Investment Officer Resume

Matthew Hernandez

3 Aspen Court

Boston, MA2115



Job Objective To secure an Investment Officer position to help contribute to the growth of the organization and help increase cliental.

Summary of Qualifications:

  • Huge experience with real estate investments
  • Deep knowledge of the legal, tax, investment and fiduciary administration
  • In-depth knowledge of global capital markets and macroeconomic issues affecting investments
  • Solid understanding of laws governing life insurance companies and Investment Advisors
  • Proficient with MS Word, Excel, PowerPoint, and Microsoft Outlook
  • Strong project management and organizational skills
  • Excellent verbal and written communications skills
  • Amazing ability to think conceptually and logically
  • Outstanding ability to promoting services and generating prospects

Work Experience:

Investment Officer, August 2005 – Present

Sovereign Bank, Boston, MA

  • Collected, verified, and analyzed information about potential and existing investments.
  • Performed due diligence for projects at every phase of prospect development.
  • Provided recommendations to compliance, improvement, and environmental monitoring systems.
  • Established key operational indicators for each organization and project.
  • Prepared Investment Proposals to be presented to and considered by the Credit Committee.
  • Submit additional reports about operations, according to the needs of the Lending Team.

Investment Officer, May 2000 – July 2005

Enterprise Business Partners, Boston, MA

  • Structured and carried out research analyses related to investment process, products and investment performance.
  • Supervised and guided personnel concerning the application of quantitative techniques and investment theory.
  • Designed exhibition to provide prospective clients and consultants.
  • Prepared and published papers for both academic and popular journals.
  • Supported and trained teams in sales, client and consultant servicing.


Bachelor’s Degree in Finance, Northwestern Health Sciences University, Bloomington, MN

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  • March 1, 2020Create Date
  • March 1, 2020Last Updated

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