||Investment Fund Managers
- 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.
- Develop, implement, or monitor security valuation policies.
- Direct activities of accounting or operations departments.
||Treasurers and Controllers
- Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.
- Develop internal control policies, guidelines, and procedures for activities, such as budget administration, cash and credit management, and accounting.
- Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization.
- Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
- Direct or coordinate an organization's financial or budget activities to fund operations, maximize investments, or increase efficiency.
- Direct, plan, or implement policies, objectives, or activities of organizations or businesses to ensure continuing operations, to maximize returns on investments, or to increase productivity.
- Coordinate the development or implementation of budgetary control systems, recordkeeping systems, or other administrative control processes.
- Direct or coordinate activities of businesses involved with buying or selling investment products or financial services.
||Financial Managers, Branch or Department
- Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establishments, such as branch banks, brokerage firms, risk and insurance departments, or credit departments.
- Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
- Plan, direct, and coordinate risk and insurance programs of establishments to control risks and losses.
||Medical and Health Services Managers
- Develop and implement organizational policies and procedures for the facility or medical unit.
- Conduct and administer fiscal operations, including accounting, planning budgets, authorizing expenditures, establishing rates for services, and coordinating financial reporting.
- Establish objectives and evaluative or operational criteria for units managed.