Investment Manager
As an Investment and Portfolio Manager, your primary task will be to understand the financial conditions and goals of individual clients or businesses and make investment decisions on behalf of them or advise them where to invest in regards to shares, bonds, mutual funds, etc.
Your job will be to extensively research on the capital markets (such as stock markets) and thereafter, to create and implement actionable investment strategies for clients. Hence, you will have a pivotal role in deciding the best suited investment plan for your clients, based on the their income, return expectations, time horizon, risk preferences and risk toleratance factor as well as financial market conditions. Apart from working with individual clients, you may also work with corporate or institutional investors. Meeting with investment analysts, market researchers, and company managers on a regular basis is a part-and-parcel of your job.
As an Investment and Portfolio Manager, you will primarily deal in buying and selling securities (stocks, bonds, debentures) to help your clients achieve their financial goals. While some portfolio managers make strategic investment plans and portfolio for their clients, others simply manage clients’ investment portfoliio and transactions.
Key Roles & Responsibilities
To meet with clients to understand their financial and investment objectives.
To design customized investment solutions/strategies according to the specific needs of individual clients.
To regularly meet with investment analysts and company managers to discuss financial matters and market conditions.
To always stay updated with the latest market trends, financial tools, and the contemporary economic outlook.
To educate clients about the various investment tools available and their unique benefits.
To interpret and explain complicated financial information for the client’s understanding.
To build and maintain good relationship with clients - both existing and potential clients.
Enterprising: You should have interests for Enterprising Occupations. Enterprising occupations involve taking initiatives, initiating actions, and planning to achieve goals, often business goals. These involve gathering resources and leading people to get things done. These require decision making, risk taking and action orientation.
Conventional: You should have interests for Conventional Occupations. Conventional occupations involve repetitive and routine tasks as well as fixed processes or procedures for getting things done. These occupations involve working more with data, systems, and procedures and less with ideas or creativity.
Abilities
Abstract Reasoning: The ability to understand ideas which are not expressed in words or numbers; the ability to understand concepts which are not clearly expressed verbally or otherwise.
Deductive Reasoning: The ability to apply general rules and common logic to specific problems to produce answers that are logical and make sense. For example, understanding the reasons behind an event or a situation using general rules and common logic.
Flexibility of Closure: The ability to identify or detect a pattern (a figure, object, word, or sound) that is hidden among other distracting materials.
Inductive Reasoning: The ability to combine pieces of information from various sources, concepts, and theories to form general rules or conclusions. For example, analysing various events or situations to come out with a set of rules or conclusions.
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).
Inter-Personal: The ability to build and maintain good relationships with others at workplaces and elsewhere.
Numerical Reasoning: The ability to add, subtract, multiply, divide, and perform other basic numerical calculations correctly.
Oral Comprehension: The ability to listen to and understand information and ideas presented through spoken words and sentences.
Oral Expression: The ability to communicate information and ideas in speaking so others will understand.
Originality: The ability to come up with unusual or innovative ideas about a given topic or situation, or to develop creative ways to solve a problem.
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.
Selective Attention: The ability to concentrate on a task over a long period of time without being distracted.
Speed of Closure: The ability to quickly make sense of, combine, and organize information into meaningful patterns.
Verbal Reasoning: The ability to think and reason with words; the ability to reason out ideas expressed in words.
Written Comprehension: The ability to read and understand information and ideas presented in writing.
Written Expression: The ability to communicate information and ideas in writing so others will understand.
Knowledge
Accounting: Knowledge of various principles and methods for maintaining records of commercial and financial transactions and records, preparing various reports and statements, ensuring compliance with commercial and business laws and rules of a country, etc.
Business Management: Knowledge of managing a business which involves planning of what to do, organising resources and people, leading and supervising work activities of people, and monitoring performances of people as well as performance of business. This includes knowledge of marketing, finance, human resources management, operations management, etc.
Economics: Knowledge of economic principles and practices; understanding how various resources such as land, labour and capital are used; how market demands rise and fall; how a country collects and spends money; and similar other economic issues and situations.
Skills
Active Learning: Focused and continuous learning from various sources of information, observation and otherwise for application in getting work done.
Critical Thinking: Skills in analysis of complex situations, using of logic and reasoning to understand the situations and take appropriate actions or make interpretations and inferences.
Judgment and Decision Making: Skills in considering pros and cons of various decision alternatives; considering costs and benefits; taking appropriate and suitable decisions.
Negotiation: Skills in bringing others together and trying to reconcile differences.
Persuasion: Skills in persuading others to change their minds or behaviour.
Problem Solving: Skills in analysis and understanding of problems, evaluating various options to solve the problems and using the best option to solve the problems.
Reading Comprehension: Skills in understanding written sentences and paragraphs in work related documents.
Service Orientation: Skills in or keen interest to help and assist people.
Time Management: Skills in prioritizing work, managing time effectively.
Writing: Skills in communicating effectively in writing as appropriate for the needs of the readers.
Personality