Mutual Fund Broker Business & Administration Technicians

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 …

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 …

Recommended Books

1 book

Handbook of Investment Analysis, Portfolio Management, and Financial Derivatives

Cheng F. Lee

2023

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

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

Economic principles and practices, financial and commodity markets, banking and the analysis of financial data.

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

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 …

Analyse developments in national or international trade, business relations, banking, and developments in public finance and how these factors interact with one another in a given economic context.

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

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 …

Gather and analyse economic data in order to predict economic trends and events.

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.

Work with financial instruments such as stocks, bonds, mutual funds and derivatives.

Give the customer or client information about financial products, the financial market, insurances, loans or other types of financial data.

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

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.

Processes and principles related to the customer, client, service user and to personal services; these may include procedures to evaluate customer's or service user's satisfaction.

Financial rules and procedures applicable to a certain location, whose regulatory bodies decide on its jurisdiction

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

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.

Explain technical details to non-technical customers, stakeholders, or any other interested parties in a clear and concise manner.

Establish a positive, long-term relationship between organisations and interested third parties such as suppliers, distributors, shareholders and other stakeholders in order to inform them of the organisation and its objectives.

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

Reach out to and meet up with people in a professional context. Find common ground and use your contacts for mutual benefit. Keep track of the people in your personal …

Administer currencies, financial exchange activities, deposits as well as company and voucher payments. Prepare and manage guest accounts and take payments by cash, credit card and debit card.

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.

Provide a broad range of financial services to clients such as assistance with financial products, financial planning, insurances, money and investment management.

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.

Prepare, compile and communicate reports with broken down cost analysis on the proposal and budget plans of the company. Analyse the financial or social costs and benefits of a project …

Implement strategies for clients in order to reduce the risks of an investment.