- Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
Occupations with related tasks Save Table: XLSX CSV
- Monitor progress of fundraising drives.
- Monitor budgets, expense reports, or other financial data for fundraising organizations.
- Identify and build relationships with potential donors.
- Write and send letters of thanks to donors.
- Create or update donor databases.
- Develop strategies to encourage new or increased contributions.
- Develop or implement fundraising activities, such as annual giving campaigns or direct mail programs.
- Compile or develop materials to submit to granting or other funding organizations.
- Conduct research to identify the goals, net worth, charitable donation history, or other data related to potential donors, potential investors, or general donor markets.
- Develop fundraising activity plans that maximize participation or contributions and minimize costs.
- Direct or supervise fundraising staff, including volunteer staff members.
- Establish fundraising or participation goals for special events or specified time periods.
- Recruit sponsors, participants, or volunteers for fundraising events.
- Contact corporate representatives, government officials, or community leaders to increase awareness of organizational causes, activities, or needs.
- Write reports or prepare presentations to communicate fundraising program data.
- Explain the tax advantages of contributions to potential donors.
- Design or produce materials such as posters, Web sites, or newsletters to promote, market, or advertise fundraising events.
- Write speeches, press releases, or other promotional materials to increase awareness of the causes, missions, or goals of organizations seeking funds.
- Plan and direct special events for fundraising, such as silent auctions, dances, golf events, or walks.
- Direct or coordinate Web-based fundraising activities, such as online auctions or donation Web sites.
- Secure speakers for charitable events, community meetings, or conferences to increase awareness of charitable, nonprofit, or political causes.
- Develop corporate fundraising programs, such as employer gift-matching.
- Coordinate transportation or delivery of materials, supplies, or donations for fundraising events.
- Develop and maintain media contact lists.
- Prepare materials such as fundraising envelopes, bid sheets, or gift bags for charitable events.
- Secure commitments of participation or donation from individuals or corporate donors.
- Solicit cash or in-kind donations or sponsorships from individual, business, or government donors.
- Attend community events, meetings, or conferences to promote organizational goals or solicit donations or sponsorships.
- Monitor progress of fundraising drives.
- Monitor budgets, expense reports, or other financial data for fundraising organizations.
- Assess cost effectiveness of products, projects or services, tracking actual costs relative to bids as the project develops.
- Analyze blueprints and other documentation to prepare time, cost, materials, and labor estimates.
- Confer with engineers, architects, owners, contractors, and subcontractors on changes and adjustments to cost estimates.
- Collect historical cost data to estimate costs for current or future products.
- Consult with clients, vendors, personnel in other departments, or construction foremen to discuss and formulate estimates and resolve issues.
- Establish and maintain tendering process, and conduct negotiations.
- Prepare estimates for use in selecting vendors or subcontractors.
- Prepare estimates used by management for purposes such as planning, organizing, and scheduling work.
- Set up cost monitoring and reporting systems and procedures.
- Review material and labor requirements to decide whether it is more cost-effective to produce or purchase components.
- Prepare cost and expenditure statements and other necessary documentation at regular intervals for the duration of the project.
- Conduct special studies to develop and establish standard hour and related cost data or to reduce cost.
- Visit site and record information about access, drainage and topography, and availability of utility services.
- Prepare and maintain a directory of suppliers, contractors and subcontractors.
- Assess cost effectiveness of products, projects or services, tracking actual costs relative to bids as the project develops.
- Review balance sheets, operating income and expense accounts, and loan documentation to confirm institution assets and liabilities.
- Direct and participate in formal and informal meetings with bank directors, trustees, senior management, counsels, outside accountants, and consultants to gather information and discuss findings.
- Recommend actions to ensure compliance with laws and regulations, or to protect solvency of institutions.
- Prepare reports, exhibits, and other supporting schedules that detail an institution's safety and soundness, compliance with laws and regulations, and recommended solutions to questionable financial conditions.
- Resolve problems concerning the overall financial integrity of banking institutions including loan investment portfolios, capital, earnings, and specific or large troubled accounts.
- Investigate activities of institutions to enforce laws and regulations and to ensure legality of transactions and operations or financial solvency.
- Plan, supervise, and review work of assigned subordinates.
- Review audit reports of internal and external auditors to monitor adequacy of scope of reports or to discover specific weaknesses in internal routines.
- Examine the minutes of meetings of directors, stockholders, and committees to investigate the specific authority extended at various levels of management.
- Train other examiners in the financial examination process.
- Establish guidelines for procedures and policies that comply with new and revised regulations and direct their implementation.
- Review and analyze new, proposed, or revised laws, regulations, policies, and procedures to interpret their meaning and determine their impact.
- Provide regulatory compliance training to employees.
- Evaluate data processing applications for institutions under examination to develop recommendations for coordinating existing systems with examination procedures.
- Review applications for mergers, acquisitions, establishment of new institutions, acceptance in Federal Reserve System, or registration of securities sales to determine their public interest value and conformance to regulations, and recommend acceptance or rejection.
- Verify and inspect cash reserves, assigned collateral, and bank-owned securities to check internal control procedures.
- Confer with officials of real estate, securities, or financial institution industries to exchange views and discuss issues or pending cases.
- Review balance sheets, operating income and expense accounts, and loan documentation to confirm institution assets and liabilities.
- Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
- Manage investment funds to maximize return on client investments.
- Select specific investments or investment mixes for purchase by an investment fund.
- Select or direct the execution of trades.
- Develop or implement fund investment policies or strategies.
- 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.
- Develop, implement, or monitor security valuation policies.
- Meet with investors to determine investment goals or to discuss investment strategies.
- Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
- Prepare for and respond to regulatory inquiries.
- Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.
- Hire or evaluate staff.
- Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.
- Develop or direct development of offering documents or marketing materials.
- Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.
- Verify regulatory compliance of transaction reporting.
- Review offering documents or marketing materials to ensure regulatory compliance.
- Identify group or individual target investors for a specific fund.
- Direct activities of accounting or operations departments.
- Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
- Monitor training costs and prepare budget reports to justify expenditures.
- Present information with a variety of instructional techniques or formats, such as role playing, simulations, team exercises, group discussions, videos, or lectures.
- Obtain, organize, or develop training procedure manuals, guides, or course materials, such as handouts or visual materials.
- Evaluate modes of training delivery, such as in-person or virtual, to optimize training effectiveness, training costs, or environmental impacts.
- Offer specific training programs to help workers maintain or improve job skills.
- Assess training needs through surveys, interviews with employees, focus groups, or consultation with managers, instructors, or customer representatives.
- Monitor, evaluate, or record training activities or program effectiveness.
- Design, plan, organize, or direct orientation and training programs for employees or customers.
- Develop alternative training methods if expected improvements are not seen.
- Evaluate training materials prepared by instructors, such as outlines, text, or handouts.
- Devise programs to develop executive potential among employees in lower-level positions.
- Keep up with developments in area of expertise by reading current journals, books, or magazine articles.
- Attend meetings or seminars to obtain information for use in training programs or to inform management of training program status.
- Coordinate recruitment and placement of training program participants.
- Select and assign instructors to conduct training.
- Negotiate contracts with clients for desired training outcomes, fees, or expenses.
- Supervise, evaluate, or refer instructors to skill development classes.
- Schedule classes based on availability of classrooms, equipment, or instructors.
- Refer trainees to employer relations representatives, to locations offering job placement assistance, or to appropriate social services agencies, if warranted.
- Develop or implement training programs related to efficiency, recycling, or other issues with environmental impacts.
- Monitor training costs and prepare budget reports to justify expenditures.
- Calculate or monitor budgets for maintenance or development of collections, grounds, or infrastructure.
- Assign tasks such as feeding and treatment of animals, and cleaning and maintenance of animal quarters.
- Record the numbers and types of fish or shellfish reared, harvested, released, sold, and shipped.
- Monitor workers to ensure that safety regulations are followed, warning or disciplining those who violate safety regulations.
- Observe animals for signs of illness, injury, or unusual behavior, notifying veterinarians or managers as warranted.
- Observe fish and beds or ponds to detect diseases, monitor fish growth, determine quality of fish, or determine completeness of harvesting.
- Train workers in tree felling or bucking, operation of tractors or loading machines, yarding or loading techniques, or safety regulations.
- Treat animal illnesses or injuries, following experience or instructions of veterinarians.
- Train workers in spawning, rearing, cultivating, and harvesting methods, and in the use of equipment.
- Train workers in techniques such as planting, harvesting, weeding, or insect identification and in the use of safety measures.
- Confer with managers to evaluate weather or soil conditions, to develop plans or procedures, or to discuss issues such as changes in fertilizers, herbicides, or cultivating techniques.
- Communicate with forestry personnel regarding forest harvesting or forest management plans, procedures, or schedules.
- Inspect crops, fields, or plant stock to determine conditions and need for cultivating, spraying, weeding, or harvesting.
- Coordinate dismantling, moving, and setting up equipment at new work sites.
- Coordinate the selection and movement of logs from storage areas, according to transportation schedules or production requirements.
- Schedule work crews, equipment, or transportation for several different work locations.
- Drive or operate farm machinery, such as trucks, tractors, or self-propelled harvesters, to transport workers or supplies or to cultivate or harvest fields.
- Perform both supervisory and management functions, such as accounting, marketing, and personnel work.
- Transport or arrange for transport of animals, equipment, food, animal feed, and other supplies to and from work sites.
- Inspect buildings, fences, fields or ranges, supplies, and equipment to determine work to be performed.
- Read inventory records, customer orders, or shipping schedules to determine required activities.
- Inspect facilities to determine maintenance needs.
- Confer with managers to determine production requirements, conditions of equipment and supplies, and work schedules.
- Prepare and maintain time or payroll reports, as well as details of personnel actions, such as performance evaluations, hires, promotions, or disciplinary actions.
- Requisition or purchase supplies, such as insecticides, machine parts or lubricants, or tools.
- Monitor or oversee construction projects, such as horticultural buildings or irrigation systems.
- Issue equipment, such as farm implements, machinery, ladders, or containers to workers, and collect equipment when work is complete.
- Direct or assist with the adjustment or repair of equipment or machinery.
- Monitor operations to identify and solve problems, improve work methods, and ensure compliance with safety, company, and government regulations.
- Plan work schedules according to personnel and equipment availability.
- Calculate or monitor budgets for maintenance or development of collections, grounds, or infrastructure.
