Asset manager
Code 3311.1
Asset managers invest the money of a client into financial assets, through vehicles such as investment funds or management of individual clients’ portfolios. This includes the management of the financial assets, within a given investment policy and risk framework, the provision of information, and the assessment and monitoring of risks.
Essential skills
Knowledge
- financial analysis
- actuarial science
- financial statements
- financial markets
- corporate social responsibility
- modern portfolio theory
Skills and competences
- analyse financial performance of a company
- analyse market financial trends
- enforce financial policies
- advise on risk management
- liaise with managers
- examine credit ratings
- manage financial risk
- perform asset recognition
- review investment portfolios
Transversal competences
- analyse financial risk
- advise on financial matters
- develop investment portfolio
- handle financial transactions
- strive for company growth
- follow company standards
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What to assess for this role
Technical knowledge can be verified with tests and references. What never shows up on a CV are the transversal competences, and they explain most failed hires. Before closing, it pays to measure them with a standardised battery.
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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