Investment Management Job Description
Investment management
provides regional leadership of Investment Services, including all functions within the team: Investment and Trading Support, Cash Management, Investment Services Platform Team, Derivatives Services, Portfolio Compliance, Investment Data Group and Market Data Services.
Investment Management Duties & Responsibilities
To write an effective investment management job description, begin by listing detailed duties, responsibilities and expectations. We have included investment management job description templates that you can modify and use.
Sample responsibilities for this position include:
Performcontinuous audit coverage and relationship managementwithin Investment Management (including fixed income, equities, and funds management)
Establish strong work relationships with Investment Management business management and other control groups (risk management, compliance, legal)
Proposes and develops new alternative investment products on the basis of market demand, competition, internal capabilities, profitability, and strategic direction of the firm
Oversees, monitors, and evaluates alternative investment products for performance, style consistency, and profitability
Execute and lead audit engagements from planning to reporting and delivering quality products within department and professional standards
Manage day-to-day operational duties (manage and track sales lead flow, manage and maintain CRM database, report weekly activities and accomplishments)
Provides critical thinking and input to technology support of the Asset Management business strategies
Partners with the Asset Management business unit to drive direction
Communicates current state of technology and project activities
Partners with the Asset Management business unit to resolve development and architectural disagreements
Investment Management Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Investment Management
List any licenses or certifications required by the position: CPA, PMP, CFA, CIMA, CISSP, CISA, CISM, PMO, ERISA, MBA
Education for Investment Management
Typically a job would require a certain level of education.
Employers hiring for the investment management job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Finance, Economics, Accounting, Business, Engineering, MBA, Management, Communication, Graduate, Computer Science
Skills for Investment Management
Desired skills for investment management include:
Fund accounting and general ledger accounting
Derivatives
Investment Management
Excel
Wider business offering and the Financial Services sector
Investment trends and advisor practices
Investment Company Act
Financial markets
Investment products
Capital IQ products
Desired experience for investment management includes:
Degree holder in Finance/Accounting
Experience in handling local regulatory and tax returns will be an advantage
Fluent in both written and verbal English and Caontese, and an ability to articulate information, ideas and solutions to clients
Managing Execution & Effectivenes
Diversity & Equitable Treatment
Minimum of 2 years asset management experience or similar, minimum 4 years industry experience
Investment Management Examples
1
Investment Management Job Description
Job Description Example
Our company is searching for experienced candidates for the position of investment management. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for investment management
- Set up resources (lists, calculations, ) required to code requested compliance rules
- Supporting the onboarding of new restrictions, security types from the rule coding side
- Provide overall research, analytical, and operational support to the responsible Investment team
- Support special initiatives involving key internal and external stakeholders
- Contribute to the ESG and impact investing metric development and reporting responsibilities
- Analytical and solution driven demeanour, with the ability to evaluate varied options to propose alternate solutions
- Excellent understanding of managed fund products and knowledge of investment markets, issues and regulations
- Experience in driving projects and record of delivering Continuous Improvements aimed at improving efficiency and client service
- Provide general management and direction through the development process
- Financial modelling, underwriting, and valuation of real estate investments (new opportunities and existing projects)
Qualifications for investment management
- Proficient in written and spoken English (Mandarin is a plus)
- Ability to read and speak Japanese would be an advantage
- Experience with the Eagle Accounting platform
- Need to have experience representing managed money offerings and have the ability to carry forth the investment story for the firm
- Will have the ability to drive results, yet a style that is not overly aggressive – must be collaborative with advisors, home office and leadership
- Need to have strong contact and territory management abilities
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Investment Management Job Description
Job Description Example
Our company is looking to fill the role of investment management. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for investment management
- Analysis of markets and demographic studies
- Assist in quarterly reporting for both internal and external client needs, including quarterly reports, valuations and webcasts
- Assisting with the communication and translation of information
- Actively participating in the due diligence of approved deals including lease reviews, analysis of third party audits, engineering and environmental reports, debt and financing arrangements
- Management of campaign budgets
- Serve as a primary liaison between asset management equity product areas and wealth management investment professionals
- Work with equity product areas to facilitate product reviews, market updates and other special projects to support wealth management
- Provide timely delivery of high quality communications, both written and oral, which cover new product introductions, competitive market developments, performance and equity market outlooks
- Performing EOD checks and final signoff that day's tasks are complete
- Resolving break issues related to daily Aladdin reconciliations
Qualifications for investment management
- Currently enrolled in a MBA program
- Experience with financial research tools a plus
- Fluent in both written and verbal English and Cantonese, and an ability to articulate information and solutions to clients
- Ability to work with a high degree of autonomy, strong team player
- Providing effective thought leadership in navigating evolving financial regulatory landscape and helping to develop technological
- Keen to possess a good understanding of client types, relevant markets, products, processes, regulations and systems required
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Investment Management Job Description
Job Description Example
Our growing company is hiring for an investment management. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for investment management
- A firm understanding of the underlying actuarial, accounting, and regulatory issues that drive investment management decision making will be important for success as will the ability to understand and model liabilities and to understand the optimal asset strategies to achieve client objectives
- Keep up to date with developments in financial markets and share information with team
- Represent Discretionary Investment Management team where appropriate & pro-actively seek to enhance the proposition and champion initiatives to enhance value and efficiency
- Liaison with other internal groups including Tax, Company Secretarial, Bank Resource Management and Treasury on matters relating to investment Management
- Perform weekly, monthly and quarterly revenue/expense reporting to Business Unit and Finance Management in Asia Pacific for IM TAM business
- Provide monthly sales team performance reports to Business Unit - asset under management and revenue analysis at client level
- Provide monthly country packs to Business Unit -includes financial highlights, non-comp expenses, flows & AUM information
- Perform country level PBT analysis/projections for firm management and quarterly board reporting
- Liaise with other functional areas of Finance and other divisions Tax, Legal and Entity Controllers to facilitate local business operation and ensure proper P&L booking / reporting
- Provide recommendations and liaising with various stakeholders for new/existing business New Product Approval, Budget review
Qualifications for investment management
- Managing a small team of two to ensure high quality performance, engagement and retention
- Managing and ensuring the timely delivery of client deliverables in accordance with individual agreements and client requests
- Execution of client correspondence and portfolio performance reporting in accordance with timetables and agreed SLAs
- Representing Client Service in the Due Diligence process for new clients, products and respective documents
- Undertaking and managing the review of client agreements
- Co-ordinating asset transitions and cash flow management
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Investment Management Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of investment management. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for investment management
- The Investment Actuary will also be a key member of the insurance portfolio management team, responsible for providing value added ALM (Asset Liability Management) and risk management services to insurance clients
- Provide insights into market and regulatory events occurring in the pension and insurance market places and their potential impact on client portfolios
- Assume ownership and responsibility for a variety of processes and models supporting the LDI and insurance asset management businesses
- Exposure to diverse business units and their unique processes
- Advice on future opportunities to further your career
- Contribute to matters related to risk modeling on asset classes such as Equities, Fixed Income/Liquidity, Multi-Asset and Fund of Funds
- Assist in model testing and performance monitoring of vendor based risk and pricing analytics
- Co-ordination of joiners/leavers
- Have "ownership" and management of assigned investment portfolios, recommending discretionary solutions that are suitable and appropriate on an ongoing basis
- Ensure all client investment requests are carried out efficiently and in a professional manner
Qualifications for investment management
- Building and maintaining a high level of engagement with key internal stakeholders, such as accounting, product managers, sales, legal, compliance and marketing teams
- Development and maintaining strong relationships with external clients, including their consultants and custodians
- Ideal candidates will be in junior year
- Ability to work on various real estate investments (office, industrial, retail, ) owned directly or in a joint venture with partners
- 4+ years experience recruiting talent, preferably within Investments
- A tertiary qualification in Finance, Commerce or a Property related discipline
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Investment Management Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of investment management. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for investment management
- Foster a pro-active approach to partnering with Sales & Relationship Management teams and Fiduciary Services
- Educate internal and external stakeholders with regards to discretionary investment offering
- Provide written commentary on market and portfolio activity as and when required
- Act as line manager for direct reports
- Provide support to Head of Discretionary Portfolio Management CI and act as head of desk in his/her absence
- Provide ongoing support and training to colleagues
- Any other reasonable task/project assigned
- Business Unit Management Information on a weekly, monthly and quarterly cycle, including commentary over financials and asset flow information
- Preparation of quarterly Board packs, providing variance analysis and commentary
- Maintains communications with other departments within Operations, T&D, and Finance to keep them informed with accurate and timely information in order to facilitate decision-making
Qualifications for investment management
- At least two years of relevant experience with real estate investments
- Experience in commercial, logistics, and/or retail sectors of major markets in Australia preferred
- Relevant experience in investment data management, candidates coming from asset management industry are preferred
- Multi-asset product exposure including equities, fixed income etc
- Experience in Index Data Management Benchmark modelling across Equity, Fixed Income and Multi Asset classes- Includes Index composites, carve-outs, hedged indices, cash indices, custom indices
- Strong knowledge of various index families and an index life cycle within the firm - Index data acquisition, pricing feeds, data load, index construction, and post-package release checks