Description
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.
EssentialOptional
Theoretical Knowledge
Practical Skills
manage securitiesprepare financial statementsanalyse economic trendsassist in fund managementcommunicate with banking professionalsadvise on financial matterspresent reportscreate a financial reportoffer financial servicescommunicate with customersanalyse market financial trendsexamine credit ratingsmanage sales channelsanalyse financial performance of a companyanalyse financial riskcalculate taxmonitor stock marketcompare property valuesmaintain records of financial transactionsprovide financial product informationmanage contractsreview investment portfolioshandle financial transactionsimplement marketing strategies