ISCO Specialization 2412.5.3 Investment Manager

From Open Risk Manual

Definition

Investment Manager: Investment managers administer the portfolio of investments that a company has. They perform close follow up of the investments looking for the most profitable solutions represented in financial products or securities. They analyse behaviour in financial markets, interests rates, and the companies' position in order to advise on risks and profitability for the client.

Essential Skills

  • Liaise With Managers
  • Enforce Financial Policies
  • Analyse Financial Performance Of A Company
  • Financial Products
  • Financial Analysis
  • Advise On Financial Matters
  • Analyse Market Financial Trends
  • Develop Investment Portfolio
  • Stock Market
  • Monitor Stock Market
  • Strive For Company Growth
  • Plan Health And Safety Procedures
  • Financial Management
  • Public Offering
  • Financial Statements
  • Corporate Social Responsibility
  • Analyse Financial Risk
  • Obtain Financial Information
  • Liaise With Financiers
  • Interpret Financial Statements
  • Trade Securities
  • Funding Methods
  • Review Investment Portfolios
  • Follow Company Standards
  • Assess Financial Viability
  • Banking Activities
  • Investment Analysis
  • Manage Securities


Optional Skills

  • Perform Stock Valuation
  • Corporate Law
  • Financial Markets
  • Communicate With Banking Professionals
  • Business Valuation Techniques
  • Analyse Business Plans
  • Create A Financial Plan
  • Manage Profitability
  • Tax Legislation
  • Financial Forecasting
  • Analyse The Credit History Of Potential Customers
  • Apply Technical Communication Skills
  • Manage Corporate Bank Accounts
  • Apply Credit Risk Policy
  • Types Of Pensions
  • Examine Credit Ratings


Alternative Names

  • Investment Executive
  • Investments Portfolio Manager
  • Portfolio Analyst
  • Investment Portfolio Manager
  • Investment Consultant
  • Global Investment Manager
  • Investments Manager


Higher Level