According to people in this career, the main tasks are...
| Task | Importance |
|---|---|
| Manage investment funds to maximize return on client investments. | 96% |
| Select specific investments or investment mixes for purchase by an investment fund. | 92% |
| Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals. | 91% |
| Select or direct the execution of trades. | 89% |
| Develop or implement fund investment policies or strategies. | 89% |
| Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation. | 87% |
| Present investment information, such as product risks, fees, or fund performance statistics. | 84% |
| Develop, implement, or monitor security valuation policies. | 84% |
| Meet with investors to determine investment goals or to discuss investment strategies. | 84% |
| Attend investment briefings or consult financial media to stay abreast of relevant investment markets. | 81% |
| Prepare for and respond to regulatory inquiries. | 79% |
| Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential. | 75% |
| Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements. | 75% |
| Hire or evaluate staff. | 75% |
| Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities. | 74% |
| Verify regulatory compliance of transaction reporting. | 74% |
| Review offering documents or marketing materials to ensure regulatory compliance. | 71% |
| Develop or direct development of offering documents or marketing materials. | 71% |
| Identify group or individual target investors for a specific fund. | 70% |
| Direct activities of accounting or operations departments. | 69% |
