investment manager

Code 2412.6.3

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.

Essential skills

Knowledge

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

Skills and competences

  • Elaborar un informe financiero
  • analyse financial performance of a company
  • analyse market financial trends
  • enforce financial policies
  • liaise with managers
  • assess financial viability
  • manage securities
  • interpret financial statements
  • liaise with financiers
  • trade securities
  • obtain financial information
  • plan health and safety procedures
  • review investment portfolios

Transversal competences

  • analyse financial risk
  • advise on financial matters
  • monitor stock market
  • develop investment portfolio
  • 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