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How Much Do Investment Executive Make?

How much do investment executive make? Discover the average salary, base salary, and compensation for investment executive in the accounting & finance category. Learn about investment executive pay per hour, per week, per month, and per annum with detailed salary ranges from $60,000 to $120,000.

Base Salary (avg)
$120,000
Per Hour
$58/hr
Avg Bonus
$15,000
Job Outlook
10.55%
Experience
5 yrs

How Much Do Investment Executive Make? Complete Salary Guide

How much do investment executive make? This is one of the most common questions in career planning. Investment Executive in the Accounting & Finance field can expect to earn an average salary of $120,000 per year, with entry-level positions starting at $60,000 and experienced professionals earning up to $120,000 annually.

When breaking down the average salary of investment executive by time periods, investment executive typically make around $10,000 per month and approximately $2,307.692 per week. The basic salary of investment executive varies significantly based on experience level, location, and industry specialization. Entry-level investment executive typically start with a base salary of $60,000, while mid-career professionals earn an average of $95,000, and senior-level roles can command salaries exceeding $120,000.

The salary landscape for investment executive is influenced by several key factors including geographic location, years of experience, educational background, and specific industry demands. How much do investment executive make in a week? On average, this translates to approximately $2,307.692 per week. How much do investment executive make per annum? The annual salary range spans from $60,000 to $250,000, with the median salary sitting at $120,000. Additionally, many investment executive receive bonuses averaging $15,000 annually, representing approximately 20.75% of their base salary.

How Much Do Investment Executive Get Paid Per Annum? Investment Executive Salary

Annual salary data for investment executive across different experience levels, showing entry-level, mid-career, and experienced professional compensation ranges based on industry standards.

Entry Level Annual Salary

$60,000
Range: $60,000 - $80,000

Mid-Career Annual Salary

$95,000
Range: $80,000 - $120,000

Experienced Annual Salary

$120,000
Range: $120,000 - $250,000

How Much Do Investment Executive Get Paid in a Month? Investment Executive Monthly Salary

Monthly salary breakdowns for investment executive at different career stages, providing practical budgeting insights and compensation expectations for financial planning.

Entry Level Monthly Salary

$5,000
per month

Mid-Career Monthly Salary

$7,917
per month

Experienced Monthly Salary

$10,000
per month

How Much Do Investment Executive Get Paid in Different Locations?

Geographic salary variations for investment executive across different cities and regions, including cost of living adjustments and regional market demand factors that impact compensation.

Austin
$80,000
Range: $55,000 - $110,000
Remote
$75,000
Range: $50,000 - $100,000
Seattle
$85,000
Range: $65,000 - $115,000
New York
$90,000
Range: $60,000 - $120,000
San Francisco
$95,000
Range: $70,000 - $130,000

Investment Executive Salary Trends

Historical salary progression for investment executive over the past years, showing year-over-year compensation growth and market trends in the industry.

Investment Executive Salary Trends (2020 - 2025)

Bonus & Compensation Package

Additional compensation beyond base salary, including bonuses, commissions, and overtime opportunities that contribute to total annual earnings.

Bonus Percentage

20.75%

of annual salary

Bonuses for Investment Executives are typically based on performance metrics, client satisfaction, revenue generation, and overall company profitability.

Average Bonus

$15,000

annually

Commission

Investment Executive roles often include commission or incentive opportunities, rewarding performance through bonuses tied to sales targets, client acquisition, and overall portfolio growth.

Overtime

Overtime pay is generally uncommon for Investment Executives, as they often receive a fixed salary and are classified as exempt employees under labor laws.

Employee Benefits Package

Comprehensive benefits and perks provided to employees, including health coverage, retirement plans, time off policies, and professional development opportunities.

Comprehensive Benefits

Typical benefits for an Investment Executive include competitive health insurance, a robust 401(k) plan with employer matching, generous paid time off (PTO), performance bonuses, professional development opportunities, and flexible work arrangements.

Health Insurance
Paid Time Off
Retirement Plans
Development

Investment Executive Job Overview

Comprehensive details about the investment executive role including daily responsibilities, work environment, physical demands, and key tasks that define this career path.

About This Role

An Investment Executive manages client portfolios, analyzes market trends, and identifies investment opportunities to maximize returns. They build relationships with clients, providing tailored financial advice and strategies. Their role requires strong analytical skills, industry knowledge, and the ability to navigate complex financial landscapes while ensuring compliance with regulations.

Primary Responsibilities

Client relationship management, portfolio analysis, investment strategy development, market research, financial reporting, risk assessment, compliance monitoring, client presentations, performance tracking, prospecting new clients.

Day-to-Day Tasks

An Investment Executive conducts market research, analyzes financial data, meets with clients to discuss investment strategies, monitors portfolio performance, and collaborates with teams to identify new opportunities for growth.

Work Environment

Hybrid

Investment Executives typically work in office environments, often at financial institutions, with long hours, high-pressure deadlines, and client interactions.

Physical Demands

Moderate

Investment Executives typically work in office settings, requiring long hours at desks, proficiency with computers, and occasional travel for client meetings or industry conferences.

Investment Executive Requirements & Prerequisites

Essential qualifications and credentials needed to pursue a career as a investment executive, including educational background, certifications, and experience requirements.

Education

Bachelor’s degree.

Field: Finance, Economics, Business Administration, Accounting, Mathematics, Statistics, Financial Engineering, Investment Management, Risk Management, International Business.

Experience

5 years

Employers seek candidates with strong financial acumen, proven investment strategies, analytical skills, client relationship management, and a track record of achieving results in dynamic market environments.

Certifications

Series 7 License, Series 63 License, Series 65 License, Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Financial Risk Manager (FRM), Chartered Alternative Investment Analyst (CAIA), Certified Investment Management Analyst (CIMA)

Required Skills

Analytical skills, strong communication, financial acumen, relationship management, negotiation skills, attention to detail, market research proficiency, strategic thinking.

Technical Skills

Financial ModelingPortfolio ManagementRisk AssessmentMarket ResearchValuation TechniquesInvestment Strategy Development

Soft Skills

CommunicationNegotiationAnalytical ThinkingRelationship BuildingProblem SolvingTime Management

Investment Executive Career Path

Professional progression opportunities for investment executive from entry-level to senior management, including typical career advancement timeline and role evolution.

Entry Level

Positions:

Financial Analyst, Investment Analyst, Junior Portfolio Manager

Early-career Investment Executives analyze financial markets, assist in portfolio management, conduct research on investment opportunities, and support client relations to drive asset growth and performance.

Mid-Career

Positions:

Financial Analyst, Portfolio Manager, Investment Associate

Mid-career Investment Executives manage portfolios, analyze market trends, develop investment strategies, build client relationships, and ensure compliance while driving financial growth and maximizing returns.

Senior Management

Positions:

Chief Investment Officer, Senior Portfolio Manager, Head of Investment Strategy

Senior Investment Executives manage portfolios, develop investment strategies, assess market trends, build client relationships, oversee teams, and ensure compliance while maximizing returns for stakeholders.

Career Progression Timeline

Timeline: 10 years

Investment Executives typically progress from analyst roles to senior positions, gaining expertise in portfolio management and client relations, ultimately advancing to leadership roles or specialized advisory positions.

Investment Executive Industry & Growth

Market outlook and growth prospects for investment executive, including industry trends, job market demand, and factors influencing career opportunities and advancement.

Job Outlook

10.55% Growth

Faster than average

Projected: 2024–2034

Industry Trends

1. Increased demand for digital skills and technology integration in investment strategies, 2. Growing emphasis on sustainable and socially responsible investing practices, 3. Rising importance of regulatory compliance and risk management expertise.

Growth Factors

Growing wealth management needs, complex investment landscapes, increased financial literacy, demand for personalized advice, and regulatory changes drive the rising need for Investment Executives.

Future Opportunities

AI-driven healthcare, renewable energy innovations, blockchain applications, telehealth services, sustainable agriculture technologies, and remote work solutions are emerging niches for investment opportunities.

Investment Executive Related Professions

Alternative career paths and similar roles for investment executive, including career transitions, related positions, and advancement opportunities within the field.

Similar Roles

Portfolio ManagerInvestment AnalystFinancial AdvisorRisk ManagerTrader

Career Alternatives

Financial AnalystPortfolio ManagerRisk Management SpecialistInvestment AdvisorWealth Management Consultant

Upgrade Paths

Senior Investment ExecutivePortfolio ManagerInvestment Director

Related Entry Roles

AnalystAssociateResearcher

Investment Executive Skills & Development

Essential skills and professional development resources for investment executive, including technical abilities, soft skills, recommended courses, and ongoing learning opportunities.

Technical Skills

Financial AnalysisPortfolio ManagementRisk AssessmentMarket ResearchInvestment StrategiesMS OfficeCRM SoftwareData Analysis

Soft Skills Needed

CommunicationNegotiationAnalytical ThinkingRelationship ManagementTime Management

Recommended Certifications

Certified Financial PlannerChartered Financial AnalystCertified Investment Management Analyst

Recommended Courses

Investment Management Professional CertificateFinancial MarketsStock Market Investing for Beginners

Development Resources

LinkedIn LearningCourseraInvestopedia AcademyFinancial Times Learning

Training Timeline

6-12months

Estimated training time

Frequently Asked Questions About Investment Executive Salary

Common questions and answers about pursuing a career as a investment executive, covering qualifications, salary expectations, career prospects, and practical career guidance.

What qualifications are needed to become an Investment Executive?

A bachelor’s degree in finance, economics, or business is typically required, along with relevant certifications like CFA or CFP.

What is the average salary of an Investment Executive?

The average salary varies widely but generally ranges from $70,000 to $150,000 annually, depending on experience and location.

What skills are essential for a successful Investment Executive?

Strong analytical skills, knowledge of financial markets, excellent communication abilities, and proficiency in financial modeling are crucial.

Is prior experience necessary to become an Investment Executive?

Yes, most firms prefer candidates with several years of experience in finance or investment-related roles.

What career advancement opportunities exist for Investment Executives?

Investment Executives can advance to senior management positions such as Portfolio Manager or Chief Investment Officer (CIO) with experience and proven performance.

How Much Others Make?

Explore salary data for other professions to compare compensation across different career paths and industries.

Important Disclaimer

Salary information provided on this website is for general informational purposes only. Actual salaries may vary based on location, experience, education, industry, company size, and other factors. We strive to provide accurate data, but cannot guarantee the completeness or accuracy of all information. Please verify with official sources before making career decisions.