How do they match: Investment Fund Managers

  • Financial Planning and Analysis Finance Manager
  • Financial Planning and Analysis Manager

  • Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
  • Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.
  • Present investment information, such as product risks, fees, or fund performance statistics.

  • Communicate organizational information to customers or other stakeholders.
  • Coordinate with external parties to exchange information.
  • Examine financial records to ensure compliance with policies or regulations.