Investment Fund Managers
Tasks
Core Tasks Include:
- Prepare for and respond to regulatory inquiries.
- Hire or evaluate staff.
- Develop, implement, or monitor security valuation policies.
- Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
- Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.
- Present investment information, such as product risks, fees, or fund performance statistics.
- Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
- Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.
- Meet with investors to determine investment goals or to discuss investment strategies.
- Develop or direct development of offering documents or marketing materials.
- Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.
- Develop or implement fund investment policies or strategies.
- Select or direct the execution of trades.
- Manage investment funds to maximize return on client investments.
- Select specific investments or investment mixes for purchase by an investment fund.
Supplemental Tasks Include:
- Verify regulatory compliance of transaction reporting.
- Direct activities of accounting or operations departments.
- Review offering documents or marketing materials to ensure regulatory compliance.
- Identify group or individual target investors for a specific fund.
- Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.
The data sources for the information displayed here include: O*NET™. (Using onet291)
