Occupation Atlasinvestment fund management assistant
ESCO · http://data.europa.eu/esco/occupation/934c3572-37f4-4cdd-a4a4-017f5f7809e4
investment fund management assistant
Investment fund management assistants provide clients with financial planning advice on financial products and serve as the main contact point for new and old clients. They assist and perform preparatory work in the creation and administration of funds and help with the implementation of fund management decisions made by the portfolio or fund manager.
Compare with another occupationCompare with financial trader
Job Zone
No Job Zone on file. ESCO doesn’t publish one, and this occupation has no O*NET match to borrow from.
Job Zone is O*NET's rating of how much education, experience and training an occupation typically needs — a property of the work, not of anyone doing it.
Occupational interest profile
No interest profile on file for this occupation.
Typically associated skills
Essential (18)
ESCO's essential and optional tags describe how its taxonomy relates a skill to this occupation. They are not the essential functions of a job under the ADA, which an employer determines for its own role.
- advise on financial matters
- analyse economic trends
- analyse market financial trends
- asset management
- assist in fund management
- banking activities
- communicate with banking professionals
- communicate with customers
- create a financial report
- economics
- financial markets
- financial products
- funding methods
- manage securities
- offer financial services
- prepare financial statements
- present reports
- securities
Optional (20)
- accounting
- accounting techniques
- actuarial science
- analyse financial performance of a company
- analyse financial risk
- calculate tax
- compare property values
- examine credit ratings
- financial forecasting
- financial statements
- handle financial transactions
- implement marketing strategies
- maintain records of financial transactions
- manage contracts
- manage sales channels
- monitor stock market
- provide financial product information
- review investment portfolios
- stock market
- trading software
Closest occupations
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This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license; O*NET® is a trademark of USDOL/ETA. ESCO occupations and skills are from the European Commission's ESCO classification, and the occupation crosswalk is the official ESCO–O*NET mapping by the ESCO Secretariat with USDOL/ETA. This service uses the ESCO classification of the European Commission. BlissPoint Analytics has modified all or some of this information: skill, task and descriptor ratings are rounded to one decimal, and ESCO occupations show Job Zone and interests copied from a crosswalked O*NET occupation. USDOL/ETA has not approved, endorsed, or tested these modifications.