Job catalog - Employment
Cataleg D ocupacions capçalera
Breadcrumb
Catalogue of occupations
Ocupacions
Investment fund manager
Fixed income portfolio manager Fund director Fund directors Fund manager Fund managers Investment fund adviser Investment fund advisor Investment fund coordinator Investment fund manager Investment fund portfolio manager Investment managers Investments fund manager Investments manager Portfolio administrator Portfolio administrators Portfolio managers
Investment fund managers implement and monitor the investment strategy of a fund. They manage the fund's portfolio trading activities and supervise the financial, securities, and investment analysts in charge to perform research on the investments and then make buying and selling recommendations. They make decisions on when to buy or sell the assets included in a portfolio. investment fund managers works in a variety of settings such as banks, investment vehicles and stockbroking companies, working closely with the investment analyst. This occupation manages strategy and does not always work with relations between shareholders or investors.
Tasks
(a) Building and maintaining a client base;
(b) Interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies;
(c) Setting financial objectives, and developing and implementing strategies for achieving the financial objectives;
(d) Arranging to buy and sell stocks and bonds for clients;
(e) Monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets;
(f) Recommending and arranging insurance cover for clients.
Knowledge
- Finance, banking and insurance
- Management and administration
- Statistics
Digital competencies
- Collaborating and liaising
- Managing budgets or finances
- Performing general clerical and administrative tasks
- Developing financial, business or marketing plans
- Complying with operational procedures
Digital competencies
No skills and knowledge of the occupation have been found. Only skills and knowledge relevant and requested by companies in their job offers are displayed.
Personal competencies
- Processing information, ideas and concepts
- Taking a proactive approach
- Demonstrating willingness to learn
- Communicating
- Supporting others
Professional groups of the occupation
Professionals
Business and administration professionals
Finance professionals
Financial and investment advisers
Other occupations of the professional group
Related training
Higher education
- Accounting and Finance Bachelor
- Business administration and management Bachelor
- Business Studies Bachelor
Legend by training level:
Do you want to know what the hiring rate for this occupation is in the market?
Contracts and job seekers in the last year in Barcelonès
Financial and investment advisers
164
Number of contracts in Barcelonès
76,28%
Percentage of contracts in Catalonia
11,56% Interannual variation of contracts in Barcelonès
91,46%
Permanent contracts over total contracts in Barcelonès
6,71%
Part-time contracts
1,02% Turnover index
228
Average of job seekers in Barcelonès
5%
Interannual variation of job seekers in Barcelonès
Data source: Observatori del Treball i Model Productiu, Government of Catalonia
The market for this profile is hiring
Contracts in u00e8 over the past year by sex and age
Contracts by gender in Barcelonès.
Business and administration professionals
45%
55%
Data source: Observatori del Treball i Model Productiu, Government of Catalonia
Contracts by age groups.
Business and administration professionals
Data source: Observatori del Treball i Model Productiu, Government of Catalonia
What vacancies are published in the professional family?
Vacancies published by professional family and type of contract in Barcelonès over the past year
Finance professionals
| Occupation | Vacancies | Permanent contracts |
|---|
Data source: Data generated from the analysis of Lightcast data and the Observatory of Work and Productive Model of the Government of Catalonia.
What experience is required for the vacancies? Which sectors are looking for this occupation?
Financial and investment advisers
Data source: Own elaboration based on the data of vacancies extracted by Lightcast.
The vacancies published are for working in:
Job vacancies posted by county
Data source: Own elaboration based on the data of vacancies extracted by Lightcast.
Occupations that share knowledge and skills
This service uses the ESCO classification of the European Commission.
