Profession 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.

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Personality Type

  • Enterprising / Conventional

Knowledge

  • Actuarial science

    The rules of applying mathematical and statistical techniques to determine potential or existing risks in various industries, such as finance or insurance.

  • Securities

    The financial instruments traded in financial markets representing both the right of property over the owner and at the same time, the obligation of payment over the issuer. The aim of securities which is raising capital and hedging risk in financial markets.

  • Modern portfolio theory

    The theory of finance that attempts to either maximise the profit of an investment equivalent to the risk taken or to reduce the risk for the expected profit of an investment by judiciously choosing the right combination of financial products.

  • Stock market

    The market in which shares of publicly held companies are issued and traded.

  • Financial management

    The field of finance that concerns the practical process analysis and tools for designating financial resources. It encompasses the structure of businesses, the investment sources, and the value increase of corporations due to managerial decision-making.

  • Financial analysis

    The process of assessing the financial possibilities, means, and status of an organisation or individual by analysing financial statements and reports in order to make well informed business or financial decisions.

  • Financial products

    The different types of instruments that apply to the management of cash flow that are available on the market, such as shares, bonds, options or funds.

  • Financial statements

    The set of financial records disclosing the financial position of a company at the end of a set period or of the accounting year. The financial statements consisting of five parts which are the statement of financial position, the statement of comprehensive income, the statement of changes in equity (SOCE), the statement of cash flows and notes.

  • Investment analysis

    The methods and tools for analysis of an investment compared to its potential return. Identification and calculation of profitability ratio and financial indicators in relation to associated risks to guide decision on investment.

  • Financial markets

    The financial infrastructure which permits trading securities offered by companies and individuals govern by regulatory financial frameworks.

  • Funding methods

    The financial possibilities for funding projects such as the traditional ones, namely loans, venture capital, public or private grants up to alternative methods such as crowdfunding.

  • Corporate social responsibility

    The handling or managing of business processes in a responsible and ethical manner considering the economic responsibility towards shareholders as equally important as the responsibility towards environmental and social stakeholders.

Skills

  • Plan health and safety procedures

    Set up procedures for maintaining and improving health and safety in the workplace.

  • Enforce financial policies

    Read, understand, and enforce the abidance of the financial policies of the company in regards with all the fiscal and accounting proceedings of the organisation.

  • Follow company standards

    Lead and manage according to the organisation's code of conduct.

  • Perform stock valuation

    Analyse, calculate and appraise the value of the stock of a company. Use mathematic and logarithm in order to determine the value in consideration of different variables.

  • Create a financial plan

    Develop a financial plan according to financial and client regulations, including an investor profile, financial advice, and negotiation and transaction plans.

  • Strive for company growth

    Develop strategies and plans aiming at achieving a sustained company growth, be the company self-owned or somebody else's. Strive with actions to increase revenues and positive cash flows.

  • Review investment portfolios

    Meet with clients to review or update an investment portfolio and provide financial advice on investments.

  • Trade securities

    Buy or sell tradable financial products such as equity and debt securities on your own account or on behalf of a private customer, corporate customer or credit institution.

  • Make investment decisions

    Determine whether to buy or sell financial products such as fonds, bonds or stocks in order to enhance profitability and to reach the best performance.

  • Analyse market financial trends

    Monitor and forecast the tendencies of a financial market to move in a particular direction over time.

  • Monitor stock market

    Observe and analyse the stock market and its trends on a daily basis to gather up-to-date information in order to develop investment strategies.

  • Advise on financial matters

    Consult, advise, and propose solutions with regards to financial management such as acquiring new assets, incurring in investments, and tax efficiency methods.

  • Analyse financial performance of a company

    Based on accounts, records, financial statements and external information of the market, analyse the performance of the company in financial matters in order to identify improvement actions that could increase profit.

  • Develop financial products

    Take into account the performed financial market research and the organisation's objectives in order to develop and oversee the implementation, promotion, and lifecycle of financial products, such as insurance, mutual funds, bank accounts, stocks, and bonds.

  • Analyse financial risk

    Identify and analyse risks that could impact an organisation or individual financially, such as credit and market risks, and propose solutions to cover against those risks.

  • Develop investment portfolio

    Create an investment portfolio for a customer that includes an insurance policy or multiple policies to cover specific risks, such as financial risks, assistance, reinsurance, industrial risks or natural and technical disasters.

  • Manage financial risk

    Predict and manage financial risks, and identify procedures to avoid or minimise their impact.

  • Control financial resources

    Monitor and control budgets and financial resources providing capable stewardship in company management.

Optional knowledge and skills

liaise with shareholders liaise with managers interpret financial statements consult information sources credit control processes liaise with board members debt systems examine credit ratings manage administrative systems financial forecasting business valuation techniques analyse loans business loans debt classification obtain financial information communicate with banking professionals banking activities negotiate loan agreements negotiate on asset value prepare credit reports

Common job titles

  • Portfolio associate - short term trading desk
  • Investment associate, private equity
  • Investment associate, energy finance group (dallas)
  • Sr. director, quantitative portfolio manager- fixed income
  • Portfolio associate / mutual fund associate
  • Portfolio associate - fx global
  • Investment associate
  • Investment management
  • Sr investment associate