How do they match: Investment Fund Managers

  • Financial Planning Director

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

  • Direct activities of accounting or operations departments.
  • Develop or direct development of offering documents or marketing materials.
  • Select or direct the execution of trades.

  • Direct financial operations.
  • Direct organizational operations, projects, or services.
  • Direct sales, marketing, or customer service activities.