investment fund management assistant

Description

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.

Theoretical Knowledge

ESSENTIALTheoretical knowledge required

financial products asset management funding methods financial markets economics banking activities securities

OPTIONALAdjacent knowledge that strengthens fit

financial statements accounting accounting techniques trading software actuarial science stock market financial forecasting

Practical Skills

ESSENTIALApplied skills & competences

create a financial report offer financial services analyse market financial trends advise on financial matters communicate with banking professionals communicate with customers analyse economic trends manage securities prepare financial statements assist in fund management present reports

OPTIONALOptional competences

implement marketing strategies manage contracts analyse financial risk handle financial transactions provide financial product information manage sales channels examine credit ratings calculate tax review investment portfolios compare property values analyse financial performance of a company maintain records of financial transactions monitor stock market