Investment Fund Manager Business & Administration Professionals

The theory of finance that attempts to either maximise the profit of an investment equivalent to the risk taken or to reduce the risk for the expected profit of an …

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Mathematical Portfolio Theory and Analysis

Siddhartha Pratim Chakra…

2023

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The methods and tools for analysis of an investment compared to its potential return. Identification and calculation of profitability ratio and financial indicators in relation to associated risks to guide …

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Handbook of Investment Analysis, Portfolio Management, and Financial Derivatives

Cheng F. Lee

2023

The process of assessing the financial possibilities, means, and status of an organisation or individual by analysing financial statements and reports in order to make well informed business or financial …

The financial instruments traded in financial markets representing both the right of property over the owner and at the same time, the obligation of payment over the issuer. The aim …

The market in which shares of publicly held companies are issued and traded.

The handling or managing of business processes in a responsible and ethical manner considering the economic responsibility towards shareholders as equally important as the responsibility towards environmental and social stakeholders.

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Corporate Social Responsibility (CSR), Sustainability and Environmental Social Governance (ESG)

Tracy Dathe, René Dathe,…

2022

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Corporate Social Responsibility and Governance

Panagiotis Dimitropoulos…

2022

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The field of finance that concerns the practical process analysis and tools for designating financial resources. It encompasses the structure of businesses, the investment sources, and the value increase of …

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Introduction To Finance: Financial Management And Investment Management

Pamela Peterson Drake, F…

2021

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The rules of applying mathematical and statistical techniques to determine potential or existing risks in various industries, such as finance or insurance.

The financial infrastructure which permits trading securities offered by companies and individuals govern by regulatory financial frameworks.

The different types of instruments that apply to the management of cash flow that are available on the market, such as shares, bonds, options or funds.

The set of financial records disclosing the financial position of a company at the end of a set period or of the accounting year. The financial statements consisting of five …

The financial possibilities for funding projects such as the traditional ones, namely loans, venture capital, public or private grants up to alternative methods such as crowdfunding.

Consult, advise, and propose solutions with regards to financial management such as acquiring new assets, incurring in investments, and tax efficiency methods.

Based on accounts, records, financial statements and external information of the market, analyse the performance of the company in financial matters in order to identify improvement actions that could increase …

Identify and analyse risks that could impact an organisation or individual financially, such as credit and market risks, and propose solutions to cover against those risks.

Monitor and forecast the tendencies of a financial market to move in a particular direction over time.

Monitor and control budgets and financial resources providing capable stewardship in company management.

Develop a financial plan according to financial and client regulations, including an investor profile, financial advice, and negotiation and transaction plans.

Create an investment portfolio for a customer that includes an insurance policy or multiple policies to cover specific risks, such as financial risks, assistance, reinsurance, industrial risks or natural and …

Read, understand, and enforce the abidance of the financial policies of the company in regards with all the fiscal and accounting proceedings of the organisation.

Lead and manage according to the organisation's code of conduct.

Predict and manage financial risks, and identify procedures to avoid or minimise their impact.

Observe and analyse the stock market and its trends on a daily basis to gather up-to-date information in order to develop investment strategies.

Analyse, calculate and appraise the value of the stock of a company. Use mathematic and logarithm in order to determine the value in consideration of different variables.

Set up procedures for maintaining and improving health and safety in the workplace.

Meet with clients to review or update an investment portfolio and provide financial advice on investments.

Develop strategies and plans aiming at achieving a sustained company growth, be the company self-owned or somebody else's. Strive with actions to increase revenues and positive cash flows.

Buy or sell tradable financial products such as equity and debt securities on your own account or on behalf of a private customer, corporate customer or credit institution.

Take into account the performed financial market research and the organisation's objectives in order to develop and oversee the implementation, promotion, and lifecycle of financial products, such as insurance, mutual …

Determine whether to buy or sell financial products such as fonds, bonds or stocks in order to enhance profitability and to reach the best performance.

The broad and continuously growing banking activities and financial products managed by banks ranging from personal banking, corporate banking, investment banking, private banking, up to insurance, foreign exchange trading, commodity …

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Banks, Exchanges, and Regulators

Ranald C. Michie

2020

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The processes needed to obtain goods or services before payment and when a sum of money is owed or overdue.

The tool used in performing fiscal financial management to identify revenue trends and estimated financial conditions.

The processes to valuate the worth of the assets of the company and the value of the business following techniques such as asset-based approach, business comparison, and past earnings.

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Understanding Business Valuation

Gary R. Trugman

2018

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Loans which are intended for business purposes and which can either be secured or unsecured depending on whether a collatoral is involved. The different types of business loans such as …

The various techniques and procedures applied to ensure that credit is given to the suitable customers and that they pay on time.

The different classifications of debt such as public and publicly guaranteed debt, private non-guaranteed credits, central bank deposits, etc.

Examine and analyse the loans provided to organisations and individuals through different forms of credit such as overdraft protection, export packing credit, term loan, and purchase of commercial bills.

Communicate with professionals in the field of banking in order to obtain information on a specific financial case or project for personal or business purposes, or on behalf of a …

Consult relevant information sources to find inspiration, to educate yourself on certain topics and to acquire background information.

Investigate and look for information on the creditworthiness of companies and corporations, provided by credit rating agencies in order to determine the likelihood of default by the debtor.

Read, understand, and interpret the key lines and indicators in financial statements. Extract the most important information from financial statements depending on the needs and integrate this information in the …

Report to the management, boards of directors and committees of an organisation.

Liaise with managers of other departments ensuring effective service and communication, i.e. sales, planning, purchasing, trading, distribution and technical.

Communicate and serve as communication point with shareholders in order to provide an overview on their investments, returns, and long-term plans of the company to increase profitability.

Ensure administrative systems, processes and databases are efficient and well managed and give the sound basis to work together with the administrative officer/staff/professional.

Gather information on securities, market conditions, governmental regulations and the financial situation, goals and needs of clients or companies.

Negotiate with banking professionals or other parties functioning as lenders in order to negotiate the interest rates and other aspects of the loan contract in order to obtain the most …

Negotiate with asset owners or parties involved in handling the asset on the monetary value of the asset for selling, insurance, usage as collatoral, or other purposes, in order to …

Prepare reports which outline an organisation's likelihood of being able to repay debts and do so in a timely manner, meeting all the legal requirements linked to the agreement.