investment fund management assistant (EN)
ISCO 2412 · v1.2.1
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.
Classification skills are not a measurement of your proficiency or future displaced hours.
Source aliases (EN)
- investment fund assistant
- investment fund specialist
- investment fund clerk
- investment fund office clerk
Skills and knowledge
Essential (EN) · 18
- financial products
- communicate with customers
- manage securities
- analyse market financial trends
- funding methods
- banking activities
- analyse economic trends
- prepare financial statements
- communicate with banking professionals
- securities
- advise on financial matters
- economics
- financial markets
- asset management
- present reports
- create a financial report
- assist in fund management
- offer financial services
Optional (EN) · 20
- implement marketing strategies
- calculate tax
- financial statements
- financial forecasting
- manage sales channels
- review investment portfolios
- maintain records of financial transactions
- examine credit ratings
- accounting techniques
- analyse financial performance of a company
- manage contracts
- monitor stock market
- stock market
- trading software
- compare property values
- actuarial science
- provide financial product information
- analyse financial risk
- accounting
- handle financial transactions
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