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. 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.

Alternative Labels

fixed income portfolio manager

fund director

fund directors

fund manager

fund managers

investment fund adviser

investment fund advisor

investment fund coordinator

investment fund portfolio manager

investment managers

investments fund manager

investments manager

portfolio administrator

portfolio administrators

portfolio managers

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

advise on financial matters analyse financial performance of a company analyse financial risk analyse market financial trends control financial resources create a financial plan develop financial products develop investment portfolio enforce financial policies follow company standards make investment decisions manage financial risk monitor stock market perform stock valuation review investment portfolios strive for company growth trade securities

Essential Knowledge

actuarial science asset management corporate social responsibility financial analysis financial management financial markets financial products financial statements funding methods investment analysis modern portfolio theory securities stock market

Optional Skills and Competences

analyse loans communicate with banking professionals consult information sources examine credit ratings interpret financial statements liaise with board members liaise with managers liaise with shareholders manage administrative systems manage budgets negotiate loan agreements negotiate on asset value obtain financial information plan health and safety procedures prepare credit reports

Optional Knowledge

banking activities business loans business valuation techniques credit control processes debt classification debt systems financial forecasting green bonds impact investing investment banking social bonds sustainable finance

Skills & Competences

Concept status

Concept Uri

http://data.europa.eu/esco/occupation/b95bdbed-1e7e-482a-aa73-7bdbb3e36358

Status

released

Occupations