Investment fund managers plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.
Manage investment funds to maximize return on client investments.
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.
Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.
Verify regulatory compliance of transaction reporting.
Review offering documents or marketing materials to ensure regulatory compliance.
Identify group or individual target investors for a specific fund.
Direct activities of accounting or operations departments.
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.
Processing Information — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
Interacting With Computers — Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
Identifying Objects, Actions, and Events — Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.
Communicating with Supervisors, Peers, or Subordinates — Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
Communicating with Persons Outside Organization — Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.
Organizing, Planning, and Prioritizing Work — Developing specific goals and plans to prioritize, organize, and accomplish your work.
Updating and Using Relevant Knowledge — Keeping up-to-date technically and applying new knowledge to your job.
Estimating the Quantifiable Characteristics of Products, Events, or Information — Estimating sizes, distances, and quantities; or determining time, costs, resources, or materials needed to perform a work activity.
Establishing and Maintaining Interpersonal Relationships — Developing constructive and cooperative working relationships with others, and maintaining them over time.
Thinking Creatively — Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions.
Interpreting the Meaning of Information for Others — Translating or explaining what information means and how it can be used.
Judging the Qualities of Things, Services, or People — Assessing the value, importance, or quality of things or people.
Developing Objectives and Strategies — Establishing long-range objectives and specifying the strategies and actions to achieve them.
Evaluating Information to Determine Compliance with Standards — Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
Documenting/Recording Information — Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.
Developing and Building Teams — Encouraging and building mutual trust, respect, and cooperation among team members.
Selling or Influencing Others — Convincing others to buy merchandise/goods or to otherwise change their minds or actions.
Training and Teaching Others — Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others.
Coaching and Developing Others — Identifying the developmental needs of others and coaching, mentoring, or otherwise helping others to improve their knowledge or skills.
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.
Customer and Personal Service
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Administration and Management
Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
Law and Government
Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
Computers and Electronics
Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
Sales and Marketing
Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
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.
Critical Thinking
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Judgment and Decision Making
Considering the relative costs and benefits of potential actions to choose the most appropriate one.
Speaking
Talking to others to convey information effectively.
Active Learning
Understanding the implications of new information for both current and future problem-solving and decision-making.
Complex Problem Solving
Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
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.
Mathematics
Using mathematics to solve problems.
Systems Analysis
Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes.
Systems Evaluation
Identifying measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system.
Time Management
Managing one's own time and the time of others.
Persuasion
Persuading others to change their minds or behavior.
Coordination
Adjusting actions in relation to others' actions.
Instructing
Teaching others how to do something.
Negotiation
Bringing others together and trying to reconcile differences.
Social Perceptiveness
Being aware of others' reactions and understanding why they react as they do.
The ability to apply general rules to specific problems to produce answers that make sense.
Oral Comprehension
The ability to listen to and understand information and ideas presented through spoken words and sentences.
Written Comprehension
The ability to read and understand information and ideas presented in writing.
Oral Expression
The ability to communicate information and ideas in speaking so others will understand.
Mathematical Reasoning
The ability to choose the right mathematical methods or formulas to solve a problem.
Information Ordering
The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
Inductive Reasoning
The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
Problem Sensitivity
The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
Speech Clarity
The ability to speak clearly so others can understand you.
Written Expression
The ability to communicate information and ideas in writing so others will understand.
Number Facility
The ability to add, subtract, multiply, or divide quickly and correctly.
Near Vision
The ability to see details at close range (within a few feet of the observer).
Speech Recognition
The ability to identify and understand the speech of another person.
Category Flexibility
The ability to generate or use different sets of rules for combining or grouping things in different ways.
Fluency of Ideas
The ability to come up with a number of ideas about a topic (the number of ideas is important, not their quality, correctness, or creativity).
Originality
The ability to come up with unusual or clever ideas about a given topic or situation, or to develop creative ways to solve a problem.
Flexibility of Closure
The ability to identify or detect a known pattern (a figure, object, word, or sound) that is hidden in other distracting material.
Selective Attention
The ability to concentrate on a task over a period of time without being distracted.
Perceptual Speed
The ability to quickly and accurately compare similarities and differences among sets of letters, numbers, objects, pictures, or patterns. The things to be compared may be presented at the same time or one after the other. This ability also includes comparing a presented object with a remembered object.
