DestinAI
CareersSkillsLog InGet Started
CareersSkillsAboutLog InGet Started →

© 2026 DESTINAI · BETA 1.0 · ISCED ISCO O*NET ESCO
CareersSkillsPrivacyTermsEU AI Act notice
DestinAI
CareersSkillsLog InGet Started
CareersSkillsAboutLog InGet Started →
← Back to directory
§ OCCUPATION · GLOBAL STANDARDS

investment fund manager

Investment fund managers implement and monitor the investment strategy of a fund.

View on Official Portal ↗
Description

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.

Theoretical Knowledge
ESSENTIALTheoretical knowledge required
modern portfolio theoryfinancial productsfinancial statementsasset managementfinancial managementfinancial analysisfunding methodscorporate social responsibilityfinancial marketsactuarial scienceinvestment analysisstock marketsecurities
OPTIONALAdjacent knowledge that strengthens fit
impact investingcredit control processesdebt classificationbusiness valuation techniquesinvestment bankinggreen bondsbanking activitiesdebt systemsfinancial forecastingbusiness loanssocial bondssustainable finance
Practical Skills
ESSENTIALApplied skills & competences
perform stock valuationfollow company standardsenforce financial policiesanalyse financial riskstrive for company growthanalyse market financial trendsadvise on financial matterstrade securitiescontrol financial resourcesreview investment portfolioscreate a financial plandevelop investment portfoliomake investment decisionsanalyse financial performance of a companydevelop financial productsmonitor stock marketmanage financial risk
OPTIONALOptional competences
prepare credit reportsconsult information sourcesliaise with board membersnegotiate loan agreementsobtain financial informationplan health and safety procedurescommunicate with banking professionalsexamine credit ratingsliaise with shareholdersnegotiate on asset valuemanage administrative systemsanalyse loansliaise with managersinterpret financial statementsmanage budgets

GLOBAL RESOURCE

View official definition ↗

SKILLS OVERVIEW

57 total
30 essential · 27 optional

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

© 2026 DESTINAI · BETA 1.0 · ISCED ISCO O*NET ESCO
CareersSkillsPrivacyTermsEU AI Act notice