How do they match: Investment Fund Managers

  • Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.
  • 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.
  • Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
  • Present investment information, such as product risks, fees, or fund performance statistics.
  • Review offering documents or marketing materials to ensure regulatory compliance.

  • Communicate organizational information to customers or other stakeholders.
  • Direct sales, marketing, or customer service activities.
  • Evaluate employee performance.
  • Examine marketing materials to ensure compliance with policies or regulations.