Typical Tasks
Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
Present investment information, such as product risks, fees, or fund performance statistics.
Develop or implement fund investment policies or strategies.
Manage investment funds to maximize return on client investments.
A day in the life
What kind of work is this?
Enterprising
Business based Work
Conventional
Organized, Procedural Work
Investigative
Studying, Research based work
What personality traits do you need to succeed?
Integrity
Analytical Thinking
Stress Tolerance
Achievement/Effort
Persistence
Dependability
What key skills are needed for this job?
Reading Comprehension
Active Listening
Critical Thinking
Speaking
Judgment and Decision Making
Active Learning
Expected Knowledge
Economics and Accounting
Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
English Language
Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Mathematics
Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
Common Activities
Getting Information
Observing, receiving, and otherwise obtaining information from all relevant sources.
Analyzing Data or Information
Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
Making Decisions and Solving Problems
Analyzing information and evaluating results to choose the best solution and solve problems.
