Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.
Select specific investments or investment mixes for purchase by an investment fund.
Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
Select or direct the execution of trades.
Develop or implement fund investment policies or strategies.
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.
Develop, implement, or monitor security valuation policies.
Meet with investors to determine investment goals or to discuss investment strategies.
Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
Prepare for and respond to regulatory inquiries.
Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.
Hire or evaluate staff.
Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.
Develop or direct development of offering documents or marketing materials.
Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Speaking - Talking to others to convey information effectively.
Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one.
Complex Problem Solving - Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
Active Learning - Understanding the implications of new information for both current and future problem-solving and decision-making.
Writing - Communicating effectively in writing as appropriate for the needs of the audience.
Monitoring - Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
Systems Analysis - Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes.