Investment Manager Business & Administration Professionals
SaveWhat Does an Investment Manager Do?
Investment managers administer the portfolio of investments that a company has. They perform close follow up of the investments looking for the most profitable solutions represented in financial products or securities. They analyse behaviour in financial markets, interests rates, and the companies' position in order to advise on risks and profitability for the client.
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Where Do I Start?
Corporate Social Responsibility
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.
Sign up to trackReady to go deeper? Pick up to 3 skills to focus on from the list below.
These are common skills for this role. Real-world experience matters more than ticking every box — use this as a guide, not a checklist.
Skills You Need to Become an Investment Manager
Essential Skills
Essential Skills
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EssentialCorporate Social Responsibility knowledge
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.
Recommended Books
5 books -
EssentialInvestment Analysis knowledge
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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EssentialStock Market knowledge
The market in which shares of publicly held companies are issued and traded.
Recommended Books
2 books -
EssentialBanking Activities knowledge
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 …
Recommended Books
1 book -
EssentialFinancial Analysis knowledge
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 …
No book recommendations available yet.
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EssentialFinancial Management knowledge
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 …
Recommended Books
1 book -
EssentialFinancial Statements knowledge
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 …
Recommended Books
1 book -
EssentialFunding Methods knowledge
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.
Recommended Books
1 book -
EssentialFinancial Products knowledge
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.
No book recommendations available yet.
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EssentialPublic Offering knowledge
The elements comprised in public offerings of companies in the stock market such as determining the initial public offering (IPO), the type of security, and the timing to launch it …
No book recommendations available yet.
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EssentialAdvise On Financial Matters skill
Consult, advise, and propose solutions with regards to financial management such as acquiring new assets, incurring in investments, and tax efficiency methods.
Course recommendations coming soon.
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EssentialAnalyse Financial Performance Of A Company skill
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 …
Course recommendations coming soon.
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EssentialAnalyse Financial Risk skill
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.
Course recommendations coming soon.
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EssentialAnalyse Market Financial Trends skill
Monitor and forecast the tendencies of a financial market to move in a particular direction over time.
Course recommendations coming soon.
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EssentialAssess Financial Viability skill
Revise and analyse financial information and requirements of projects such as their budget appraisal, expected turnover, and risk assessment for determining the benefits and costs of the project. Assess if …
Course recommendations coming soon.
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EssentialDevelop Investment Portfolio skill
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 …
Course recommendations coming soon.
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EssentialEnforce Financial Policies skill
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.
Course recommendations coming soon.
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EssentialFollow Company Standards skill
Lead and manage according to the organisation's code of conduct.
Course recommendations coming soon.
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EssentialInterpret Financial Statements skill
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 …
Course recommendations coming soon.
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EssentialLiaise With Financiers skill
Liaise with people willing to finance the project. Negotiate deals and contracts.
Course recommendations coming soon.
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EssentialLiaise With Managers skill
Liaise with managers of other departments ensuring effective service and communication, i.e. sales, planning, purchasing, trading, distribution and technical.
Course recommendations coming soon.
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EssentialMonitor Stock Market skill
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.
Course recommendations coming soon.
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EssentialObtain Financial Information skill
Gather information on securities, market conditions, governmental regulations and the financial situation, goals and needs of clients or companies.
Course recommendations coming soon.
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EssentialPlan Health And Safety Procedures skill
Set up procedures for maintaining and improving health and safety in the workplace.
Course recommendations coming soon.
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EssentialReview Investment Portfolios skill
Meet with clients to review or update an investment portfolio and provide financial advice on investments.
Course recommendations coming soon.
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EssentialStrive For Company Growth skill
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.
Course recommendations coming soon.
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EssentialTrade Securities skill
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.
Course recommendations coming soon.
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EssentialManage Securities skill
Administer the securities owned by the company or organisation, namely debt securities, equity securities and derivatives aiming to get the highest benefit from them.
Course recommendations coming soon.
Optional Skills (5 of 16 displayed)
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OptionalFinancial Forecasting knowledge
The tool used in performing fiscal financial management to identify revenue trends and estimated financial conditions.
No book recommendations available yet.
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OptionalBusiness Valuation Techniques knowledge
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.
Recommended Books
2 books -
OptionalCorporate Law knowledge
The legal rules that govern how corporate stakeholders (such as shareholders, employees, directors, consumers, etc) interact with one another, and the responsibilities corporations have to their stakeholders.
No book recommendations available yet.
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OptionalFinancial Markets knowledge
The financial infrastructure which permits trading securities offered by companies and individuals govern by regulatory financial frameworks.
No book recommendations available yet.
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OptionalTax Legislation knowledge
Tax legislation applicable to a specific area of specialisation, such as import tax, government tax, etc.
No book recommendations available yet.
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OptionalTypes Of Pensions knowledge
The types of monthly sums paid to someone in retirement, such as employment-based pensions, social and state pensions, disability pensions and private pensions.
No book recommendations available yet.
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OptionalAnalyse Business Plans skill
Analyse the formal statements from businesses which outline their business goals and the strategies they set in place to meet them, in order to assess the feasibility of the plan …
Course recommendations coming soon.
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OptionalApply Credit Risk Policy skill
Implement company policies and procedures in the credit risk management process. Permanently keep company's credit risk at a manageable level and take measures to avoid credit failure.
Course recommendations coming soon.
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OptionalApply Technical Communication Skills skill
Explain technical details to non-technical customers, stakeholders, or any other interested parties in a clear and concise manner.
Course recommendations coming soon.
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OptionalCommunicate With Banking Professionals skill
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 …
Course recommendations coming soon.
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OptionalCreate A Financial Plan skill
Develop a financial plan according to financial and client regulations, including an investor profile, financial advice, and negotiation and transaction plans.
Course recommendations coming soon.
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OptionalExamine Credit Ratings skill
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.
Course recommendations coming soon.
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OptionalManage Profitability skill
Review on a regular basis sales and profit performance.
Course recommendations coming soon.
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OptionalPerform Stock Valuation skill
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.
Course recommendations coming soon.
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OptionalAnalyse The Credit History Of Potential Customers skill
Analyse the payment capacity and credit history of potential customers or business partners.
Course recommendations coming soon.
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OptionalManage Corporate Bank Accounts skill
Have an overview of the bank accounts of the company, their different purposes, and manage them accordingly while keeping an eye on their balance, interest rates, and charges.
Course recommendations coming soon.