Investment Manager Job Description

Investment Manager Job Description

162 votes for Investment Manager
Investment manager provides recommendations to Media Investment Manager on effective buying and placement strategies based on audience and reach reporting.

Investment Manager Duties & Responsibilities

To write an effective investment manager job description, begin by listing detailed duties, responsibilities and expectations. We have included investment manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Be responsible for defining the scope / vision of projects
Provide project management and business management support
Coordinate and conduct project team meetings as needed
Remain current with competitor activities and market changes that would drive development of new / enhanced products and / or pricing
P&L management of brokerage and transactional products
Monitor program sales and profitability against targets
Help to design of the client and advisor product experience
Develop strong enterprise stakeholder relationships
Executive and field presentation development to communicate product strategy, key initiatives updates
A variety of special projects assigned – this will require the successful candidate to become knowledgeable in all products and services developed and managed by the team

Investment Manager Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Investment Manager

List any licenses or certifications required by the position: CPA, PMP, ITIL, CFA, CISA, TOGAF, VM, ITAM, CSAM, CAIA

Education for Investment Manager

Typically a job would require a certain level of education.

Employers hiring for the investment manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Economics, Business, Business/Administration, MBA, Management, Graduate, Education, Marketing

Skills for Investment Manager

Desired skills for investment manager include:

Mutual funds
International investing
Investment related statistical reporting and performance measurement
Various securities and investment related products and services stocks
Common legal terms and fee structures
Northern Trust products and services
Ability to leverage that information in creating customized customer solutions
Financial markets
Media trading metrics and KPIs used to measure media buying performance across the main media

Desired experience for investment manager includes:

Accountable for the budget and timelines of the multiple projects in purview
Assumes accountability for the performance management, career development and diversity programs in assigned areas
Maintain a robust control environment surrounding the PC International investment portfolio in compliance with SOX
Provide support for the external reporting process GAAP, Fed and local country STAT
Provide investment accounting support as directed by Home Office business leaders including participating in projects relating to the investment portfolio
Identify, plan, resource and implement projects to improve the efficiency and efficacy of investment processes and reporting

Investment Manager Examples


Investment Manager Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of investment manager. 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 manager
  • Responsible for management sales reporting
  • Coordinate the content and delivery of compelling tender documents to assist the business in pitching for new business
  • Provide timely and quality management reporting, analysis in the day to day controlling & planning activities in the region
  • Lead and drive Business Decision Support including specific initiatives/programme support What if analysis, make vs
  • Business Case Development for investment projects, implementation & continued monitoring to ensure consistency with group policy and guidelines
  • Appraisal / Evaluation of acquisitions and investments including preparation of Investment Papers
  • Support business/financial integration when acquisitions/mergers complete
  • Drive the development and implementation of BU KPIs, Scorecards, etc through Country finance teams
  • Leadership role in driving Annual Plan process
  • Leadership role in driving Strategic Plan process including developing action plans and implementation of tracking procedures
Qualifications for investment manager
  • Knowledge of fund accounting and asset management technology systems preferred
  • Ability to use sound judgment and accounting knowledge to make complex decisions
  • Degree in Accountancy/ACCA
  • Candidates coming from Financial Services sector such as asset management, banking industry are preferred
  • Good knowledge in US GAAP and IFRS
  • Bachelor’s degree or equivalent experience (3+ years) in accounting in the financial services industry

Investment Manager Job Description

Job Description Example
Our growing company is hiring for an investment manager. 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 manager
  • Ongoing support for Plan target review and analysis
  • Aligns personal and team objectives with local business strategy
  • Understands customer requirements
  • Testing the effectiveness of the controls identified
  • Monitoring the risk profile and developments within the Bank
  • Maintaining an effective network of relationships and provide input into annual audit planning
  • Providing a relationship-managed service to investment clients
  • Continuously delivering a professional service to your clients through pro-active and reactive calls and written communications
  • Working in a demanding environment and showing attention to detail while managing multiple tasks
  • Supervise and manage the day-to-day functions required to service existing clients ensuring a seamless service is provided at all times (including client contact, investment analysis and standard and ad-hoc investment reporting)
Qualifications for investment manager
  • Candidate must possess a Bachelor’s Degree, preferably in Finance, Economics, Accounting, or Real Estate/Urban Planning
  • Five or more years experience in affordable housing, tax credit syndication, transaction processing, or real estate underwriting activities and financial modeling
  • Preference for candidates with LIHTC experience in Northeast markets, with developer clients in the Northeast, and with Agency experience in NY, NJ, MA
  • A strong interest in real estate investment and/or affordable housing, and excellent quantitative and analytical skills are essential
  • Proficiency in MS-Outlook and MS-Office applications is required
  • The ability to interpret financial data tables

Investment Manager Job Description

Job Description Example
Our company is looking for an investment manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for investment manager
  • Assess the short and long term opportunities and challenges of each endowment model asset class their major underlying investment strategies and resulting factor exposures
  • Incorporate top down macro views of Covariance’s investment team Wall Street market strategists
  • Conduct research and author topical white papers, asset class focused analysis and customized investment analysis for clients
  • Design and monitor processing and control over client onboarding and/or expansion of client portfolios
  • Collaborate with Head of Investment Operations, CIO, and investment team to design standard and ad hoc reporting, performance analytics and other analyses
  • Develop higher quality and value reporting and analysis through continuous requirement reviews
  • Assist in production of reports with focus on reconciliation and controls to ensure accuracy and timeliness
  • Research various investment topics and products
  • Scope and design special projects for client and senior management teams
  • Develops and maintains productive relationships with other corporations to enhance viable community programs
Qualifications for investment manager
  • Working level French will be plus
  • MBA or master degree from top notch universities​
  • Knowledge of Murex a plus
  • 5-7+ years of progressive investment accounting and reporting experience
  • Knowledge of trade flow, bank custodian activities and valuation techniques
  • Expertise in financial systems and the ability to work with system vendors to execute on process improvements

Investment Manager Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of investment manager. 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 manager
  • Supports the integrated business practices and plans efforts for civic engagement, philanthropy, corporate responsibility investment, and reporting
  • Tracks company-wide participation levels for community investment initiatives
  • 8 years plus experience as an Investment Manager within Wealth Management
  • Broad multi-asset generalist education and experience
  • Strong technical skills, and very open approach to human relationships
  • The position requires traveling to the region
  • Assess workload and allocate clients according to Analyst capabilities
  • Review reports for accuracy before delivery to the client
  • Work with clients directly to resolve queries and address service gaps
  • Provide support for key R&IA projects and manage team deliverables in support of projects
Qualifications for investment manager
  • Knowledge and understanding of programming and database management
  • Ability to work with little management oversight
  • Ability to manage and motivate a team of employees, demonstrated ability to achieve results through others
  • Ability to occasionally work weekends and evenings as needed to meet workload demands
  • Strong organizational and attention-to-detail skills with the ability to multitask and prioritize workload under tight deadlines
  • Minimum of 5 years of working at a financial services firm handling data integrity and performance projects in operations required

Investment Manager Job Description

Job Description Example
Our company is growing rapidly and is hiring for an investment manager. 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 manager
  • Ensures data continuity & accuracy, investigates & solves problems and concerns regarding measurement results
  • Manages risk by ensuring all staff are properly trained
  • Review accuracy and timeliness metrics around deliverables, discuss errors and late reports with larger team to address process issues
  • Establish annual performance plans with all direct reports including conducting bi-annual reviews and performance feedback, encourages employees to continue to develop skills through performance development planning, and participates in annual compensation and reward review processes
  • Cascades, communicates and reviews all relevant information to direct reports in a timely manner, gather feedback and take appropriate action
  • Brainstorm ideas alongside the planning team to identify strategic partners, deliver great ideas, innovation and media firsts
  • Lead role in the Digital Investment briefing process
  • Deliver digital recommendations that align with the overall strategy
  • Outline digital KPI’s alongside planning and analytics
  • Utilize 3rd party syndicated research resources (ie Comscore, Nielsen, ) for audience analysis
Qualifications for investment manager
  • Minimum 8 years working experience with good financial planning & analysis experience
  • Visible Leadership
  • Functional & Technical Competences
  • Process, Project & Risk Management
  • Cross-Cultural Communication & Collaboration
  • Decision Making & Execution

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