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Investment Officer
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Full-time
- Reports To: Senior Investment Officer, SVP
- SUMMARY: The Investment Officer manages investment risks, and ensures that the investment portfolio aligns with the organization’s financial goals and objectives.
- Also plays a key role in our proprietary PROSPER financial planning process, adding significant depth and expertise to discussions around investment management.
- Familiarity with portfolio management software (e.g., Value Line, Morningstar).
- Professional certifications (e.g., AFIM, CFP, CFA) are advantageous.
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