Description
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. Investment fund managers works in a variety of settings such as banks, investment vehicles and stockbroking companies, working closely with the investment analyst. This occupation manages strategy and does not always work with relations between shareholders or investors.
EssentialOptional
Theoretical Knowledge
asset managementfunding methodsfinancial managementmodern portfolio theoryinvestment analysisfinancial statementsfinancial analysissecuritiesfinancial productsstock marketactuarial sciencefinancial marketscorporate social responsibilitysustainable financedebt classificationinvestment bankingsocial bondscredit control processesbanking activitiesgreen bondsbusiness loansbusiness valuation techniquesimpact investingdebt systemsfinancial forecasting
Practical Skills
analyse financial performance of a companyanalyse financial riskcontrol financial resourcesmonitor stock marketdevelop investment portfoliofollow company standardsreview investment portfoliosadvise on financial mattersperform stock valuationdevelop financial productsenforce financial policiesmake investment decisionsstrive for company growthanalyse market financial trendsmanage financial risktrade securitiescreate a financial planexamine credit ratingsnegotiate loan agreementsanalyse loansconsult information sourcesmanage administrative systemscommunicate with banking professionalsobtain financial informationliaise with shareholdersplan health and safety proceduresliaise with board membersmanage budgetsinterpret financial statementsliaise with managersnegotiate on asset valueprepare credit reports