Investment Manager

 Job Description:

Job Description of an Investment Manager
  • An investment managers job description revolves around managing others wealth and investments to help grow their money. Clients range from individuals, businesses, government organizations, financial bodies, insurance firms, etc.
  • The investment managers usually enter into an agreement with the investors before undertaking investment activities on behalf of the clients.
  • Their primary role will involve ensuring the safety of investors funds, earning maximum returns, and giving them timely advice to keep up with the market trends.
  • They will review different investment techniques, implementing strategies that will best serve the client. Typically this will consist of building an investment package or portfolio based on the clients financial goals and risk tolerance. They will make investments for the client in securities like
    • Stocks
    • Bonds
    • And Real Estate
  • This includes monitoring the daily fluctuations in asset value, determining when buying and selling are necessary. They will make recommendations to the client based on what they think is best for their financial success.
  • An important role they play includes analyzing securities and making recommendations. In the process, they focus on making investments on the clients behalf in the assets they believe to be the best investment as per their financial goals.
  • Their role will also require the oversight of a team of financial analysts. Another responsibility could be similar to that of a financial planner. In this case, the manager will provide advice and answer questions about various financial topics, including:
    • Taxes
    • Retirement
    • Cash flow
    • Risk Management
    • Estate Planning