How do they match: Investment Fund Managers

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

  • Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.

  • Meet with investors to determine investment goals or to discuss investment strategies.
  • Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.
  • Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.