Mutual fund broker
Code 3311.2.3
Mutual fund brokers handle and raise cash from shareholders in order to invest them in stocks, bonds and money-market securities. They engage with investors by making inquiries about the client's mutual funds account status and transaction procedures. Mutual fund brokers make use of their expertise in investment theory, market experience, and research to pick the most approapriate investments for their fund portfolio. They ensure that the mutual fund's operations are in compliance with legal requirements.
Essential skills
Knowledge
- investment analysis
- stock market
- actuarial science
- economics
- financial markets
- financial products
- modern portfolio theory
- securities
Skills and competences
- analyse economic trends
- analyse market financial trends
- trade securities
- operate financial instruments
- forecast economic trends
- review investment portfolios
Transversal competences
- monitor stock market
- develop investment portfolio
- provide financial product information
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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