Investment Officer Jobs in the United States
U.S. Fiduciary Services, Inc.
Lisle, IL
The Senior Investment Officer serves as a key driver of business growth and client excellence, responsible for actively expanding the firm's client base through strategic prospecting, referral cultivation, and cross-selling of investment services across AWTM and QRP channels. This may include speaking at group presentations with either AWTM or QRP personnel to cross sell investment services and as business development.
Missouri Local Government Employees Retirement System
Jefferson City, MO
Senior Investment Officer - Institutional Asset Allocator Missouri Local Government Employees Retirement System (LAGERS), one of the largest institutional investors in the United States, managing more than $11 billion in assets, is seeking an experienced institutional asset allocator to join its investment team. The Senior Investment Officer (SIO) role is responsible for portfolio construction, asset allocation, and risk management across a diversified, multi-asset portfolio spanning public and private equity, fixed income, real assets, and hedge funds.
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.
Kforce Inc.
$130000 - $160000
New York, NY
Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.
Vaco LLC
$190000 - $225000
Cincinnati, OH
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. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
Vaco LLC
$275000 - $300000
New Brunswick, NJ
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. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Mitchell Martin
$190000 - $225000
New York, NY
This role involves working closely with the risk management team to analyze and manage investment risks across various asset classes. Responsibilities include portfolio analysis, risk reporting, and operational due diligence using advanced data analysis tools.
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.
Bok Financial
Tulsa, OK
The role requires a bachelor’s degree in a relevant scientific field (such as chemistry, biology, environmental science, or engineering), a minimum of five years of experience in environmental assessment, environmental science, engineering, or a related field, a solid understanding of environmental due diligence report requirements and environmental projects, strong logical and analytical skills to address environmental risk mitigation issues, and experience with environmental risk as it relates to real estate lending, which is a plus. You will work with the Environmental Risk Manager, evaluate potential environmental issues related to proposed collateral, objectively providing internal clients with a balanced view of the risk and liabilities associated with the given property, including risk management options and strategies.
Bok Financial
Plano, 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
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.
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.
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.
bdo consulting
$225000 - $300000
Chicago, IL
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.
Bok Financial
Dallas, TX
The Treasury Management Officer III prospects, markets, sells, cross-sells, and implements the Bank’s commercial depository services and treasury management and working capital products to customers and prospects. As the treasury management team, we engage directly with clients, providing market insights and best practices on areas such as treasury optimization, reducing fraud risk, working capital benchmarking, and industry-leading trends.
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
Fort Worth, 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.
Microsoft
$130900 - $277200
Redmond, WA
Masters Degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 12+ years of post-graduate financial analysis, accounting, controllership, or finance work experience OR Bachelors degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 15+ years of post-graduate financial analysis, accounting, controllership, or finance work experienceOR equivalent experience. Masters Degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 8+ years experience in financial analysis, accounting, controllership or finance, or related field OR Bachelors Degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 10+ years experience in financial analysis, accounting, controllership or finance, or related fieldOR equivalent experience.
Discover Financial Services
$269600 - $307700
McLean, VA
Credit Risk: Support LOB teams in driving step-change improvements in credit performance by connecting drivers of future consumer credit trends to a deep understanding of community trends and conditions, to inform risk models, and test hypotheses using rigorous monitoring and analysis. This team works in close collaboration with other teams in Community Impact and Investment (CI&I), Community Finance, Corporate Communications, Public Affairs, and Intelligence as well as project partnerships with teams in Retail, BC&P, Auto, Card, and Commercial.
iCapital
$180000 - $240000
New York, NY
This individual will also be responsible for leading the implementation and administration of compliance programs for the firm’s SEC registered ETFs SEC Registered Investment Advisers, NFA and CFTC registered Commodity Pools, and other compliance-related activities as they relate to these products or entities. Demonstrated knowledge of U.S. securities laws, particularly the Investment Company Act of 1940, the Investment Advisers Act of 1040, the Securities Act of 1933, the Securities Exchange Act of 1934 and other SEC, CFTC, NFA and FINRA regulations.
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.
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).
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.
First Horizon Bank
Flowood, MS
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.
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 independently assess and make credit decisions for complex financing transactions within the LevFin, SLF, and Hedge Funds sectors, ensuring alignment with the banks credit risk appetite and regulatory requirements and contribute to the development and implementation of credit risk policies and procedures for the Specialised Sector. 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.
Barclays
New York, NY
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
Omaha, NE
The analyst will work closely with credit, risk, legal, and product partners to assess collateral eligibility, inform advance rates, and support the development of scalable underwriting and monitoring frameworks for alternative asset backed lending programs. This role will focus on evaluating alternative investment collateral—including private company stock, alternative investment funds, and structured notes—and supporting credit decisions for high net worth borrowers.
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.
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).
citi private bank
Dallas, TX
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.
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.
bdo consulting
$75 - $105
Huntsville, AL
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. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.
bdo consulting
Atlanta, GA
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.