well as hold self and team accountable for risk management and outcomes
Capacity to deal with conflicting priorities and deliver high quality work on schedule; Ability to interact directly and independently with the senior management of clients as well as senior government officials
Strong interpersonal and leadership skills, and the ability to work successfully in multicultural teams and across boundaries
Strong sense of service to clients, openness to feedback and to

Associate Investment Officer Resume Examples & Samples

Public-Private Partnerships e.g. BOT type concessions
Management and lease contracts
Only online applications are accepted: do not email your application to the hiring manager or the HR contact (even if you have applied online), as it will be neither acknowledged nor accepted
The hiring manager will contact only short-listed candidates for interviews

RJ Trust Specialty Asset Investment Officer Resume Examples & Samples

Manages current database of life insurance, annuity and other special asset files
Analyzes and reviews life insurance and annuity policies to ensure compliance to policies and procedures
Manages the asset transfer process for life insurance, annuities, mineral/oil and gas interest, notes and other special assets
Insures the accuracy of new, incoming trust special asset files
Manage outsource relationships for life insurance trust administration and special asset administration
Consults with Trust Officers, Business Development Officers, and Financial Advisors on the purchase or retention of life insurance and annuity contracts
Leads development and maintenance of best practices for insurance products and non-real estate special assets
Acts as a liaison during regulatory exams and account file management
Acts as a liaison during internal and external audits
Maintains currency in life insurance, annuity, asset management and fiduciary principles and practices
Advanced concepts, principles and practices of insurance products and non-real estate special assets and the liability risks associated
Effectively balance the conflicting requirements of clients, beneficiaries, account guidelines, compliance and government regulations
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment; and maintain accuracy on completed work
Bachelor's Degree (B.A.) in related field and a minimum of seven (7) years of relevant Trust insurance experience

Investment Officer Resume Examples & Samples

Intense curiosity in the "how" and "why" things are the way they are and about ways things can be better
Demonstrated resourcefulness and a commitment to learning
Knowledge of modern portfolio theory, capital markets, asset allocation modeling, investment risk management tools, investment portfolio mechanics, and general knowledge of all investment asset classes
Demonstrated skill in developing investment portfolios that meet specific risk and return objectives and implementing those portfolios; knowledge of asset allocation optimization models; and experience monitoring risk and performance and recommending adjustments to meet the objectives
Ability to contribute to risk discussions on market, operational, and other risks inherent within WSIB investments
Understanding of defined benefit plans and defined contribution plans, insurance investment portfolios, endowment funds, permanent funds, and a wide variety of other distinct portfolios
Ability to manage competing priorities and seek input when required. Experience with collaborative, cross-functional teamwork a positive
Strong communication, organizational, and relationship-building skills to coordinate work flow with the stakeholder groups and the various WSIB division groups
Strong computer skills with a wide variety of software knowledge and the ability to quickly learn new applications as required
Bachelor's Degree in Business, Mathematics, Economics, Finance, Statistics, or closely related field AND at least three years of investment experience, preferably in an institutional investment setting. CFA designation strongly preferred

Investment Officer Resume Examples & Samples

Developing a thorough understanding of power, water, transportation and logistics sectors and in-depth relationships with key regional and local sector players
Developing investment marketing strategies within the region, including targeting potential clients/investors and promoting IFC's products and services
Evaluating the attractiveness of specific transactions and making recommendation for IFC’s investments
Participating on teams in executing IFC's investments with a strong focus on credit and asset quality. This would include processing mandates, conducting due diligence, coordinating with IFC specialists and lenders’ external advisors, structuring deals and negotiating term sheets and other documentation, syndications and internal approvals
Managing IFC’s relationship with various stakeholders, and assigned portfolio companies
Monitoring and ensuring the companies’ compliance with the terms of investment agreements, and preparing timely internal supervision reports
Identifying early warning signals in assigned projects and, where necessary, formulating/implementing strategies for work-outs, restructurings or rescheduling
Tracking and taking the lead in managing sensitive environmental and social issues that may arise in assigned projects, and championing IFC’s technical assistance and sustainability offerings to clients
Tracking and recording the development impacts of assigned projects; and
Developing and implementing equity sales strategies for assigned projects
Minimum six to eight years relevant work experience; preferably including work experience in a financial institution and at least two years of post-MBA work experience
Demonstrated experience in and knowledge of one or more of the following sectors: power, transport, logistics and water
Demonstrated teamwork skills and ability to work with large multicultural teams spread across geographies
English and Urdu language skills essential
Good business development and client relationship skills
Strong analytical and financial structuring skills, and sound business judgment
Excellent verbal and written communication skills, ability to communicate ideas clearly and confidently

Investment Officer Resume Examples & Samples

Evaluate, structure, negotiate, and close new transactions, portfolio restructurings, rescheduling, capital increases, equity sales, etc
Use strong negotiation skills to develop solutions and overcome impasses in straightforward and complex transactions
Maintain and nurture good relationships with existing clients. Understand and proactively manage client needs while looking out for IFC’s interest
Monitor and ensure compliance of existing investments with the investment agreements
Effectively value existing equity investments (strong financial modeling skills are required)
MBA, masters degree in Finance or equivalent
At least 8 years of work experience for a major commercial or investment bank with significant emerging markets presence, an international financial institution or a private equity firm
Experience in investment transaction, with proven success in developing client relationships as well as sourcing, negotiating, structuring and closing quality investments
Knowledge of and experience in emerging markets; knowledge of the manufacturing sector/sub-sectors a plus
Strong business judgment in identifying potential business partners
Ability to interact directly and independently with the senior management of clients, financial and technical partners as well as senior government officials
Strong interpersonal and leadership skills, ability to work successfully in multicultural teams and across boundaries and to build networks across the region, including the ability to mentor and coach others to achieve results
Excellent verbal and written communication skills in English and Portuguese; fluency in other languages (Spanish, French) a plus

Associate Investment Officer Resume Examples & Samples

Meet local regulatory requirements with robust governance structure
Operate Japan Investments in accordance with Asset Management Japan organizational governance (manuals, committees, audits/risk management frame work, firm-wide projects)
Conduct due diligence on investment capabilities overseas. Alternative capabilities (hedge funds, real estate, private equity) are especially in focus
Represent all the investment teams as a regulatory required "Investments" to handle operational issues on all mandates
Participates in fund life cycle management (new set-up, closure, prospectus changes), and handles investment teams wide administrative projects
Errors are centrally handled in terms of operational aspects (error panel, recording), client communication, and regulator reporting. Any other issues of existing mandates are also centrally handled here
Deliver efficient and effective execution management function
Implement fund order (cash management/allocation) and forex execution (including hedging) centrally for all the funds/mandates across asset classes

Associate Investment Officer Resume Examples & Samples

Evaluate, structure, negotiate, and close new transactions, portfolio restructurings, rescheduling, capital increases, equity sales, as necessary, with a strong focus on credit and asset quality (include processing mandates, due diligence, negotiating term sheets and other documentation, syndications and board approval)
Provide support to regional industry and portfolio teams in processing and supervising regionally managed projects
Take responsibility for supervision of one or more investments in the financial industry sector, with particular focus on problem/restructuring situations
Master’s degree or MBA in finance, economics or other related areas; accreditation as a CFA or CPA is considered a plus
Minimum 5-8 years of experience in the financial sector, with evidence of growing expertise in banking and non-banking financial institutions and finance related disciplines
Strong skills in evaluation of risk and ability to anticipate short and long term implications of decisions
Considered an expert in the subject area and is sought out by colleagues to advise, peer review, or contribute to knowledge products of others
Knowledge and Experience in International Economic Development Arena and commitment to sustainable development
Excellent oral and written presentation skills in English is required; French essential for Dakar, Senegal and additional major languages such as Portuguese desirable

Associate Investment Officer Resume Examples & Samples

Assist in evaluating, structuring, negotiating, and closing new transactions, portfolio restructurings, rescheduling, capital increases, equity sales, etc
Develop innovative and appropriate financial structures for straightforward transactions
Participate or lead negotiations as appropriate; use financial competences and personal influencing skills to overcome impasses and
MBA or equivalent qualification
5+ years’ experience in finance with a proven track-record of sourcing, structuring and closing investments
Demonstrated knowledge of industries, industry trends and opportunities in the sub-region countries, and understanding of local issues
Business development and client relationship skills, track record and ability to focus on clients needs effectively
Ability to interact directly and independently with the management of potential clients, of financial and technical partners as well as government officials
Excellent verbal and written communication skills in both English and Portuguese are essential. Fluency in other languages a plus
Strong inter-personal skills, ability to interact effectively with clients and colleagues from various cultural backgrounds
Ability to mentor junior investment staff
Willingness to travel extensively

Investment Officer Resume Examples & Samples

Develop investment promotion strategies in the region, including targeting potential investors and promoting IFC's products and services proactively
Assist in the development of the Financial Institutions Group’s knowledge management strategy, and assist in execution of this strategy
Assist in other project or strategy related activities as the need may arise
MBA or equivalent qualification with specialization in finance
At least 6-10 years’ working experience in finance with a proven track-record of sourcing, structuring and closing investments. Experience in investment in financial sector is a plus
Strong financial and credit skills; demonstrated ability to structure a variety of financial instruments (debt and equity)
Business development and client relationship skills, track record and ability to focus on clients’ needs effectively
Ability to work successfully in multicultural teams and across boundaries
Ability to supervise and mentor your members of staff and demonstrate excellent teamwork
Highly motivated, committed to highest ethical standards
Genuine commitment to sustainable development
Excellent verbal and written communication skills in English and high proficiency in Vietnamese and other regional languages preferred

Investment Officer Resume Examples & Samples

Develop a thorough understanding of the infrastructure sector and support team in developing strong relationships with key counterparts in the private and public sector as well as development partners
Proactively identify potential investment partners and opportunities based on industry experience, reputation, market potential, financial capability, and strategic fit
Assess the attractiveness of specific investment opportunities with a strong focus on credit quality and development impact and make recommendations to IFC’s management
Execute loan, equity, and mezzanine financings including processing mandates, conduct due diligence, structuring deals, negotiate terms and documentation, arrange syndications, and process internal approvals
Work closely with IFC’s specialists to manage environmental, social, technical, legal, insurance, corporate governance, and other risks in projects and champion IFC’s sustainability offerings to clients
Monitor clients’ compliance with the terms of investment agreements, prepare timely supervision reports, identify early warning signs, and, when necessary, formulate/implement strategies for work-outs, restructurings or reschedulings
Provide high quality client service throughout the project cycle from transaction sourcing and processing to supervision
At least 6-8 years experience in finance with a proven track-record of sourcing, structuring and closing investments in the infrastructure sector
Knowledge of overall industry sector trends; experience in emerging markets, including the EAP region
Strong business development, structuring and client relationship skills, track record and ability to focus on clients needs effectively
Strong track record of negotiating complex transactions including those involving capital markets/ use of structured finance products
Sound business judgment in identifying potential business partners
Strong financial and credit skills; demonstrated ability to structure a variety of complex financial instruments (debt and equity)
Team player & ability to mentor junior investment staff
Willingness to travel extensively in the region

Associate / Investment Officer Resume Examples & Samples

Bachelor degree in Economics, Engineering or Business Administration
MBA or equivalent degree required
At least 3-5 years of experience in finance, with a proven track-record in structuring transactions and/or investments
Previous experience in infrastructure sector and financial modeling required
Strong financial and credit skills
Excellent verbal and written English and Spanish; fluency in other languages is a plus
Ability to work efficiently with teams, deliver high quality work within deadlines, and to meet team objectives

Senior Investment Officer Resume Examples & Samples

At least 10 years of experience in infrastructure finance, private sector participation projects and project management, with a proven track-record of originating, structuring and closing investments
Experience interacting with Colombian Government at municipal and/or National level desired
Experience in Colombia
Manage relationships directly and independently with potential clients at the most senior level and with financial and technical partners as well as senior government officials
Excellent verbal and written English and Spanish; fluency in both languages
Strong inter-personal skills, ability to interact effectively with clients and teams
Ability to lead teams effectively, deliver high quality work through the teams within deadlines

Senior / Principal Investment Officer Resume Examples & Samples

Build and maintain strong relationships with prospective clients and investee companies
Develop a strong pipeline of good quality infrastructure investment opportunities
Evaluate, structure, negotiate, and close new transactions
Manage portfolio exposures to optimize IFC value add, secure timely repayment of loans and strong exits on equity investments
Lead and manage project teams, coach and develop junior staff
Collaborate in developing sector and/or regional strategies
An MBA or equivalent professional qualification with a minimum 8 years relevant work experience in China
Strong business development and client relationship skills, track record and ability to focus on clients’ needs effectively and identify potential business partners
Excellent verbal and written communication skills in Chinese and English, preference for native fluency in Putonghua
Good “deal sense” based on demonstrated strong analytical skills and sound business judgment
Excellent people management skills and openness to feedback; new ideas and ability to guide staff to solutions to problems

Associate Investment Officer Resume Examples & Samples

Monitor clients’ compliance with the terms of investment agreements, prepare timely supervision reports, identify early warning signs, and, when necessary, formulate/implement strategies for work-outs, restructurings, reschedulings, capital increases, equity sales, etc
Identify and evaluate opportunities to increase the social development impact of new or portfolio projects
Assist in evaluating, structuring, negotiating, and closing new debt and equity transactions
Provide high quality client service throughout the project cycle from transaction sourcing and processing to portfolio supervision
MBA or equivalent degree with 5-8 years of relevant professional experience in investment/corporate banking, project finance, and/or equity investing
Thorough understanding of economic and commercial trends, investment environment, and key private sector players in Pakistan
Strong analytical and financial structuring skills (including financial modeling experience) and sound business judgment
Appreciation of legal, technical, environmental, social, and other considerations in project and corporate finance investment and portfolio supervision
Fluent in English with excellent written and verbal communication skills. Working knowledge of Arabic is desirable
Strong interpersonal skills and ability to work in culturally diverse and geographically dispersed teams
Proactive, self-motivated, and well-organized
Ability to work well under time pressures
Wiling to extensively travel

Associate / Investment Officer Resume Examples & Samples

Assist in evaluating, structuring, negotiating, and closing new transactions
Develop appropriate financial structures for straightforward transactions
Supervise existing portfolio of clients, participate in and lead portfolio actions such as changes to approved terms, restructurings, equity sales, etc
Participate or lead negotiations as appropriate; use financial competences and interpersonal skills to overcome impasses and lead negotiations to a successful outcome
Work with senior staff to develop a strong pipeline of good quality investment opportunities
Build and maintain strong relationships with clients, global and regional private businesses, banking and multilateral partners to develop specific investment opportunities
Coordinate closely with social, environmental, and technical assistance colleagues in order to add value to our clients' businesses, find pragmatic solutions to the specific sector challenges, and achieve sustainable development impact
Identify and evaluate opportunities to increase the social development impact of new and portfolio projects
4+ years’ experience in finance with a proven track-record
Strong financial and credit skills; demonstrated experience in a variety of financial instruments (debt and equity)
Solid knowledge of industries, industry trends and opportunities in the sub-region
Excellent verbal and written communication skills in English and Russian. Fluency in Ukrainian is a plus
Genuine commitment to sustainable development and to highest ethical standards

Investment Officer Resume Examples & Samples

Develop a thorough understanding of the target countries in the East Asia region, provide market intelligence and develop strong business network, build a network of regional and international investors/ fund managers and maintain relationships
Review, screen and analyze private placement memoranda received either directly from general partners or indirectly through private placement agents to check adherence to IFC’s investment guidelines, the discipline of the general partners' capability in deploying funds, managing portfolios and delivering upper quartile returns
Undertake due diligence of potential fund investments and coordinate the involvement of relevant industry and regional departments and business development colleagues
Actively participate in the structuring, negotiating and execution of deals in a lead or supporting role
Prepare investment review materials and presentation to investment committee to obtain approval. Negotiate in coordination with internal and external legal advisors the legal agreements and documentations of the fund
Coordinate with Industry and Regional Departments, working together to add value to our client’s business, find pragmatic solutions, and achieve a sustainable development impact
Undertake routine portfolio supervision reviews of investee funds and their investee companies, prepare supervision reports as and when needed including portfolio performance appraisal using the audited financial statements of funds to determine level of diversification, net asset and fair market valuation, and performance analysis in comparison to relevant benchmarks
Track compliance of portfolio funds with reporting requirements, including monitoring the flow of financial statements and other reports, coordinate communications with the necessary departments; monitor compliance with the legal agreement with IFC; propose courses of action in the event of non-compliance
Develop IFC’s relationships and co-investment strategies with its fund managers
Communicate, internally and externally, IFC’s strategy for funds as well as our rationale for engaging in specific transactions
Minimum eight years relevant work experience
Masters degree in Business Administration or a post-graduate degree(s) in equivalent fields such as finance and business, from an institution of high standing
Good business development and client relationship skills, record of successful client relationships, ability to focus on clients needs effectively
Sound business judgment in identifying potential business partners and businesses
High professional integrity
Ability to think independently, analyze problems and identify appropriate solutions
Ability to analyze complex structures and assist clients in financial structuring
High degree of initiative, flexibility, reliability, discretion and willingness to learn
Self-starter with excellent organizational, administrative and time management skills with proven ability to work promptly and efficiently under pressure and meet tight deadlines
Highly motivated and energetic, outstanding interpersonal skills, with a collegial and sharing work style; comfortable working in a matrix organizational structure, ability to interact effectively with clients and colleagues from various cultural backgrounds, ability to work with people at all levels (inside and outside of IFC) with demonstrated team spirit and responsiveness and demonstrated ability for team work
Excellent verbal and written communication skills in English is a must
Candidates with Chinese (Mandarin) language skills will be given preference
Ability and willingness to travel
Knowledge of the private equity market in emerging markets, as well as the critical success factors for investing in private equity funds
Demonstrated experience and track record in analyzing, investing in, and monitoring the performance of private equity funds
Ability to negotiate and analyze proposed legal terms and conditions for fund investments, and familiarity with legal agreements and structures

Trust Investment Officer Resume Examples & Samples

Analyzes securities presently used in $330 million of assets under management for quality and continued use as well as securities proposed for future use. Security types include mutual funds, stocks, exchange traded funds, and bonds
Makes buy/sell recommendations for TIM review and approval; completes these transactions in the absence of TIM
Performs research and preparation to conduct advisor and client conference calls
Initiates correspondence with advisors and clients as needed to maintain accounts
Maintains customer service focus with advisor and client communications by phone and in writing as needed to assure high level of service and responsiveness
Promptly responds to incoming calls and emails each day, meeting department's expected service levels
Understands and is able to communicate all aspects of IMAs
Gathers information and prepares analysis for TIM presentation at monthly Trust Investment Committee (TIC) and weekly Trust Administrative Committee (TAC) meetings
Completes special projects as required and assigned by TIM and Trust Department Manager
Coordinates IMA proxy voting to include needed research for voting decisions, preparing ballots, and presentation for TAC meetings. Completes proxy voting after TAC approval and maintains proxy voting history
Gathers information needed to implement IMA working with advisors, clients and TIM; conceptualizes proposals and transfers to formal written document for advisor presentation to client
Ensures accurate cost basis for assets transferred in kind to Trust Department Accounts
Researches and prepares IMA accounts for annual review by TIM
Develops and implements recommendations for process improvements
Reviews and makes recommendations for changes to the Department's investment policies
Provides training as needed to advisors, Home Office and Trust Department staff on all phases of investments
Responsible for marketing trust and investment management services to advisors and prospective clients via conference callas, webinars or in person, as needed
Strong communication skills, both written and oral, including ability to communicate complex concepts in simple terms
Proficient in Microsoft Excel
Experienced with Microsoft Word, Outlook, and PowerPoint
Well versed in various types of securities to include mutual funds, stocks, exchange traded funds, and bonds
Must understand asset allocation and diversification strategies, implications of portfolio management and rebalancing
Organized and detail oriented; able to prioritize work
Able to multi-task; adapt to rapidly changing environment
Compatible with others; will be required to work closely in team environment
Able to problem solve independently
Ability to travel, as needed, to meet with clients, prospects and/or advisors, or attend workshops/conferences
Ability to develop and execute systematic processes to complete projects
Ability to compassionately handle client and advisor issues
5-10 years financial services/trust experience
Positive attitude; desire for continuous improvement
College degree required, with a business or accounting degree preferred
Financial certification a plus (CFP®, ChFC, etc.)
Series 63, 7 licensing required (or must acquire both within 90 days of hire)

Senior Investment Officer Resume Examples & Samples

Develop a strong pipeline of good quality investment opportunities by anticipating market trends and employing sector/country knowledge
Develop innovative and appropriate financial structures for complex transactions
Execute IFC s project development investments with a strong focus on achieving bankable projects
Lead negotiation/documentation teams; use strong negotiation skills to develop solutions and overcome impasses in straightforward and complex transactions
Lead and manage project teams, mentor and develop junior staff
Liaise with support departments such as Legal, Credit and Environment & Social to ensure the existing projects are adhering to IFC’s policies and standards
Understand and apply IFC’s Operational Procedures and New Business Operations and Supervision processes
Independently process disbursements, waivers and other ongoing project related activities
Prepare quarterly internal supervision reports for the assigned projects
Identify early warning signals for the assigned projects and where necessary, formulate and implement intervention strategies for work-outs, restructuring or rescheduling
Monitor equity holdings and develop and implement sales strategies to maximize IFC’s return and development impact
Ensure any downside risk is mitigated via relevant strategies, appropriate management actions, or through use of market based risk management instruments and strategies
Identify opportunities for further business with existing clients in the areas of investment, technical assistance activities (e.g., sustainability) and financial services (e.g., clean technology)
Conduct sector and market research and assist in the preparation of country and sector strategy papers, briefs and project profiles. This would require working closely with the World Bank country and sector teams
Extract and feedback lessons of experience from IFC’s earlier investments
MBA, Masters Degree in Finance or Equivalent
At least 12-15 years of work experience of which at least 8-10 years for a major commercial or investment bank with significant emerging markets presence, an international financial institution or a private equity firm
Experience in portfolio supervision and/or investment transaction, with proven success in developing client relationships as well as sourcing, negotiating, structuring and closing quality investments
Knowledge of and experience in emerging markets; knowledge of the agribusiness sector/sub-sectors a plus
Strong financial and credit skills; sound business judgment and demonstrated ability to structure a variety of financial instruments (debt and equity)
Client relationship skills, track record and ability to focus on client needs effectively
Proven ability to work independently and deliver promptly and efficiently under pressure and meet tight deadlines
Willingness to travel extensively and geographic flexibility
Excellent verbal and written communication skills in English and French; fluency in other languages (Portuguese or Spanish) a plus

Senior Investment Officer Financial Institutionsgroup Resume Examples & Samples

Develop a strong pipeline of good quality investment opportunities through anticipating market trends and employing sector/country knowledge
Hold self and team accountable for risk management and outcomes
Ability to interact directly and independently with the senior management of potential clients, of financial and technical partners as well as senior government officials
Good relationship management skills with proven track record of success in developing client relationships and execution of client engagements

Senior Investment Officer Resume Examples & Samples

Recommends and directs investment strategy for all United Nations Secretariat funds, including the choice of the types of market instruments to use
Monitors and evaluates worldwide international financial markets and adjusts investment maturity strategies accordingly
Through understanding of credit and risk management for different assets classes, monitors credit risk and ratings changes
Responsible for daily cash requirements for liquidity of global pool participants
Directs and, in some cases, trades fixed income, equities and money market instruments in USD, EUR and CHF currency with approved counterparties according to established guidelines
Directs the execution of foreign exchange transactions of major and exotic currencies
Directs formulation and execution of foreign exchange hedging program and budget rate setting
Responsible for ISDA Master Agreement implementation in collaboration with the Office of Legal Affairs
Responsible for daily operations related to investment and foreign exchange transactions
Recommends to the Treasurer, the list of financial institutions to be used by the United Nations, including limits
Cash management, manage daily cash requirements to insure adequate levels of cash are available to meet operational
Forecast, monitor and track currencies with the aim of developing cash flow models that ensure the appropriate level of funding of global cash positioning and optimal currency exposure forecasts
Working closely with other areas on developing reports for cash forecasting

Investment Officer, Real Estate Finance Group Resume Examples & Samples

Minimum of 5 years’ experience in real estate credit or lending experience, preferably with a financial institution
Minimum of bachelor's degree, or preferably advanced degree in business, economics, finance, urban planning or real estate
Knowledge of mortgage terminology and documentation, industry credit standards, the ability to analyze cash flows, familiarity with the legal system, understanding of local market conditions and economies, financial markets, construction methods, appraisal techniques, and John Hancock's lending policies, procedures, and standards
Other skills necessary include marketing and sales negotiation, interpersonal relations, gathering and evaluation of due diligence in support of a loan request, financial statement and spreadsheet analysis, time management and organization. Also necessary are the ability to communicate effectively with others, appraise all types of commercial real estate (office, industrial, retail and apartments), structure complex transactions, and assess the adequacy of documents
Ability to underwrite and appraise office, retail, industrial and multi-family properties
Ability to communicate effectively both in written and oral formats
General understanding of real estate law, leases and other real estate contracts and industry credit standards
Ability to structure real estate lending transactions within the bounds of John Hancock's lending policies, procedures and standards
General understanding of economies, financial markets, construction methods, appraisal techniques, and cash flow and financial statement analysis
Possess skills in marketing, negotiation, and interpersonal relationships

Investment Officer, Trade Execution Resume Examples & Samples

Provide the best trade execution across a range of global equities and other relevant securities by safely, timely, and effectively executing trades
Participate in the development of trading strategies by communicating with Investment Officers, Portfolio Assistants, brokers and other counterparties
Contribute to the Trade Execution team by working on projects to help in the development, maintenance, and enhancement of the trading platform within the Investments Management Division
Execute securities buys and sells authorized by Senior Investment Officers
Manage orders and trade flow in a logical risk-controlled manner with a high sensitivity to fiduciary responsibilities
Monitor trades which Senior Investment Officers place through the Order Management System from execution to settlement by fulfilling instructions from Senior Investment Officers
Support the various Equity Investment teams by providing market intelligence and insight, technical analysis, macro strategy, trade ideas and data requests
Support the portfolio management process by acting as the broker contact point for primary/secondary offerings, bid-offers, buy/sell ideas, recommendation changes, and major economic and company news. Pro-actively contribute to the investment process by reducing transaction costs and indentifying alpha opportunities in global equity markets
Create reports to review brokerage execution costs and quality that will be integrated into the broker evaluation process to enhance the Investment Management Division’s accountability and transparency
Cross-train with other traders to enable flexible trading-desk team coverage
Review transactions to ensure accuracy of information and that trades conform to different market regulations; inform management regarding fluctuations and irregularities
Ensure trades are in compliance with internal IMD requirements and with rules and regulations in various local market jurisdictions
Act as liaison with the Operations department to ensure proper settlement of trades
Help to reconcile trading discrepancies between Operations and brokers
Help the Senior Trade Execution Officer by generating reports that indicate achievement of the Trade Execution team’s goals of lowering transaction costs, decreasing slippage, and reducing market impact
Work on special ad-hoc projects and perform other duties as required

Investment Officer Resume Examples & Samples

Work closely with general partners, advisors, and legal counsel to implement goals and objectives
Identify, evaluate, recommend, and monitor private equity investments
Perform due diligence on potential investment opportunities
Negotiate legal and business terms and conditions in partnership agreements
Prepare written materials for and make oral presentations to the Board and its Committees
Maintain and develop relationships with WSIB's private equity general partners and attend partnership meetings as required
Frequent business travel is required, including internationally, as this is an actively monitored portfolio which includes a significant non-U.S. component
Bachelor's degree in business, finance, accounting or related field
Three years or more comparable experience in institutional private equity investment management
Either of the following may substitute for up to one year in total of the three years of experience requirement
Certification as a Chartered Financial Analyst (CFA)
Specialized Industry Knowledge – A working knowledge of all sub-classes of private equity, including venture capital, growth equity, leveraged buyouts, and distressed and international credit strategies
Analytical Skills – The ability to analyze investment opportunities, identify merits and concerns, evaluate risks, research issues, and make recommendations
Computer Skills – Proficiency in Word, Excel, and PowerPoint
Communications Skills – Excellent written and oral communications skills are essential. The IO prepares written due diligence reports for presentation to the Private Markets Committee, and makes oral presentations to the Private Markets Committee and Board. The IO will also complete written quarterly monitoring reports and must clearly and concisely document issues discussed at partnership annual meetings and advisory committee meetings
Interpersonal Skills – The ability to work well with other investment officers as part of a team, which is critical to the success of the private equity unit. In addition, the IO will coordinate and facilitate work flow with a diverse group of external parties, including consultants, attorneys, managers, and general partners
Negotiating Skills – The IO must have excellent negotiation skills. The IO participates in the negotiation of terms and conditions in complex limited partnership agreements
Time Management/Organizational Skills – The IO must have the ability to effectively manage multiple projects simultaneously, often complicated by tight time frames and travel demands

Principal Investment Officer Resume Examples & Samples

Lead multidisciplinary teams in evaluating, structuring, negotiating, and closing debt equity and mezzanine investments. Focus will be on INR’s largest and most complex transactions, and primarily equity
Assume senior-level responsibility for key equity and mezzanine holdings, including portfolio management, follow-on investments, restructurings, and exits
Serve as IFC’s nominee director on the boards of investee companies
Contribute to IFC’s repository of industry specific and equity/mezzanine product know-how, lessons learned, and other tools for better and more efficient decision-making
Promote an equity culture, provide guidance and mentoring to junior staff
At least 15 years’ track record in project finance and as direct investor in private equity and/or mezzanine products in emerging markets
Proven ability and track record of engaging with client companies and shareholders at most senior/ decision making levels
Experience in and market/technical knowledge of INR sectors
Top-level negotiating and structuring expertise
Well-developed network among financial and strategic investors and potential investee companies
Experience in portfolio management, including exits. Prior experience as a board director is a distinct advantage
Advanced degree required, MBA from leading international institutions preferred. Written competency and spoken language fluency in English. Arabic and French is a plus
Excellent financial and analytical skills
Ability to work in multicultural teams and on multiple projects simultaneously Women are encouraged to apply. Salary will be commensurate with qualifications and experience. IFC offers rewarding careers in a global work environment. For Corporate information, please visit www.ifc.org. Please be aware that only shortlisted candidates will be contacted

Investment Officer Resume Examples & Samples

Identify and manage risk exposures in accounts via preparation of quarterly reports (concentrations, high cash, NY mutual funds, non-researched managers and funds) and resolve risk items
Monitor and research daily asset allocation and restriction alerts to ensure that violations are resolved
Prepare a variety of business and operational reports for management and board meetings, including scheduling committee meetings, preparing minutes, and maintaining files
Maintain monthly group calendar, schedule of committee meetings and report deliverables, handle payment of expenses
Gather materials needed to respond to requests from OCC, Internal Audit, and internal partners (Compliance, Investment Product Risk, Operations, etc.)
Participate in various projects with the goal of creating efficiency while automating manual processes and procedures
Perform investment manager due diligence, performance review and attribution, and ongoing monitoring
Manage an automated investment review tool (Citi Trust Platform)
Establish the investment objectives for discretionary trusts
Determine the appropriate asset allocation and manager selection strategies
Review and approve investment requests and proposals for discretionary accounts
Perform periodic investment reviews and present the results to senior management
Research and respond to inquiries from trust officers on investment matter
Enter/review/approve mutual fund and ETF trade orders
3 years of investment management experience with a focus on trust/fiduciary management and open architecture for traditional and alternative investments, including manager research and due diligence
Demonstrated ability to work independently, multi-task, and use sound reasoning and judgment
Strong knowledge of financial markets including experience executing securities transactions in global fixed income and equity securities
Prior private banking/high net worth client experience
Proven presentation, organizational and problem-solving skills
Knowledge of Fi-Tek, Charles River and Pershing/Lockwood preferred
Excellent PC skills, including advanced knowledge of Microsoft Office Applications

Investment Officer Resume Examples & Samples

Proactively undertake and assist in business development by originating and managing marketing activities in Pakistan, and identifying PPP projects for possible IFC advisory assistance
Meet with government ministries and departments in Pakistan, as well as other countries, as required, to discuss and assess their needs and ideas for possible PPPs to improve access, services and infrastructure
Undertake project scoping to identify and assess potential projects
Assist in the day to day management of project teams working on sell-side PPP mandates, including review of legal and technical outputs, documentation and financial models
Analyze, structure, develop innovative PPP projects and present recommendations to team leaders and clients
Manage client expectations and provide appropriate advice as necessary through proposing practical solutions
Manage marketing of project concepts to bidders, completing road-shows, prequalification, tendering and award, and the final negotiation of project agreements leading to financial close
Coordinate closely with other parts of IFC including environmental, social, legal, other advisory, investment and World Bank colleagues in order to provide bespoke solutions to the clients to achieve sustainable development impact
Minimum 7-9 years of relevant experience with a leading institution working on PPP transaction advisory on buy and/or sell side, privatization advisory, project finance, project development - all with focus on the infrastructure sector. Work experience of sell side PPP advisory will be considered a plus
Strong experience in infrastructure sectors particularly power and renewables with knowledge of legal and regulatory requirements in Pakistan
Strong existing relationships with government officials, financial institutions, project developers, investors and technical and legal consultants in the infrastructure space in Pakistan is preferred
Strong analytical and financial structuring skills and sound business judgment in identifying potential business partners, strong business development and client relationship skills
Knowledge of overall industry sector trends and experience in infrastructure transactions, trends and sector developments in Pakistan
Ability to operate in large, culturally diverse and geographically dispersed teams
Ability to work under pressure and deliver high quality work within deadlines to meet team objectives
Excellent communication skills in English and Urdu.Application Instructions
Please note only shortlisted candidate will be contacted

Investment Officer Resume Examples & Samples

Help develop a strong pipeline of good quality investment opportunities through proactive origination/business development and developing and employing sector/country knowledge, in particular leveraging IFC’s office in London as a significant global hub for the industry with a large concentration of IFC clients, sponsors, financiers and development partners
Support new business development leads in their roles as Relationship Manager for key sector clients – including regional as well as global clients
Screen proposals and prepare preliminary investment reviews with a key focus on overall credit assessment, investment attractiveness, deal structuring and strategic fit
Lead the investment and credit process, coordinating with legal, environmental & social, insurance specialists, economists, country officers, as well as discussions with senior management and World Bank officials
Evaluate, structure, negotiate, and close new transactions, portfolio restructurings, rescheduling, capital increases and equity sales, as necessary, recommending suitable structures for a range of complex transactions
Actively manage an assigned portfolio of investments, including monitoring and ensuring compliance with the terms of the investment agreements, preparing timely credit risk assessment reports and equity valuations, processing redeterminations including with the technical bank role, tracking and recording the development impacts of projects, and developing and implementing equity sales strategies
Assist in the formulation, monitoring and updating of IFC’s strategy in the oil & gas sector, working with IFC’s regional industry and regional departments and in close coordination with the extractive industry groups at the World Bank
Assist in the development and execution of the global oil & gas team’s knowledge management
Actively mentor junior staff, including colleagues new to the sector and IFC
At least 6-10 years of experience in finance with a proven track record of sourcing, structuring and closing investments in the Oil & Gas sector
Strong business development and client relationship skills, and ability to focus on clients needs effectively
Ability to interact directly and independently with the senior management of potential clients, of financial, legal and technical partners, as well as senior government officials
Sound business judgment in identifying potential business partners and investment opportunities
Strong modeling, financial, credit and equity skills; demonstrated ability to creatively structure a variety of complex debt and equity instruments
Excellent verbal and written communication skills in English; fluency in other languages (Arabic, French, Portuguese, Spanish) a plus
Strong interpersonal skills, ability to interact effectively with clients and colleagues from various cultural backgrounds and to mentor junior staff

Investment Officer Resume Examples & Samples

Identify, structure, execute and supervise viable investment transactions in Brazil and the broader LAC region, which maximize development impact as well as profitability
Build a strong pipeline of potential investment opportunities in Brazil and the broader LAC region
Develop and implement innovative and appropriate financial structures for complex transactions
Appraise and negotiate transactions, which shall include conducting company due-diligence, valuation, financial analysis, transaction structuring and documentation
Lead project teams, mentor and develop junior staff
Build and maintain a network of local and regional co-investors and co-lenders to develop specific investment opportunities and to provide funding alongside IFC
Establish and maintain relationships with TMT industry players in LAC
Manage IFC’s investments in select portfolio companies, including monitoring and ensuring compliance with the terms of the investment agreements, preparing timely credit risk assessment reports and equity valuations, and developing and implementing equity sales strategies
Collaborate in developing strategies for various TMT sub-sectors
Develop new initiatives for investments in the TMT sector in LAC
Work closely with IFC's LAC regional departments to deliver IFC's investment targets and development impact
At least 6 years of relevant investment experience with a proven track-record of sourcing and closing transactions
Strong investment and credit skills are essential, with sound understanding of equity investments and/or project finance
Knowledge of the TMT sectors is preferred, specially through experience of investment and/ or portfolio supervision experience in emerging markets is necessary
Investment experience in Brazil and LAC is preferred
Strong analytical and problem solving skills with demonstrated ability to work with a variety of complex financial instruments (debt and equity)
Ability to interact directly and independently with the senior management of potential clients, technical partners and senior government officials
Existing relationships and network amongst LAC focused private equity funds, commercial and investment banks, investment advisors and strategic investors preferred
Successful candidates should have the ability to work in a multi-country team, to actively be involved in multiple projects and to mentor junior staff
Excellent verbal and written communication skills in English and Portuguese is essential, fluency in Spanish is a plus.World Bank Group staff on regular or open-ended appointments, if selected, will maintain current appointment status

Investment Officer Resume Examples & Samples

Develop investment promotion strategies in the country, including targeting potential investors and promoting IFC's products and services proactively
Provide supervision and support to more junior staff, managing and coordinating projects and work program of the team across the regional hub
Work with the FIG country team, country and industry managers to assist in the formulation of the FIG client strategy
Fluency in English and Portuguese essential and preferred fluency in Spanish.Note: IFC offers a highly challenging and rewarding working environment with outstanding opportunities for professional growth, as well as attractive conditions. Women are strongly encouraged to apply

Investment Officer Resume Examples & Samples

Develop and promote IFC’s Venture Capital investments in consumer internet, eHealth, edtech, and cleantech in East Asia
Build a strong pipeline of potential investee companies to initiate new equity investments
Conduct analysis of and follow up on new business opportunities, and liaise extensively with colleagues worldwide
Participate in and lead negotiations and transaction structuring with potential investee companies as well as due diligence
Support of existing portfolio investments including strategic and value-add activities with portfolio company management and co-investors
Establish networks with financial institutions and investors, including venture capital, private equity firms and strategic investors, active in the consumer internet, eHealth, edtech and cleantech sectors across East Asia
Advanced degree required, MBA from leading international institutions preferred
Candidates with strong technical or engineering background, coupled with financial knowledge, preferred
5+ years of experience in investment banking, consulting or PE/VC, or Business Development with a technology company, preferred
Strong financial, analytical and modeling skills
Experience in negotiating and structuring equity transactions, valued
Experience in portfolio management, including facilitation of exits, valued
Strong interest in developing markets, venture investing and emerging technology areas
Team player with strong interpersonal skills, and ability to work successfully with clients and colleagues from various cultural backgrounds
Effective and concise communication skills
Fluency in spoken and written English; a multi-lingual background will be viewed upon favorably.As mentioned in the background section, the position will be based in one of IFC’s East Asia Offices i.e. Singapore or possibly other locations. The selected candidate will report to the Regional Lead for East Asia (for VC) and the Global Head of VC. In the cover letter, candidate’s should indicate clearly why they are interested in Venture Capital. Female candidates are encouraged to apply. For Corporate information, please visit www.ifc.org/vc. Please be aware that only short-listed candidates will be contacted

Principal Investment Officer Resume Examples & Samples

Evaluate, structure, negotiate, and close equity transactions: lead structuring and execution; use strong negotiation skills to develop solutions and overcome impasses in straightforward and complex transactions
Manage relationships with existing and potential FIG Equity clients, investors and arrangers
Facilitate interactions and knowledge sharing among IFC clients and within IFC
Recent capital markets experience in emerging markets: 8-12 years of experience, with significant exposure to equity transactions
Strong analytical and credit skills and excellent business judgment
Track record in EM capital markets transactions, with proven success in developing client relationships, identifying new business with new and existing clients, negotiating and processing quality investments in difficult environments and portfolio monitoring
Knowledge and experience in international economic development arena and commitment to sustainable development
Willingness to travel.IFC offers a highly challenging and rewarding working environment with outstanding opportunities for professional growth, as well as attractive conditions. Women are strongly encouraged to apply.All applications will be treated in strictest confidence. Only applicants selected for interviews will be contacted

Executive Assistant to the Chief Investment Officer Resume Examples & Samples

Coordinate with business units for the timely submission of reports for the Board and Board-level Committee meetings
Consolidate the presentation materials submitted by the business units for the Board and Board-level Committees and submit to the Risk Officer, Compliance Officer and Chief Investment Officer for review and approval
Submit approved business unit reports to MP Head of Legal for distribution to Board of Directors
Prepare minutes of meetings for Investment Committee and Management Committee meetings
Assess inquiries/requests/documents addressed to the Chief Investment Officer and refer these to the appropriate business unit for initial review/screening prior to forwarding the inquiries/requests/documents to the Chief Investment Officer, as may be necessary
Review completeness of required supporting documents to reports and other documents that require the Chief Investment Officer’s approval
Coordinate with other business units for gathering of data required for reports and presentations of the Chief Investment Officer
Coordinate with Regional, internal and external key contacts for the schedules of meetings that need to be attended by the Chief Investment Officer and ensure that the Chief Investment Officer’s appointment calendar is updated
Plan and organize events/meetings such as business planning, team building and Investment Committee and Management Committee meetings and other activities
Responsible for the travel arrangements, reimbursement and liquidation of business expenses of the President
Perform other tasks and special projects that may be assigned from time
Bachelor’s Degree in any business-related course
At least 2 years of relevant experience
Proficient in Microsoft Programs (Word, Excel, Powerpoint)

Investment Officer Resume Examples & Samples

Generates sales leads through research, centers of influence and personal contacts
Develops a perspective on more complex clients by gathering personal data and information on financial objectives and risk
Selects specific FFB asset allocation strategies according to client goals and risk tolerances. Implements FFB asset allocation strategies for new and incremental assets within more complex client accounts
Coordinates unique portfolio requirements or client situations with FFB Investment Committee
Implements limited customized portfolios for applicable clients as deemed appropriate by the FFB Investment Committee. Manages customized relationships within FFB Wealth Management policies, procedures, and protocol
Maintains relationships with existing clients. Delivers annual investment reviews to clients. Communicates updates to FFB portfolio strategies to clients and prospects
Maximizes client satisfaction to ensure retention of clients; expands relationships by reviewing needs and recommending investment solutions
Serves on the FFB Investment Committee as client advocate and strategy consultant
Completes regulatory investment review requirements for assigned client accounts. Ensures compliance with all requirements
Strong communication and presentation skills; able to effectively articulates investment strategies and options to clients
Demonstrated commitment to professional development
Demonstrated knowledge of industry practices and regulations
Minimum of seven (7) years of successful investment and/or portfolio management experience; experience working with clients with complex investment portfolios
Relationship management experience with clients is required
Knowledge of investment solutions, risk management, asset allocation and program design
Business development experience is a plus
Experience in banking or financial services is preferred
Bachelor’s degree in Business or other related field of study
CFA/CFP designation is preferred
LI-FF

Investment Officer Resume Examples & Samples

Identify and execute investment transactions across Latin America, which maximize developmentimpact as well as profitability
Build a strong pipeline of potential investment opportunities
Help develop and implement innovative and appropriate financial structures for complextransactions
Appraise and negotiate transactions - which shall include conducting company due diligence,valuation, financial analysis transaction structuring and documentation
Build and maintain strong relationships with TMT industry players, bankers and co-investors to develop specific investment opportunities
Take responsibility for supervision of one or more portfolio companies, with particular focus on monitoring and ensuring compliance with the terms of the investment agreements; preparing timely credit risk assessment reports; equity valuations and implementing equity sales strategies
Work closely with IFC's LAC regional department to deliver IFC's investment targets anddevelopment impact
Knowledge of the TMT sectors is preferred; equity investment and/or project finance is essential; investment transaction and/or portfolio experience in emerging markets is necessary
LAC investment experience preferred
Strong financial and credit skills; demonstrated ability to work with a variety of complexfinancial instruments (debt and equity)
Ability to interact directly and independently with the senior management of potential clients,technical partners and senior government officials
Existing network amongst LAC telecom sector companies, private equity funds, commercial and investment banks, investment advisors and strategic investors preferred
Successful candidates should have the ability to work in a multi-country team, to actively beinvolved in multiple projects and to mentor junior staff
Excellent verbal and written communication skills in English and Spanish.World Bank Group staff on regular or open-ended appointments, if selected, will maintain currentappointment status. Others will be given a 3 years renewable term contract

TRS Investment Officer Resume Examples & Samples

Demonstrated ability to exercise sound judgement while trading
Experience with order/execution management systems and with the use of direct market access (DMA) as a means of execution
Familiarity and experience trading international equities and with trading derivative securities e.g. options and futures
Familiarity and experience executing in various types of trading venues such as ECN's, ATS's, crossing networks and dark pools
Knowledge of trading platform connectivity and infrastructure
Experience with or knowledge of portfolio construction, risk management, performance attribution and operations
Strong written and oral communication skills, analytical ability, and interpersonal, mentoring and teamwork skills
Advanced degree in Economics, Finance, Accounting, Computer Science and/or CFA Charter Holder or willingness to pursue
??Commitment to providing exceptional customer service

TRS Investment Officer Resume Examples & Samples

A Master's Degree in Business Administration concentrating in Finance or a closely related concentration substitutes for two (2) years of work experience
An advanced degree in finance, accounting, business administration, economics, statistics, computer science or related field of study
Chartered Financial Analyst designation
Experience managing public equity portfolios directly or directly assisting the lead portfolio manager
Familiarity with portfolio management concepts such as risk management, portfolio construction and performance attribution
Experience with portfolio management tools e.g. Factset, Barra, Bloomberg
A high level of proficiency with Microsoft Excel and Powerpoint
Strong interpersonal skills and a team orientation
High degree of professionalism and integrity
Willingness to pursue the Chartered Financial Analyst (CFA) Charter

Investment Officer Resume Examples & Samples

Establishing the investment objectives for discretionary trusts
Determining the appropriate asset allocation and manager selection strategies
Performing periodic investment reviews, generating reports and presenting the results to senior management
Managing risk exposures in trust accounts
Reviewing and approving investment requests and proposals
Performing investment manager due diligence and ongoing monitoring
Preparing risk management reports for management and oversight committees
3 years of investment management experience with a focus on international trust/fiduciary management and open architecture for traditional and alternative investments, including manager research and due diligence
Strong knowledge and proven technical proficiency in investment management, including experience executing securities transactions in global fixed income and equity markets
Portfolio analytics skills, including competence using and explaining Monte Carlo simulation analysis
Proven experience with international trust structures and strategies
Demonstrated ability to work independently, and execute sound reasoning and judgment
Strong communication skills are required to interact effectively with private bankers, clients and their advisors
Proven presentation and organizational skills
Spanish language skills helpful

Private Equity Investment Officer Resume Examples & Samples

1) Employment Application
2) Upload your resume
3) Upload a cover letter that describes your experience, education and training related to the desired attributes listed below (no more than three pages in length)
A broad demonstrated knowledge of private equity investment strategies and markets, as well as a familiarity with institutional managers in private equity investment management. Describe how you obtained this knowledge and your plan to continue advancing your knowledge in your field
Experience selecting, monitoring, and managing financial relationships. Describe your investment analysis skills
Describe your ability and experience with communicating complex elements of private equity management (include how you articulate key issues to multiple constituencies)
Educational background with a firm grounding in economics and investments
A demonstrated commitment to integrity, ethics, and independence.Familiarity with CFA Institute Standards of Practices Handbook
Ability and willingness to travel out of state and out of country

Special Investment Officer Resume Examples & Samples

Bachelor’s degree from an accredited four-year college or university with major coursework in social sciences, law, business, economics, accounting or a closely related field
Advanced degree a plus
At least 4 years of professional asset management and/or corporate governance/ESG experience
Strong oral and written communication skills, detail-oriented working style and ability to handle cross-functional, complex projects
Demonstrates a strong ability to work within MS Excel spreadsheets, to include creating charts/graphs and an advanced capacity to produce MS PowerPoint presentations
Knowledge of core investment concepts, strategies, and asset classes
Strong knowledge of and commitment to sustainability and ESG as core tenets of investing
High degree of independence, self-direction, and time management ability
Position based in New York City

Investment Officer Resume Examples & Samples

Bachelor’s degree (preferably in Finance) required, plus minimum of 7 years of relevant work experience, including evaluating and performing due diligence with regards to alternative asset class managers, especially hedge funds and private investment funds, preferably at a progressively‐oriented endowment, foundation, family office, fund of funds, or investment consulting firm. CFA, CAIA designation or progress towards, and/or advanced degree, or equivalent, also required
Knowledge of financial and investment theory, economic and political history, and an understanding of the current investment environment. Significant, substantive experience in investments/investment analysis (including performance measurement and risk analytics)/financial markets required
Demonstrated responsibility, strong organizational skills, excellent attention to detail, and impeccable character. Ability to assimilate disparate, abundant, and complex information and summarize key points and issues. Ability to juggle multiple projects, set priorities, and meet deadlines. Superior verbal, written, and interviewing skills. Demonstrated ability to communicate effectively with senior leadership. Curious, analytical, problem solver, and entrepreneurial outlook. Positive attitude toward work; sincere interest in working at Villanova University. Ability to work in a collaborative team environment, as well as independently. Thorough understanding of and commitment to mission of Villanova. Willingness to travel (overnight, out-of-town) on average several days per month required
Proficient with Excel, Word, PowerPoint, and Outlook; database knowledge viewed favorably. Knowledge of custodian investment accounting and performance reporting systems, Bloomberg and other portfolio management and analysis software and systems
The Investment Officer must have the ability to build and maintain productive relationships and networks, interview managers in an intelligent and professional manner, interact with senior University leadership and the Board of Trustees, and work independently. The position requires the ability to handle a high level of responsibility, strong organizational and communication skills, attention to detail, critical thinking and analytical aptitude, a positive work attitude, and a passion for investments and for Villanova University

Associate Investment Officer Resume Examples & Samples

Provisional promotion qualifications: current employee of New York State with one year of permanent competitive or 55-b/55-c service as an Assistant Investment Officer
Provisional Open competitive qualifications: eight years of investment or banking experience. Investment experience involves the actual purchase and sale of securities controlling and recoding investment transactions with brokers, and reconciling monies and securities; banking experience involves cash management experience that included responsibility for determining the level of bank balances, the validity of bank charges, and the amount of “float” on outstanding payment orders to maximize investment earnings. Experience as an account or sales representative is not considered qualifying experience. A bachelor’s degree in accounting, auditing, banking services, business administration economics, or finance may be substituted for four years of the required experience
If appointed provisionally, you will be required to pass the next holding of the Associate Investment Officer Civil Service exam and be immediately reachable on the resulting eligible list

Senior / Investment Officer Resume Examples & Samples

Assist the PSP Program with its marketing activities, taking a proactive approach to developing new client contacts and project leads
Take the lead in the preparation of proposals or mandates for new projects; the preparation and negotiation of client proposals and overseeing internal approval processes
Develop a thorough understanding of Brazil, particularly its infrastructure sectors, provide market intelligence and knowledge of developments in the general business environment;b) Transaction execution
Lead several mandates simultaneously with different project teams
Oversee less experienced staff on project teams, ensuring quality execution, good client service and development of staff
Assist in (or when team leader, be responsible for) the design of Terms of Reference - TORs for specialized consultant support to project teams, the selection and management of consultants; requests for proposals and applications for funding for consultant costs
Lead technical, legal, regulatory, financial and commercial assessment of advisory transactions, as well as project structure design
Be able to directly develop complex financial models for PPP projects and oversee junior staff in the production of financial models
Manage the drafting and negotiation of contractual and bidding documents such as concession agreements, shareholder agreements, etc
Lead the marketing of the transaction to potential private sector investors
Manage the execution of competitive, transparent tender processes, and the resultant finalization of contractual agreements between investors and client governments;c) Other duties
Coordinate closely with social, environmental, and investment colleagues in order to add value to our clients' projects
Develop reports for Senior Management upon request
Perform other duties as requested by senior members of the team

Associate Trust Investment Officer Resume Examples & Samples

Manage and maintain ANTB investment monitoring systems to support on going investment activities such as trading, allocation monitoring and asset reviews. Prepare reporting related to trust account investment activities
Assist ANTB Investment Officers in the investment side of the sales process for personal trust by preparing portfolio analysis documents
Review advisor portfolio change recommendations
2 year degree or equivalent work experience
3+ years' experience with asset management systems related to custody, trading, performance calculation and portfolio monitoring
Bachelor's degree in related field
FINRA Series 7, 6 licenses

Associate Trust Investment Officer Resume Examples & Samples

Assist advisors and ANTB Investment Officers in recommending investment strategies suitable to account objectives. Monitor account investment performance and review with advisor. Responsible for the reporting on legacy positions, concentrations, and special assets with reference to clients' tax situations and financial advisor's interaction with clients on findings. Assist advisors in facilitating and coordinating investment activity with co-trustees. Respond to basic client inquiries regarding investments and conduct periodic investment reviews
Monitor a portfolio of accounts and provide support to ANTB Investment Officers by performing trade activities on their accounts as instructed. Activities may include actioning recommended investment objectives, monitoring of investment objectives and performance, account investment reviews, and performing transactions as needed (distributions, rebalancing, etc.). Review and approve basic advisor recommended buy/sell transactions
Assist in the investment side of the sales process for personal trust; review and analyze portfolios, propose change, and monitor account establishment and funding for straightforward trusts
3+ years' experience in investment portfolio construction and asset analysis
Series 7, or ability to obtain within 90 days
CTFA, CFP, CiMA, CFA, CAIA

Investment Officer Resume Examples & Samples

Assist in analysis of investment objectives, asset allocation, and investment performance
Evaluate existing managers and perform due diligence on potential investments across a wide range of asset classes including public equities, private equity, hedge funds, real estate, and distressed securities
The position will have a particular focus on the endowment’s allocation to hedge funds and private investments, for which the University has recently established direct investment programs
Preparation of performance reports, investment recommendations and presentation materials to the Investment Committee
General research and analysis of investment strategies, sectors and geographies
Attend conferences and annual meetings around the country on behalf of the endowment
Cultivate and maintain a professional network across the investment community including managers, peers, consultants, etc. to serve as a source of idea generation, manager research, and industry trends
Help to develop best practices regarding the appropriate approach to administering and monitoring the overall portfolio and individual investment managers
Work with the Director of Investments, Vice President for Finance and Controller to contribute to the development of a well-constructed, disciplined investment process including investment operations
Coordinate with all consultants, custodians and administrators to ensure robust and appropriate performance measurement, cash movement and information receipt for each investment
Perform other duties and assist with projects as assigned
Prior experience at a mission-related endowment or foundation
Experience working with alternative asset investment consultants

Associate Investment Officer Resume Examples & Samples

The Associate Investment Officer will work closely with team leaders as part of the project team to assist in the origination, due diligence, structuring, negotiation and bidding of infrastructure projects
The AIO will work with national, state and local level governments in India and other countries in the South Asia Region in identifying and developing PPP transactions for infrastructure projects. The AIO will initially and generally be working with and supporting Investment Officers but gradually would be expected to take a leadership role on existing mandates and new business development activities
Duties will include, but will not be limited to

Senior / Principal Investment Officer Resume Examples & Samples

Exercise a thorough understanding of relevant infrastructure subsectors
Develop a strong pipeline of infrastructure investment partners and opportunities
Lead multidisciplinary teams in evaluating, structuring, negotiating, and managing debt, mezzanine and equity investments
Manage portfolio exposures to optimize IFC value addition, secure timely repayment of loans and strong exits on equity investments
Coach and develop junior investment staff
At least 8 years of relevant professional experience, ideally in an international investment bank or financial institution, with focus on relevant infrastructure sectors
Well-developed network among financial and strategic investors and financiers. Strong business development and client relationship skills, track record and ability to focus on clients’ needs effectively and identify potential partners
Proven track record of sourcing, structuring and closing debt and potentially also equity/mezzanine transactions
Knowledge of overall industry sector trends, experience in emerging markets, ideally in EMENA region
Excellent client relationship, origination, financial and analytical skills
Ability to work in multicultural teams and on multiple projects simultaneously
Ability to interact effectively with clients and colleagues from various cultural backgrounds
Strong interpersonal skills, openness to feedback and new ideas, solutions oriented thinking
Written and spoken language fluency in English required. Russian language skills are a plus but not required
Advanced degree required, preferably an MBA or master of finance or equivalent field

Junior Wealth Investment Officer Resume Examples & Samples

Have experience in wealth management working with high net worth individuals
Have an understanding of investment accounts, and trusts both revocable/irrevocable
Be a self starter
Have sales experience; the ability to develop new clients and to ask for business
Have or be willing to obtain Series 7,and 66

Junior Investment Officer Custom Solutions Resume Examples & Samples

Understanding of the financial services industry and global capital markets, with an emphasis on wealth management
Ability to work independently and effectively on a team, with demonstrated leadership abilities
Proficiency in Microsoft Office including Word, Excel, PowerPoint and Access, in addition to analytical tools including Bloomberg, Factset, Yieldbook and Barclays Live
Knowledge of applicable compliance rules and regulations, along with firm policies
3-5 years of investment related experience in the Financial Services Industry
FINRA Series 7, and 63 is a plus (candidate will be expected to obtain these licenses within 3 months of hire date and additional licensing may be required)
Master’s degree and/or CFA is a plus

Investment Officer Resume Examples & Samples

Sound knowledge of investment theory and practice
Experience in investment operations, preferably in a multi-manager setup
Demonstrated sound understanding of the characteristics of a wide range of assets, including the fixed-income markets of the currencies of the SDR basket
Demonstrated verbal and written communications skills
Solid understanding of the Fund’s financial structure and operations (or willingness to develop)
Programming skills in VBA, Stata, or Matlab preferred
Commitment to work in a team-oriented multi-cultural environment
Professional certification such as CFA or FRM or equivalent is preferred

Treasury Investment Officer Resume Examples & Samples

Prepare a cash flow forecast for BPNA, BPPR and BPPR-IBE
Design, develop and implement customized funding plan for each institution in compliance with the ALCO guidelines and bank policy. The funding alternatives include: repurchase agreements (Repo), brokered deposits, Federal Home Loan Bank advances and others
Provide support to business lines in cost of funds, exception in the rate of deposits, product pricing and calculation of prepayment penalties
Update spreadsheets to calculate the pricing of securities without third party pricing
Collaborate in the investment management process and monitor its compliance with the bank policy
Assist in the security impairment analysis (OTTI memo), update of financial covenants, and calculation of different discount rates
Coordinate with credit the assessment and approval for counterparties
Assist in preparing the Treasury’s budget and support the forecasting process. Analyze variances to budget and forecast
Available for other ad hoc projects as requested

Trust Investment Officer Resume Examples & Samples

Act as fiduciary investment manager of portfolio of accounts including setting investment objectives, monitoring of investment objectives and performance, account investment reviews, and performing transactions as needed (distributions, rebalancing, etc.). Review and approve advisor recommended buy/sell transactions for assigned portfolios
5+ years' investment management experience
CFA, CAIA, CIMA, APMA, CFP or CTFA
Trust asset management experience
Experience with Hard to Value assets such as: Farmland/Ranchland, Commercial Real Estate, Closely Held Companies, MOG

Investment Officer Resume Examples & Samples

If you are applying for multiple positions, you must complete and submit a STD. 678 application for each position separately
Candidate may be selected by application packet review only
Multiple positions may be filled from this recruitment

Special Investment Officer Resume Examples & Samples

Utilize a variety of investment and accounting systems (e.g. Bloomberg, Aladdin) to monitor and maintain the fixed income investment process; stay current on technology systems applicable to short-term trading and cash management functions and identify additional systems beneficial to PICM’s operations
Use investment and accounting systems, in conjunction with support from external partners, to prepare and maintain reports including the Fund’s daily cash position; a cash flow projection to ensure sufficient funds are available for Fund operations; and daily, weekly, and monthly activity reports
Explore use of external managers for the short-term portfolio on the basis of diligence, skill and needed capabilities
Monitor, verify, and reconcile all domestic trade settlement, including brokers, and review daily trading and associated reports to ensure all transactions are accounted for
Research the cause of and reconcile holding discrepancies on a daily, monthly, quarterly, and annual basis with internal investment team, accounting, custodian, brokers, and investment systems
Assist Accounting and Legal in the collection of materials for and coordination of annual auditing
Experience and expertise in accounting and cash management in an asset management environment, ideally in a fixed income context, including experience using investment and accounting systems for cash management, reporting, and trade reconciliation (e.g., Blackrock Aladdin, Bloomberg)
Overall understanding of fixed income markets, differences in fixed income securities, credit spreads, and fixed income portfolio management
Strong written and verbal communication skills in order to produce various investment, trading, and accounting reports and present findings to Fixed Income and Fund leaders
Team player who is energized by a collaborative working environment, within the Fund and with external partners, and is able to complete assignments independently in a timely manner
High ethical standards and commitment to the fiduciary responsibilities of a pension fund
BA, ideally in business, economics, or similar quantitative field; MBA/masters and CFA pursuit preferred

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