§ OCCUPATION · GLOBAL STANDARDS

asset manager

Asset managers invest the money of a client into financial assets, through vehicles such as investment funds or management of individual clients’ portfolios.

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Description

Asset managers invest the money of a client into financial assets, through vehicles such as investment funds or management of individual clients’ portfolios. This includes the management of the financial assets, within a given investment policy and risk framework, the provision of information, and the assessment and monitoring of risks.

Theoretical Knowledge

ESSENTIALTheoretical knowledge required

modern portfolio theory financial statements asset management financial analysis corporate social responsibility financial markets actuarial science

OPTIONALAdjacent knowledge that strengthens fit

credit control processes financial management funding methods securities

Practical Skills

ESSENTIALApplied skills & competences

follow company standards enforce financial policies analyse financial risk handle financial transactions perform asset recognition strive for company growth analyse market financial trends advise on financial matters examine credit ratings review investment portfolios advise on risk management develop investment portfolio liaise with managers analyse financial performance of a company manage financial risk

OPTIONALOptional competences

identify clients' needs apply credit risk policy review closing procedures provide support in financial calculation handle financial disputes negotiate loan agreements obtain financial information apply technical communication skills plan health and safety procedures create a financial plan negotiate on asset value exert expenditure control consult credit score interpret financial statements

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