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investment fund management assistant





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.

Scope note

Includes people working with fund managers to assist them in various tasks including monitoring the financial markets.

Alternative Labels

investment fund management assistant

investment fund assistant

investment fund specialist

investment fund clerk

investment fund office clerk

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: