Investment Fund Management Assistant
Investment Fund Management Assistant
- Job popularity
Job Description
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..
Top 3 specific things you need to know
As an Investment Fund Management Assistant, you will need to master following:
Top 14 general things you need to know
More generally, an investment fund management assistant is also versed in:
- advise on financial matters
- analyse economic trends
- analyse market financial trends
- banking activities
- communicate with banking professionals
- communicate with customers
- economics
- financial markets
- financial products
- funding methods
- manage securities
- prepare financial statements
- present reports
- securities
Other things it helps to know to be an excellent investment fund management assistant
It also helps to know the following:
- actuarial science
- manage sales channels
- accounting
- accounting techniques
- analyse financial performance of a company
- analyse financial risk
- calculate tax
- compare property values
- examine credit ratings
- financial forecasting
- financial statements
- handle financial transactions
- implement marketing strategies
- maintain records of financial transactions
- manage contracts
- monitor stock market
- provide financial product information
- review investment portfolios
- stock market
Top employers for this job
Investment Fund Management Assistant (0-2 Yrs Exp.)
-
Prereqs Technology Pvt.Ltd
-
California
-
$250 - $800 / month
Full Time
Urgent
Private
- Keywords :
- Ui designer,
- developer
