Description
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.
EssentialOptional
Theoretical Knowledge
asset managementfunding methodsfinancial managementbanking activitiesinvestment analysisfinancial statementsfinancial analysispublic offeringfinancial productsstock marketcorporate social responsibilitysustainable financesocial bondstrading softwaregreen bondscorporate lawtypes of pensionsbusiness valuation techniquesfinancial marketstax legislationimpact investingfinancial forecasting
Practical Skills
manage securitiesanalyse financial performance of a companyanalyse financial riskmonitor stock marketdevelop investment portfoliofollow company standardsreview investment portfoliosobtain financial informationanalyse business plansadvise on financial mattersliaise with financiersassess financial viabilityinterpret financial statementsliaise with managersenforce financial policiesstrive for company growthanalyse market financial trendstrade securitiesexamine credit ratingsapply technical communication skillsanalyse the credit history of potential customersmanage profitabilitymanage corporate bank accountscommunicate with banking professionalsperform stock valuationplan health and safety proceduresmanage budgetsapply credit risk policycreate a financial plan