Investment Officer Resume Sample
Reva Kuvalis
715 Hyatt Street,
Chicago,
IL
+1 (555) 869 1514
Work Experience
Senior Investment Officer
12/2017
-
PRESENT
Chicago, IL
- Deliver presentations and other materials that analyze/highlight the Fund’s ESG initiatives
- Prepare client-ready supplemental analyses, reports and memoranda and Fact Sheets for diverse audiences on ESG issues with little oversight and with attention to detail
- Assist a Director in developing CRF’s approach to managing proxy policies for an expanded universe of portfolio companies including small- and mid-cap domestic and international companies
- Support deal teams with integrating ESG assessments into their investment diligence and recommendations using the Fund’s proprietary tools, as well as data and information from external providers
- Assist in monitoring the Fund’s external managers to ensure compliance with ESG and sustainability best practices
- Manage complex stake holder relationships
- Assist in coordinating and implementing the Corporate Governance unit’s work plan, projects and initiatives
Investment Officer
01/2012
-
06/2017
Chicago, IL
- Assist others within Unum with real estate-related matters
- Work with VP, Managing Director – Private Assets and team to provide assistance in monitoring/managing loan portfolio and to make recommendations with respect to modifications or amendment requests
- Manages the City's cash and securities portfolio and invests the City's funds in a systematic manner
- Maintains continuous contact with the market and executes buy and sell orders
- Interacts with and interviews brokers/dealers
- Coordinates the development of cash flow models and construction draw down schedules used to formulate investment strategies and to execute investment trades
- Performs cash flow analyses to determine daily, monthly, quarterly, and annual cash receipts and expenditures, and designs investment strategies accordingly
Junior Investment Officer Custom Solutions
02/2007
-
11/2011
Boston, MA
- Generate, analyze, underwrite, structure, negotiate, and commit to commercial mortgage loans
- Conduct detailed financial analysis and underwriting of potential mortgage loan transactions, including real estate collateral, income/expenses, borrowing entity, and local / regional economic and market indicators
- Negotiate pricing and deal structure to adequately compensate for the risk
- Develop and maintain an effective network of mortgage banker correspondents
- Discuss potential investments on a regular basis with loan officer colleagues to ensure consistency of underwriting standards and to incorporate third-party input
- Develop and maintain in-depth understanding of real estate market conditions, financial markets and trends as they relate to commercial mortgage loans
- Contribute information and analysis to aid portfolio strategy relative to commercial mortgage investments
- Prepare written analysis of proposed investments for review with management and presentation to Private Asset Approval Committee
- Work with internal and external legal counsel on the structure of proposed and committed transactions, terms of loan documents, and closing requirements
Education
LeTourneau University
2003 - 2007
Bachelor's Degree in Business
Professional Skills
- Excellent verbal and written communication skills, analytical ability, thought leadership, decisiveness, strong judgment, and the ability to work effectively with internal and external clients, staff, and management
- Excellent problem solving skills, documentation skills and ability to work independently
- Strong written and communications skills, with the demonstrated ability to clearly and quickly communicate ideas and recommendations verbally and in writing
- Strong financial research skills, producing and maintaining quantitative financial models
- Excellent oral and written presentation skills in English are required; additional major language such as Chinese desirable
- Excellent interpersonal and oral communication skills coupled with the ability to deal with sensitive situations
- Strong understanding of all products and services applicable to target client, including strong knowledge of Fixed Income products
How to write Investment Officer Resume
Investment Officer role is responsible for business, financial, interpersonal, development, english, relationship, languages, investment, record, analytical.
To write great resume for investment officer job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Investment Officer Resume
The section contact information is important in your investment officer resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Investment Officer Resume
The section work experience is an essential part of your investment officer resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous investment officer responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular investment officer position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Investment Officer resume experience can include:
- Prepares quarterly portfolio reports describing the status of the City's investments with regard to portfolio value, structure, yields, earnings, and maturities
- Client relationship skills, track record and ability to focus on clients’ needs effectively
- Business development and client relationship skills, track record and ability to focus on client’s needs effectively
- Experience in finance with a proven track-record of sourcing, structuring and closing investments
- Experience in finance with a proven track-record of sourcing, structuring and closing investments
- Proven experience in managing people, investment process etc
Education on an Investment Officer Resume
Make sure to make education a priority on your investment officer resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your investment officer experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Investment Officer Resume
When listing skills on your investment officer resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical investment officer skills:
- Proven research skills, organizational skills and ability to meet tight deadlines, coupled with strong verbal and written communication skills
- Excellent oral and written communication skills in English; candidates with French language skills have a competitive advantage
- Strong financial, credit and structuring skills; demonstrated ability and experience of leading a variety of complex advisory, debt and equity transactions
- Strong interpersonal and communication skills as well as analytical skills
- Strategic business acumen, deal making skills, an investment track record, and strong operational hands-on skills are highly desirable
- Business development and client relationship skills, track record and ability to focus on clients’ needs effectively
List of Typical Experience For an Investment Officer Resume
1
Experience For Senior Investment Officer Resume
- High level of detail, disciplined time management, and demonstrated expertise in written and oral communication skills and strong interpersonal skills
- Excellent communication skills both written and oral, including the ability to convey ideas and positions clearly
- Excellent interpersonal skills, with the ability to establish and develop relationships
- Excellent written and oral communication skills, as written reports and oral presentations are an integral part of the responsibilities of the position
- Develop a strong pipeline of good quality investment opportunities
- Participate in negotiations; use negotiation skills to overcome impasses and finalize negotiations in straightforward transactions
- Develop a strong mapping and pipeline of good quality investment opportunities
2
Experience For Associate Investment Officer Resume
- Working experience in finance with a proven track-record of supporting the origination process, structuring and closing investments
- Relevant work experience in investments; strong knowledge of fixed income market, economics, and credit research required
- Relevant work experience in investments; solid knowledge of fixed income market, economics and credit research required
- Strong understanding of hedge fund strategies as well as understanding of markets and market instruments (including derivatives)
- Very solid understanding to different aspects of investments including equities, fixed income, FoF etc
- Three (3) years of experience in finance
- Investment experience in buyside, investment bank or family office
3
Experience For Trust Investment Officer Resume
- Experience in Asset Allocation and Manager Selection is an advantage
- Strong self-motivation, with creativity and ability to work under pressure
- Strong track record of contractual and/or financial closings of infrastructure transactions
- Experience in finance/investment
- Lead discussions on pension liabilities and actuarial contribution rates as well as validate actuarial outcomes
- Ongoing due diligence of existing relationships
- Leading and strengthening positive relationships with senior management teams of portfolio companies
- Building and maintaining positive communication and relationships with the management teams of the partnerships assigned
- Providing strategic direction to investment partners
4
Experience For Special Investment Officer Resume
- Providing feedback and input related to the overall strategic direction and needs of the Real Estate portfolio
- Maintaining awareness of the performance of the holdings of each partner relationship assigned, through constant communication and regular onsite reviews
- Prepares various investment and operating data reports
- Evaluates, designs, and participates in the structuring of financial models and forecasts used to invest funds
- Proficiency in both English and Chinese (including Cantonese and Mandarin)
- Due diligence and underwriting of potential new company-level investments
- Updates the City's Investment Policy annually as required by the Texas Public Funds Investment Act
5
Experience For Senior Client Investment Officer Resume
- Prepares Request for Qualifications for the selection of broker/dealers
- Acts as a resource to and liaison between the Finance Department and various departments within COSA as well as external contacts
- A high standard of work ethnic and integrity is very important
- To assist to achieve the group’s revenue target
- Understand business needs, address conflicts and to accept accountability
- Candidates with overseas market exposure is an advantage, such as North America market
- We are looking for a diligent, hardworking, self-motivated individual who is effective at working both independently and as part of a team, and has got strong attention to detail and ability to communicate effectively with all levels of management internally and externally
- Provide Commercial Banking and Large Corporate clients with a high level of service while booking, re-booking or re-deeming Canadian and foreign currency investments
6
Experience For Investment Officer, Trade Execution Resume
- Obtain client requests from CIBC’s client request system, Sieble, contacting client if the required information is missing and updating Sieble with detailed information about the completion of the client request
- When required, obtain mandatory information to establish client codes and Automatic Data Processing (ADP) accounts in order to permit booking of foreign exchange and money market instruments
- Liaise with traders and business partners to determine investment product availability, as well as applicable rates within quick timeframe to allow clients to make informed investment decisions
- Ensure customer verification process is conducted within CIBC’s guidelines prior to booking investment products in order to mitigate potentially fraudulent items which involves verification of funds and client signatures, as well as obtaining specific approval to proceed if funds are not currently available
- Experience in finance with a proven track-record
- Maintain and nurture good relationships with existing clients. Understand and proactively manage client needs while looking out for IFC’s interest
- Extract and feedback lessons of experience from IFC’s earlier investments
- 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
7
Experience For Executive Assistant to the Chief Investment Officer Resume
- Supports Sr. Client Investment Officer and Client Investment Officer in the development of specialized investment programs for clients based on their needs and specifications
- Focus on adding value to IFC’s clients, find pragmatic solutions to sector challenges, and achieve sustainable development impact
- Liaise with support departments such as Legal, Credit and Environment & Social to ensure the existing projects are adhering to IFC’s policies and standards
- Perform month-end pricing in conjunction with Investment Accounting
- Take responsibility for supervision of multiple investments in the financial industry sector, with particular focus on problem/restructuring situations
- Review completeness of required supporting documents to reports and other documents that require the Chief Investment Officer’s approval
- Understand and apply IFC’s Operational Procedures and New Business Operations and Supervision processes
- Monitor equity holdings and develop and implement sales strategies to maximize IFC’s return and development impact
- Assist in the development of the Financial Institutions Group’s knowledge management strategy, and assist in execution of this strategy
8
Experience For Senior / Investment Officer Resume
- Build and maintain strong relationships with clients, global and regional private businesses, banking and multilateral partners and government officials to further develop the sector and to develop specific investment opportunities
- Assess the attractiveness of specific investment opportunities with a strong focus on credit quality and development impact and make recommendations to IFC’s management
- 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
- In such role, fulfill IFC’s Secretariat responsibilities defined in the Administration Agreement, involving
- Serve as IFC’s main point of contact for the management of the IFC-FDN Administration Agreement
- 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.
- Supervise existing portfolio of clients, participate in and lead portfolio actions such as changes to approved terms, restructurings, equity sales, etc.
- Assess credit quality of a variety of corporate bond offerings and industries using a variety of research sources including but not limited to the internet, Bloomberg, financial reports, and SEC filings
9
Experience For Senior / Principal Investment Officer Resume
- Monitor and make recommendations regarding exposures to respective industries
- Formally assign and rate investment grade and high yield credits and industries bi-annually
- Perform quarterly portfolio reviews and prepare written research reports on assigned issuers or industries
- 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
- 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
- Research, source, assess, and monitor investments with managers in adherence with internal processes and within the guidelines established by the Investment Commission’s investment policies and Annual Investment Plan
- Assist in the development of strategy recommendations and analysis with respect to diversification, portfolio management, and cash flow requirements
- Conduct special projects (e.g., analysis of private equity, debt, portfolio exposures, performance attribution, portfolio construction, investment strategy, and industry trends)
- Prepare and present recommendations and reports as needed for investment decision-making and to ensure that the Managing Director of Public and Private Markets, CIO, Investment Commission and other parties remain informed of key developments in the private markets and their impact on the RSIC’s portfolios
10
Experience For Principal Investment Officer Resume
- Experience in business consulting, project finance, investment banking and/or infrastructure economics, with good knowledge, networks and credibility within the business and governmental communities, especially in Brazil
- Deep understanding of the infrastructure business and experience in working with different infrastructure sub-sectors
- Experience in dealing with government clients, investors and multiple stakeholders of infrastructure projects
- Experience in successfully managing diverse project teams in multiple transactions
- Understanding of public-private partnerships (PPPs) and different structures for engaging the private participation in the delivery of infrastructure services
- Assist in preparing the Treasury’s budget and support the forecasting process. Analyze variances to budget and forecast
- Motivated and enthusiastic about the opportunities and challenges of sustainable development
List of Typical Skills For an Investment Officer Resume
1
Skills For Senior Investment Officer Resume
- Demonstrated verbal and written communications skills, including in drafting investment reports
- Very strong computer skills including Microsoft Office, Power Point, Excel
- Strong analytical and problem solving skills, with the ability to handle large volumes of data
- Lead negotiations on the documentation with bidders; use strong negotiation skills to develop solutions and overcome impasses in transactions
- Highly developed skills in negotiating, structuring, and documenting complex partnership agreements
- Experience in finance with a proven track-record of sourcing, structuring and closing investments
- Work on multiple opportunities across products and sectors while working to deadlines and managing time effectively
- Schedule and coordinate projects, set priorities, and adapt to changing priorities
- Strong experience in infrastructure sectors (including power, transport, healthcare sectors) with knowledge of legal and regulatory requirements
2
Skills For Associate Investment Officer Resume
- English and Arabic language skills essential
- Establish and maintain effective working relationships, at all levels of the organization, including negotiating resources
- Proven track-record of sourcing, structuring and closing debt and equity/mezzanine transactions
- Describe your experience in providing quality customer service, including working with senior management and various levels in an organization
- Highly effective in forging working relationships with team members and business counterparts
3
Skills For Trust Investment Officer Resume
- Experience in underwriting and evaluating management teams involved in commercial real estate investment
- Excellent written and oral communicator, including the ability to interact with fund managers, legal counsel and other external business partners
- More than 7 years of working experience in Development Financial Institutions (DFIs)
- Strong working knowledge of investment products such as Guaranteed Investment Certificate’s (GIC’s), U.S. Fixed, Bonds and Money Market
- Strong working knowledge of foreign exchange transactions
- A solid understanding of capital markets with some exposure to private equity strategies; and
- Management experience, leading an investment team
- Experience leading an investment team
4
Skills For Special Investment Officer Resume
- Experience assisting with new business, e
- Investment related client servicing experience
- The ability to use own initiative to prioritize and manage tasks and known for your can-do attitude when tackling daily tasks
- Solid understanding of the Fund’s financial structure and operations (or willingness to develop)
- Knowledge of overall industry sector trends, experience in emerging markets, ideally in Asia region
- Related banking or financial services industry experience required
- Extract and disseminate IFC’s lessons and experience from portfolio supervision and management and contribute to IFC’s global knowledge bank
- Mentor, coach and develop less-experienced investment and portfolio staff
- Develop a strong pipeline of infrastructure investment opportunities
5
Skills For Senior Client Investment Officer Resume
- Very strong ability to self-manage in remote work environments
- Proven ability to successfully work with a team of stakeholders based in various locations
- Monitoring and ensuring the companies’ compliance with the terms of investment agreements, and preparing timely internal supervision reports
- Tracking and recording the development impacts of assigned projects
- Developing and implementing equity sales strategies for assigned projects; and
- Maintaining a constant dialogue with WSIB partners regarding strategic, financial, operational, and other matters in a timely manner
6
Skills For Investment Officer, Trade Execution Resume
- Evaluating the attractiveness of specific transactions and making recommendation for IFC’s investments
- Working knowledge of practices, procedures and principles relating to the Payments area sufficient to provide advice and interpret polices
- Working with senior management teams of assigned relationships to provide strategic direction
- Proactively undertake business development by originating PPP mandates and managing the marketing activity in assigned countries/strategic areas
- A working understanding of typical investment capital structures
7
Skills For Executive Assistant to the Chief Investment Officer Resume
- Knowledge of a variety of existing college savings programs and ABLE Programs
- Assist in the day to day management of project execution, including review of legal and technical outputs, documentation and financial models
- Proficient in use of financial modeling and quantitative analytics to evaluate investment opportunities
- Involvement in the annual business planning process of investment partners (which includes partnership budgets)
- Take the responsibility for business development and growing assigned CFGPD product portfolios/program
- Help maintain the relevant CFGPD operations as according to procedures and guidelines in line with corporate policies
- Work closely with the WB Country Team in delivering the WBG’s overall objective for the Senegal Sub-Region
- Monitor selected managers post-closing through observation of board meetings/calls along with analysis of financial and operational reports of performance
8
Skills For Senior / Investment Officer Resume
- Highly proficient with Microsoft Office applications, specifically Excel for financial modeling
- A working knowledge of fixed income products, markets, and portfolio management
- Collaborate with the Division of Investment and Cash Management investment staff in evaluating investment strategies and products suitable for the Programs
- Assist the Director of the Programs in conducting analysis and research to evaluate investment decisions
- Analyze and summarize financial, economic, statistical, legal, demographic, accounting, market, and other relevant data
- A thorough understanding of relevant infrastructure subsectors
- NASD Series 7 & (63/65) or 66 licenses required
- Communicate in person, in writing, electronically and by telephone with high net worth clients and prospective clients, as well as advisors and field staff, regarding the ongoing/future administration and investment of estate, trust, agency and investment managements accounts; and
9
Skills For Senior / Principal Investment Officer Resume
- Conduct conference calls with field advisors, their staff and current/prospective IMA clients to provide feedback on client account performance, investment decisions and market conditions/trends
- Strong knowledge of investment concepts, strategies, asset classes and fundamental investment factors
- Relevant financial experience
- High ethical standards and commitment to the fiduciary responsibilities of 529 and 529A Programs
- Ensure the subject states “Investment Officer—[YOUR NAME]”
- Takes ownership of all responsibilities and honors commitments
- Proactively monitor investment, operational and integrity risk of assigned portfolio clients. Identify value drivers for equity investments and devise equity and exit strategies for mature investments
10
Skills For Principal Investment Officer Resume
- Identify opportunities for further business with existing clients)
- Provide leadership and support in the preparation of internal reports
- Well-developed network among financial and strategic investors and financiers in Egypt. Strong business development and client relationship skills to identify potential partners and originate new business opportunities
- Exceptional critical thinker that is hungry to learn
- Highly communicative, proactive approach
- Absolute and unquestioned integrity
List of Typical Responsibilities For an Investment Officer Resume
1
Responsibilities For Senior Investment Officer Resume
- For each selected fund manager, diagnosing the manager’s existing capacity levels across the various aspects of fund management, including strategy, organizational structure, business development, client acquisition, investment due diligence, portfolio management, exit planning, and back-office operations
- Creating and executing an action plan to address the manager’s capacity-building needs, either through direct mentoring or enlisting other service providers
- For selected SME investee companies, diagnosing advisory needs and executing effective advisory support at the investee company level, alongside the fund manager
- Where external service providers or consultants are determined to be necessary for manager capacity-building (e.g. for financial management systems) and/or SME advisory work, overseeing the selection and supervision of these consultants to ensure delivery of their assigned scope of work
- In coordination with the SME Ventures investment team, providing due diligence input on prospective fund managers, including identifying skill gaps to be targeted through the advisory services
- Ensuring appropriate estimation and utilization of budgeted resources for advisory projects and assisting the SME Ventures team in obtaining relevant information from the field operations to facilitate reporting to existing and prospective donors to the Program
2
Responsibilities For Associate Investment Officer Resume
- Demonstrated experience in the private equity investment and/or fund management business, including experience with strategy, business development, client acquisition, investment due diligence, portfolio management, exit planning, fund and deal structuring, and back-office operations
- Excellent oral and written communication and interpersonal skills; ability to communicate effectively within the firm as well as externally
- Well-developed management skills including the ability to institutionalize and implement new products
- Communicate ideas effectively, and credibly represent IFC with clients and stakeholders
- Proven track-record of originating, advising, structuring and executing infrastructure transactions
- More than 10 years of working experience in finance, structured finance, including trade and commodity finance
- Proven success developing and delivering integrated investment advisory services to sophisticated clients
- Strong grasp of legal documentation including risk allocation related to PPP projects including concessions as well as for privatizations
3
Responsibilities For Trust Investment Officer Resume
- Lead, manage, and contribute to strategic asset allocation (SAA) framework exercise, including validation of capital markets assumptions and benchmarks
- Proven ability to employ a long-term view in respect of portfolio construction/positioning and risk-return tradeoffs
- Strong commitment to execute the work plan ensuring to meet the clients demand; and
- Generally 10+ years of real estate investing experience
- Help develop a pipeline of good quality investment opportunities
- Proven success developing and delivering integrated investment services to sophisticated clients
- Ideal recent experience as CIO or senior member of team responsible for a retirement plan, head of an asset class or senior institutional investment consultant
- Proactively identify potential investment opportunities based on industry experience, reputation, market potential, financial capability, and strategic fit
4
Responsibilities For Special Investment Officer Resume
- During annual review, identifies accounts that need action per investment policies. Works with financial advisor to resolve these matters
- Proactively assist in business development by originating and managing marketing activity in assigned countries/strategic areas
- Help facilitate underwriting due diligence and closing for prospective acquisition investments
- Monitor/manage assigned investment accounts to include initial account reviews, annual reviews, account rebalancing and performance monitoring
- Assist in new product development and marketing. Work with product, research, and marketing to develop and identify new investment ideas or opportunities
5
Responsibilities For Senior Client Investment Officer Resume
- A strategic thinker with an ability to adapt to changing needs at the fund/fund manager levels
- Supervise portfolio clients and handle portfolio work including capital increase, financial covenants, waiver and exit, etc
- Attends and presents at monthly Trust Investment Committee meeting
- Seek out training, resources and professional groups that enhance the knowledge of tools/techniques required of the position; and
- Proactively undertake business development activities in assigned countries to develop new client relationships and project leads, including
- Keep abreast of regulatory changes in respect of valuation accounting, derivatives, custody, tax policy, and counterparty risk management
6
Responsibilities For Investment Officer, Trade Execution Resume
- Team player who is energized by a collaborative working environment, within and outside of the asset class
- Cross sell or refer company products and services to existing clients, when appropriate
- Seasoned investment advisor working with or for a family office/multi-family office, endowment/foundation or institutional investment consultant
- Communicate complex investment solutions to a variety of constituents with varying levels of investment knowledge
- Work with Investment Officers and the Indonesia investment team to develop innovative and appropriate financial structures for straightforward transactions
7
Responsibilities For Executive Assistant to the Chief Investment Officer Resume
- Present investment opportunities to the IRE investment committee. Also serve as part of investment committee process for acquisitions under consideration in other markets
- Contribute to the formulation of INVESCO’s geographic and product market strategies through verification of general market data (“top down theory”) or by providing market specific information in cities not generally covered (“bottom up theory”)
- Helps the Senior Investment Officer invest and manage assigned assets of the Fund in Global Emerging Markets to produce optimal investment returns that avoid undue risk, balances long term strategies effective over an investment cycle as well as short-term tactics to achieve results superior to the benchmarks
- Assists in implementing investment strategies and monitors the portfolio to achieve the performance to meet the Fund's investment objectives
- Conducts careful and thorough investment research and makes specific investment recommendations when appropriate by evaluating economic and markets conditions and working on analyses with support of research providers and any other resources available to the Investment Management Division (IMD)
- Conducts investment research, utilizing internal and external information sources, including primary research through conferences, country visits, one-on-one with company managements
- Conducts Evaluation of the recommendations provided by external non-discretionary advisors and externally managed funds
8
Responsibilities For Senior / Investment Officer Resume
- Participates in the discussion and the development of investment recommendations for asset allocation
- Provides ex-post analytics on how investments strategies were adopted and decisions taken have impacted the performance on both the portfolio and securities level and completes ad hoc requests and analytics for quarterly portfolio reviews, Investments Committee meetings, and Pension Board and General Assembly reports, etc
- Keeps abreast of rapidly changing techniques of portfolio management and exchanges views with colleagues and members of the investment community
- Assists in the preparation of analyses as well as files ad-hoc requests
- Ensures that all of the investments comply with IMD's investment policy and guidelines
- Attends investment conferences and seminars to access academia and industry experts
- Presents and discusses investment recommendations with Senior Investment Officer
9
Responsibilities For Senior / Principal Investment Officer Resume
- Identify and evaluate opportunities to increase the development impact of new or portfolio projects
- Develop a strong pipeline of good quality investment opportunities with Western European companies. originate investment opportunities for IFC and develop/structure transactions from an early stage to mandate letter; provide continuing client relationship support for the originated deals through deal closure and beyond as needed
- Map and target prospective client companies in manufacturing, agribusiness and services sectors across Western Europe with eligible projects in emerging markets and alignment of interest with regards to development impact, strategic priorities, and environmental and social standards
- Analyze operational and financial performance of potential client companies; review investment proposals, evaluate the benefits and risks of new transactions, conduct project discussions with clients and assure quality follow-up within IFC as well as with external counterparts
- Maintain and nurture good relationships with existing clients; support clients with their expansion in emerging markets; proactively sell IFC and WBG finance and advisory solutions; provide portfolio supervision for strategic clients
- Liaise with support departments such as Treasury, Legal, Credit, Integrity, and Environment & Social to ensure the existing projects are adhering to IFC’s policies and standards
- Prepare documentation for IFC internal approval processes, including conducting integrity due diligence, preparing pricing analysis, drafting concept notes, and drafting legal documents
10
Responsibilities For Principal Investment Officer Resume
- Conduct client and market research; prepare client pitchbooks and other marketing presentations; follow-up with colleagues and clients; prepare high-level visits and briefs
- Relevant work experience, preferably with exposure to European companies investing in emerging markets
- Strong knowledge of IFC systems and procedures
- Conduct company meetings in Chinese, including verbal discussion and note taking in Chinese or English
- Build up knowledge management of IFC’s work with European companies, contribute to strategy discussions and lead implementation of various initiatives
- Participate to targeted business events and conferences to develop business
- Interact directly and independently with the key counterparts with clients, financial, and technical partners
- Strong interpersonal and leadership skills, ability to work successfully in multicultural teams and across boundaries and to build networks across IFC, including the ability to mentor and coach others to achieve results
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