investment fund management assistant
Code 2412.6.2
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.
Essential skills
Knowledge
- banking activities
- economics
- financial markets
- funding methods
- financial products
- securities
Skills and competences
- analyse economic trends
- analyse market financial trends
- communicate with customers
- communicate with banking professionals
- manage securities
- offer financial services
- prepare financial statements
- assist in fund management
Transversal competences
- advise on financial matters
- create a financial report
- present reports
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Sources
This service uses the ESCO classification of the European Commission and the Mapha Taxonomy developed by OTIC SOFOFA (CC BY 4.0), in an adapted version. Group codes come from the ILO's ISCO-08. See sources and licences