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.

Scope note

Includes people performing financial planning, strategy and research.

Alternative Labels

investment executive

investments portfolio manager

portfolio analyst

investment portfolio manager

investment consultant

global investment manager

investment manager

investments manager

Regulatory Aspect

To see if and how this occupation is regulated in EU Member States, EEA countries or Switzerland please consult the Regulated Professions Database of the Commission. Regulated Professions Database:

http://ec.europa.eu/growth/single-market/services/free-movement-professionals/qualifications-recognition_en

Skills & Competences

Essential Skills and Competences

develop investment portfolio analyse financial risk obtain financial information liaise with managers enforce financial policies plan health and safety procedures review investment portfolios monitor stock market assess financial viability analyse market financial trends trade securities advise on financial matters manage securities analyse financial performance of a company follow company standards interpret financial statements liaise with financiers strive for company growth

Essential Knowledge

financial analysis financial statements financial products funding methods stock market corporate social responsibility investment analysis financial management public offering banking activities

Optional Skills and Competences

communicate with banking professionals manage profitability create a financial plan examine credit ratings analyse business plans analyse the credit history of potential customers apply technical communication skills manage corporate bank accounts apply credit risk policy perform stock valuation

Optional Knowledge

tax legislation sustainable finance business valuation techniques green bonds financial markets types of pensions corporate law impact investing social bonds financial forecasting

Concept URI

Concept Uri

http://data.europa.eu/esco/occupation/0ecedad1-1144-45ff-83db-a3c4db393036

Status

released

Occupations