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"Investment Fund Manager"
Job Description - Part 1 - Duties and Tasks

Basic Job Description:

Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.

Part 1
Duties / Tasks
Part 2
Activities
Part 3
Skills
Part 4
Abilities
Part 5
Knowledge

Job Duties and Tasks for: "Investment Fund Manager"

1) Direct activities of accounting or operations departments.

2) Identify group or individual target investors for a specific fund.

3) Develop or direct development of offering documents or marketing materials.

4) Develop, implement, or monitor security valuation policies.

5) Review offering documents or marketing materials to ensure regulatory compliance.

6) Present investment information, such as product risks, fees, or fund performance statistics.

7) Prepare for and respond to regulatory inquiries.

8) Verify regulatory compliance of transaction reporting.

9) Hire or evaluate staff.

 

 

11) Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.

12) Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.


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13) Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.

14) Meet with investors to determine investment goals or to discuss investment strategies.

15) Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.

16) Develop or implement fund investment policies or strategies.

17) Select or direct the execution of trades.

18) Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.

19) Manage investment funds to maximize return on client investments.

20) Select specific investments or investment mixes for purchase by an investment fund.

Job Description for "Investment Fund Manager" continued here...

Part 1
Duties / Tasks
Part 2
Activities
Part 3
Skills
Part 4
Abilities
Part 5
Knowledge



 

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Holland / RIASEC Career Code:  NA        SOC:  11-9199.03