Investment Officer Jobs in the United States
Jobot
$300000 - $375000
Houston, TX
Our client is a rapidly growing real estate investment firm focused on acquiring, managing, and enhancing high-performing industrial real estate assets across the United States. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Flagstar Bank
$113700 - $151601
Remote, MI
The ideal candidate has deep expertise in equipment finance, acquisitions, structured finance, relationship management, and credit risk analysis as well as a strong track record of closing deals with numerous strategic partners. This role will focus on originating, structuring, building relationships with strategic partners, identifying market opportunities, and executing transactions that optimize risk-adjusted returns.
Flagstar Bank
$113700 - $151601
Remote, MI
The ideal candidate has deep expertise in equipment finance, acquisitions, structured finance, relationship management, and credit risk analysis as well as a strong track record of closing deals with numerous strategic partners. This role will focus on originating, structuring, building relationships with strategic partners, identifying market opportunities, and executing transactions that optimize risk-adjusted returns.
Flagstar Bank
$111000 - $194000
Remote, AZ
This includes evaluating the adequacy of a business unit’s credit risk governance framework including risk appetite, policies, procedures, and risk reports; the depth, accuracy, and timeliness of client financial and transaction structure analyses, risk rating and regulatory classification assignment, and potential impairment for a sample of individual exposures; adherence to credit policies, procedures, and underwriting guidelines; and the quality of ongoing surveillance and problem loan management activities. 10-15+ years of prior lending, portfolio management, credit risk management, regulatory supervision, or similar experience with commercial & industrial loan portfolios, including one or more of the following portfolio types: leveraged lending, sponsor finance, healthcare, technology, entertainment finance, asset-based lending, professional practices, or high net worth individual lending.
COLUMBIA ECONOMIC DEVELOPMENT CORPORATION
Hudson, NY
The successful candidate will manage a staff of seven, administer a $1.3 million budget, implement a strategic plan, oversee a $3.5 million loan portfolio, leverage economic development funding, maintain relationships with community stakeholders, act as the agency’s spokesperson, and serve as a first point of contact for businesses desiring to grow in Columbia County. The President & CEO must be a strong leader with economic development experience, high integrity, and top-notch communication skills, capable of working with many constituencies while guiding staff to carry out CEDC’s objectives and CEDC staff in order to achieve our strategic and operational goals.
Vaco LLC
$185000 - $215000
Groton, CT
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Investments, Assets & Risk ManagementWork with financial custodians and advisors to monitor endowment performance and ensure compliance with investment policies, spending rules, loan covenants, and related agreements.
Sentry Insurance
Stevens Point, WI
Additionally, you will: Maintain industry knowledge of various investments, their characteristics and operational support methodologies by participating in meetings and conference calls with general managers, market update calls, and attending selected industry conferences. As an Investment Operations Analyst on our Alternative Investments team, you will: Review various communications and gather necessary documentation to initiate fund capital calls and distributions in a timely manner and record investment activity and valuations within internal systems.
Monterra Credit Union
REDWOOD CITY, CA
Participates on the Credit Risk Management Committee (CRMCO) in actively managing credit risk though sophisticated credit risk analytics, sound internal controls and operating procedures, and solid underwriting practices as a means of delivering on Monterra Credit Union’s lending-related value propositions while staying within Monterra Credit Union’s credit risk tolerances. Participates on and is a voting member of the Asset-Liability Management Committee (ALCO) in actively managing Monterra Credit Union’s interest rate risk, setting pricing on loans and deposits, managing net interest margin, and managing liquidity to ensure strong earnings while staying within Monterra Credit Union’s interest rate and liquidity risk tolerances.
ROCHESTER PRESBYTERIAN HOME INC
$150000 - $190000
Rochester, NY
As a nonprofit provider in the assisted living and senior living sector, the CFO will bring a deep understanding of current accounting practices and financial trends, along with experience navigating the unique financial dynamics of senior housing, including occupancy variability, rate setting, reimbursement considerations, and an evolving regulatory landscape. As a member of the senior leadership team, the CFO will operate comfortably in a highly visible role requiring sound judgment, strategic thinking, and clear, effective communication across all levels of the organization, including administrators, clinical leadership, and the Board of Trustees.
NY CREATES
Albany, NY
Coordinates emergency and business related telephone, radio, and pager communications, Provides the documentation of incidents, ensures for appropriate visitor services to include entry processing, Document patrols performed, unusual events and circumstances, requests for service and prepare reports per procedure. For positions requiring such access, offers of employment are contingent upon the employer being able to obtain the necessary authorization, including, if required, an export license from the U.S. Department of Commerce's Bureau of Industry and Security, the U.S. Department of State's Directorate of Defense Trade Controls, or other government agencies.
Vaco LLC
$140000 - $160000
Dallas, TX
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
RSI
Palo Alto, CA
Reporting to the Senior Director of Accounting, this position partners cross-functionally with Finance, Legal, HR, and external auditors, and directly manages a Senior Accountant and Staff Accountant. The Accounting Manager is a high-impact leader responsible for driving excellence across financial reporting, technical accounting, and internal controls.
Bok Financial
Oklahoma City, OK
This level of knowledge is normally acquired through completion of Bachelor’s Degree in business or related field of study and 3-5 years of directly related experience in Personal Trust and/or 6-8 years of experience in Personal Trust or equivalent combination of education and experience. You will also work within established systems to develop solutions and ensure all customer demands are met ensuring communication related to account activity, account performance, securities markets, economic trends, and value-added ideas.
First Horizon Bank
Memphis, TN
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Sales Officers are required to develop and execute regular calling programs, network externally, partner with key team members and analyze client needs to drive business results.
Bok Financial
Austin, TX
BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business or related and professional certification or post-graduate degree and 6-8 years of directly related experience in trust or 12-14 years equivalent combination of education and experience.
First Horizon Bank
Charlotte, NC
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. The role drives new production, fee income, and relationship growth by serving as lead arranger or co-arranger, coordinating underwriting, documentation, distribution, and closing in partnership with internal associates and external lending partners.
bdo consulting
$225000 - $300000
Milwaukee, WI
Analyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.
Midland States Bank
$87800 - $117000
Tarrytown, NY
The Trust Officer is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business and is expected to maintain and expand the network of centers of influence. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at HR@midlandsb.com.
BancFirst
Midwest City, OK
Monitors and manages existing credit relationships which include note renewals, reviewing and detailed analysis of current financial statements, and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring; compiles report necessary to monitor asset and credit quality and compliance with policy/regulation. Negotiates loan proposals; analyzes and evaluates credit requests and writes loan commitments; recommends appropriate credit grade; makes written loan memos/presentations for credit approval; implements approval or declination action.
Bok Financial
Woodlands, TX
BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The Investment Manager III manages difficult or complex investment portfolios for a mix of larger fiduciary accounts and investment agency relationships with broad investment strategy authority within established investment policy guidelines.
First Horizon Bank
Houston, TX
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: High school diploma or GED with some college preferred and at least 2 years of experience or equivalent combination of education and experience.
BancFirst
Oklahoma City, OK
This role focuses on acquiring new commercial and high-net-worth retail relationships, increasing deposit market share, and originating loans, while simultaneously leading branch staff, ensuring regulatory compliance, and enhancing the bank’s community presence. Manage the day-to-day operations of the branch including all Banker functions such as paying and receiving teller transactions, opening new accounts, making referrals of BancFirst products and all other Personal Banker duties.
Zurich Insurance Company Ltd.
$197800 - $324000
Rocky Hill, CT
Reporting to the VP, Casualty Lines Underwriting Officer, this position plays a key role in shaping the Liability portfolio, delivering actionable insights, and partnering with business units to execute strategy with clarity, consistency, and impact. Location(s): AM - Rocky Hill, AM - Atlanta, AM - Schaumburg, AM - New York, AM - Overland Park, AM - Chicago, AM - Dallas, AM - San Francisco, AM - Houston, AM - Philadelphia, AM - Los Angeles, AM - Boston.
Barclays
Whippany, NJ
Identification and investigation of potential weaknesses and issues within internal controls to promote continuous improvement and risk mitigation aligned to the bank’s control framework, prioritised by its severity to disrupt bank operations. You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.
Charles Schwab
Austin, TX
Most of the Business Development Officers time will be spent engaging potential investors of the offer, internal partners, and clients of SWA as we seek to meet each investor’s needs with the best-in-class services of Charles Schwab. The Business Development Officer, Schwab Wealth Advisory role will help promote, retain and delight clients of Schwab’s premier wealth management solution, Schwab Wealth Advisory (SWA).
Barclays
New York, NY
You may be assessed on key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job-specific technical skills. Join us as a Barclays Internal Audit- AVP-Investment Bank, where you will contribute to audits related to Investment Banking by working closely with colleagues across teams.
Barclays
New York, NY
To provide financial expertise and support to specific business units or departments within the organisation, and act as a liaison between the finance function and various business units, helping to bridge the gap between financial data and business decisions. To be successful as a CFO Business Partnering & Controls VP, you should have: Ability to interpret complex financial data, simplify concepts, and deliver actionable insights using advanced tools (Excel, PowerPoint, Word).
Barclays
New York, NY
They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements. You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job-specific technical skills.
National Radio Astronomy Observatory
$130000 - $230000
Socorro, WV
The NRAO is seeking a strategic, execution-focused Deputy Chief Information Officer to lead the Observatory’s Information Technology organization through a period of significant modernization and organizational evolution. AUI’s retirement benefit contributes an amount equal to 10 percent of a qualified participant’s base pay with no required employee contribution; we also offer an optional supplemental, tax-deferred plan for employee retirement contributions.
First Horizon Bank
Greenville, SC
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Attend Relationship Manager sales meetings regularly and serve as key product partner for relationship managers for new treasury management sales, and joint calls on clients for cross sell and client retention and prospects as needed.
citi private bank
Miami, FL
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships.
bdo consulting
$190000 - $335000
Boston, MA
The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.
Charles Schwab
Austin, TX
DAFgiving360™ is an independent nonprofit organization created to increase charitable giving in the U.S. We offer a donor-advised fund program and related philanthropic tools and guidance that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the world. This role involves overseeing all business risk activities for assigned business units, identifying potential areas of compliance vulnerability and risk, providing independent effective challenge and helping the business to develop corrective action plans.
BMO Financial
$110000 - $135000
New York, NY
Application Deadline: Address: 151 W 42nd StreetJob Family Group: Capital Mrkts Sales & ServiceProvides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across full equity-linked product suite to clients through an integrated Capital Markets platform using a sector ecosystem approach. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
Amerant Bank
Miami, FL
Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. Assists the Managing Principal and Chief Compliance Officer with all matters relater to regulators, examiners and internal and external auditors including but not limited to FINRA and SEC.
Amerant Bank
West Palm Beach, FL
The Portfolio Senior Officer performs high-level financial reviews upon receipt of borrower information to identify potential weaknesses, adverse trends, or sector-related risks, and promptly escalates such concerns to Credit partners for independent assessment. While supported by the Client Support Unit in the collection of financial statements and other required documentation, the Portfolio Senior Officer, together with the RM, retains accountability for the ongoing administration of customer relationships, including the timeliness, completeness, and quality of information provided to Credit.
First Horizon Bank
Charlotte, NC
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. The role drives new production, fee income, and relationship growth by serving as lead arranger or co-arranger, coordinating underwriting, documentation, distribution, and closing in partnership with internal associates and external lending partners.
BMO Financial
$175000 - $225000
New York, NY
Application Deadline: Address: 151 W 42nd StreetJob Family Group: Capital Mrkts Sales & ServiceProvides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across full equity-linked product suite to clients through an integrated Capital Markets platform using a sector ecosystem approach. Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.
Included Health
San Francisco, CA
Starting base salary for you will depend on several job-related factors, unique to each candidate, which may include education; training; skills; years and depth of experience; certifications and licensure; our needs; internal peer equity; organizational considerations; and understanding of geographic and market data. 5-7+ years in a mix of strategy and execution roles (e.g., Chief of Staff, GM/BU Ops, Product Ops, Corporate Strategy/PE/Consulting) with a track record of shipping cross-functional programs.
Diagnostica Stago, Inc.
Parsippany, NJ
To perform this job successfully, an individual should have knowledge of Accounting software; Contact Management systems; Database software; Inventory software; Manufacturing software; Order processing systems; Spreadsheet software and Word Processing software. Collaborates with Stago HQ on Finance projects and special topicsIn collaboration with IT team, ensure financial system is stable and meets business needs, and financial records are accurate and safe guarded accordingly.
Larimar Therapeutics
Philadelphia, PA
The successful candidate will have a deep understanding of business and market dynamics, transactions and partnerships, a track record of developing and executing successful corporate strategies, robust understanding of finance, and the ability to work collaboratively with cross-functional teams. Foster collaborative and supportive cross-functional working relationships, including engaging the senior leadership team in the development and prioritization of long-term strategies and acting as a thought partner with the business to make effective and timely decisions .
Flagstar Bank
$77568 - $95799
New York, NY
This role plays a key part in supporting Credit Products Specialists in assessing credit risk, structuring commercial loans, and monitoring portfolio performance. Analysts are expected to independently conduct financial analysis, prepare risk ratings, and provide insights on credit decisions, while continuing to refine industry expertise and technical skills.
Colony Capital
$75000 - $90000
St. Louis, MO
In partnership with our Institutional Consultants, the Associate Consultant focuses on day-to-day client service and assists with cash and portfolio management while supporting our client reporting/meeting workflows and helping directly, in client-facing ways, with client meetings and projects. This advisor plays an integral role on Focus Partners Wealth Institutional Services Team as we deliver exceptional Outsourced Chief Investment Officer services to a growing and diverse group of small to mid-size institutional clients, predominantly nonprofit entities.
First Horizon Bank
Chattanooga, TN
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions .
First Horizon Bank
Orlando, FL
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions .
First Horizon Bank
Brentwood, TN
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions .
Jobot
$170000 - $180000
Davie, FL
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are a small privately owned Real Estate investment and operating company that has grown organically over the last 18 years to over 2 Million Sq Ft under management by focusing on strategic investment opportunities.
Northeast Health Partners LLC
$90000 - $120000
Greeley, CO
POSITION SUMMARY The Director of Finance is accountable for the administrative, financial, and risk management operations of the organization, including the development of a financial and operational strategy, metrics tied to that strategy, and the ongoing development and monitoring of control systems designed to preserve company assets and report accurate financial information. JOB TITLE: Director of Finance SUPERVISOR: Chief Executive Officer (CEO)CREATED: 03/06/2026 VERSION: 1REVISED DATE: VERSION:ORGANIZATIONAL BACKGROUNDNortheast Health Partners, LLC (NHP), a 501(c) (3), serves as a Regional Accountable Entity (RAE) through a contract with the State of Colorado Health Care Policy and Financing.
bdo consulting
$130000 - $145000
Grand Rapids, MI
Creates and maintains documentation to support software asset management activity, including license and contract administration to ensure compliance, software catalog maintenance including request workflow and categorization to support decision-making around suitability for new use cases and business needs. Collaborates with CIO, CTO and National IT Directors and business line leaders to develop strategies pertaining to the total lifecycle of the BDO software portfolio, including evaluation, onboarding, budgeting, ROI tracking, optimization, documentation and reporting through sunsetting, offboarding and decommissioning activity.
Columbia Greene Community College
Hudson, NY