How do they match: Investment Fund Managers

  • Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
  • Develop or direct development of offering documents or marketing materials.
  • Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.
  • Identify group or individual target investors for a specific fund.
  • Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.
  • Review offering documents or marketing materials to ensure regulatory compliance.
  • Select specific investments or investment mixes for purchase by an investment fund.

  • Direct sales, marketing, or customer service activities.
  • Examine marketing materials to ensure compliance with policies or regulations.