How do they match: Financial Managers

  • Investment Manager

  • Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.

  • Analyze and classify risks and investments to determine their potential impacts on companies.
  • Communicate with stockholders or other investors to provide information or to raise capital.
  • Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.
  • Evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions.
  • Review reports of securities transactions or price lists to analyze market conditions.