Investment Officer: Portfolio Management & Relationships

CPB Group; Honolulu (HI); On-site; USD 64,000 - 103,000; Full time

Job summary

CPB Group in Honolulu, HI, is seeking an Investment Officer at multiple levels based on experience. The role manages discretionary client portfolios, coordinates with administrative officers, and markets investment services to prospects.

The requirements include a Bachelor’s in Finance, Economics or related field; 4+ years fiduciary investment management for level I, or 5+ years for level II. Advanced degrees or CFA/CIMA may substitute for one year.

Qualifications

• Bachelor’s Degree in Finance, Economics, or related field required.
• 4+ years fiduciary investment management experience for Investment Officer I; 5+ years for Investment Officer II; advanced degree or CFA/CIMA may substitute for one year.

Responsibilities

• Manage discretionary client investment portfolios and execute securities transactions.
• Market investment management services to prospects and referral sources; achieve business development goals.
• Ensure compliance with regulatory and audit requirements and support relationship management.

Skills

Active Listening

Oral Communication

Written Communication

Solution Orientation

Thoroughness

Education

Bachelor’s Degree in Finance, Economics or related field

Advanced degree or CFA/CIMA

Job description

CPB Group in Honolulu, HI, is seeking an Investment Officer at multiple levels based on experience. The role manages discretionary client portfolios, coordinates with administrative officers, and markets investment services to prospects.

The requirements include a Bachelor’s in Finance, Economics or related field; 4+ years fiduciary investment management for level I, or 5+ years for level II. Advanced degrees or CFA/CIMA may substitute for one year.