ISCO Specialization 2412.5.2 Investment Fund Management Assistant
From Open Risk Manual
Definition
Investment Fund Management Assistant: Investment fund management assistants provide clients with financial planning advice on financial products and serve as the main contact point for new and old clients. They assist and perform preparatory work in the creation and administration of funds and help with the implementation of fund management decisions made by the portfolio or fund manager.
Essential Skills
- Communicate With Customers
- Create A Financial Report
- Analyse Economic Trends
- Prepare Financial Statements
- Offer Financial Services
- Communicate With Banking Professionals
- Financial Markets
- Funding Methods
- Present Reports
- Banking Activities
- Financial Products
- Economics
- Manage Securities
- Advise On Financial Matters
- Analyse Market Financial Trends
- Assist In Fund Management
- Securities
Optional Skills
- Handle Financial Transactions
- Actuarial Science
- Analyse Financial Risk
- Review Investment Portfolios
- Examine Credit Ratings
- Provide Financial Product Information
- Calculate Tax
- Financial Forecasting
- Monitor Stock Market
- Accounting
- Financial Statements
- Analyse Financial Performance Of A Company
- Accounting Techniques
- Manage Sales Channels
- Maintain Records Of Financial Transactions
- Compare Property Values
- Manage Contracts
- Implement Marketing Strategies
- Stock Market
Alternative Names
- Investment Fund Manager
- Investment Fund Clerks
- Investment Fund Assistant
- Investment Fund Specialist
- Investment Fund Clerk
- Investment Fund Assistants
- Investment Fund Office Clerk
- Investment Fund Office Clerks
- Investment Fund Specialists
