investment fund management assistant
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.
Also called: investment fund assistant, investment fund specialist, investment fund clerk, investment fund office clerk
- 18
- essential skills
- 20
- optional skills
- 8
- related roles
- 2412
- ISCO-08 group
Where you can go from here
8 rolesOccupations sharing the most essential skills with this one. The number is a count, not an opinion.
- financial manager8 skills in common
- financial trader8 skills in common
- investment adviser8 skills in common
- investment analyst8 skills in common
- investment manager7 skills in common
- securities trader7 skills in common
- stock broker7 skills in common
- stock trader7 skills in common
Essential skills
18- advise on financial matters
- analyse economic trends
- analyse market financial trends
- asset management
- assist in fund management
- banking activities
- communicate with banking professionals
- communicate with customers
- create a financial report
- economics
- financial markets
- financial products
- funding methods
- manage securities
- offer financial services
- prepare financial statements
- present reports
- securities
Optional skills
20- accounting
- accounting techniques
- actuarial science
- analyse financial performance of a company
- analyse financial risk
- calculate tax
- compare property values
- examine credit ratings
- financial forecasting
- financial statements
- handle financial transactions
- implement marketing strategies
- maintain records of financial transactions
- manage contracts
- manage sales channels
- monitor stock market
- provide financial product information
- review investment portfolios
- stock market
- trading software
No account needed to start
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