Investment fund manager

Code 2412.7

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.

Essential skills

Knowledge

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

Skills and competences

  • analyse financial performance of a company
  • analyse market financial trends
  • enforce financial policies
  • control financial resources
  • make investment decisions
  • develop financial products
  • manage financial risk
  • trade securities
  • plan health and safety procedures
  • create a financial plan
  • perform stock valuation
  • 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