§ OCCUPATION · GLOBAL STANDARDS

investment manager

Investment managers administer the portfolio of investments that a company has.

Description

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.

Theoretical Knowledge

ESSENTIALTheoretical knowledge required

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

OPTIONALAdjacent knowledge that strengthens fit

impact investing tax legislation corporate law business valuation techniques trading software financial markets types of pensions green bonds financial forecasting social bonds sustainable finance

Practical Skills

ESSENTIALApplied skills & competences

follow company standards enforce financial policies analyse financial risk analyse business plans liaise with financiers obtain financial information strive for company growth analyse market financial trends advise on financial matters trade securities review investment portfolios develop investment portfolio manage securities liaise with managers analyse financial performance of a company interpret financial statements assess financial viability monitor stock market

OPTIONALOptional competences

perform stock valuation apply credit risk policy apply technical communication skills plan health and safety procedures communicate with banking professionals examine credit ratings analyse the credit history of potential customers create a financial plan manage profitability manage budgets manage corporate bank accounts

Data Source: Unified Global Standards (ISCED, ISCO, O*NET, ESCO)