ISCO Occupation Group 2412.6 Investment Fund Manager

From Open Risk Manual

Definition

Investment Fund Manager: Investment fund managers implement and monitor the investment strategy of a fund. They manage the fund's portfolio trading activities and supervise the financial, securities, and investment analysts in charge to perform research on the investments and then make buying and selling recommendations. They make decisions on when to buy or sell the assets included in a portfolio. This manager works in a variety of settings such as banks, companies and stockbroking companies; working closely with the investment analyst. This occupation manages strategy and does not always work with relations between shareholders or investors.

Essential Skills

  • Securities
  • Monitor Stock Market
  • Financial Analysis
  • Control Financial Resources
  • Modern Portfolio Theory
  • Manage Financial Risk
  • Financial Statements
  • Analyse Financial Risk
  • Plan Health And Safety Procedures
  • Stock Market
  • Corporate Social Responsibility
  • Analyse Financial Performance Of A Company
  • Create A Financial Plan
  • Actuarial Science
  • Financial Management
  • Review Investment Portfolios
  • Make Investment Decisions
  • Financial Products
  • Strive For Company Growth
  • Financial Markets
  • Investment Analysis
  • Perform Stock Valuation
  • Enforce Financial Policies
  • Develop Investment Portfolio
  • Trade Securities
  • Funding Methods
  • Follow Company Standards
  • Advise On Financial Matters
  • Develop Financial Products
  • Analyse Market Financial Trends


Optional Skills

  • Business Valuation Techniques
  • Negotiate On Asset Value
  • Interpret Financial Statements
  • Liaise With Managers
  • Communicate With Banking Professionals
  • Banking Activities
  • Financial Forecasting
  • Liaise With Board Members
  • Business Loans
  • Debt Systems
  • Prepare Credit Reports
  • Analyse Loans
  • Manage Administrative Systems
  • Examine Credit Ratings
  • Debt Classification
  • Liaise With Shareholders
  • Obtain Financial Information
  • Consult Information Sources
  • Credit Control Processes
  • Negotiate Loan Agreements


Alternative Names

  • Fund Managers
  • Investment Fund Portfolio Manager
  • Investments Fund Manager
  • Portfolio Administrator
  • Fixed Income Portfolio Manager
  • Investment Fund Coordinator
  • Investment Fund Advisor
  • Fund Manager
  • Fund Directors
  • Fund Director
  • Portfolio Managers
  • Portfolio Administrators
  • Investment Managers
  • Investment Fund Adviser
  • Investments Manager


Higher Level