Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.
<ul><li>Manage investment funds to maximize return on client investments.</li><li>Select specific investments or investment mixes for purchase by an investment fund.</li><li>Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.</li><li>Develop or implement fund investment policies or strategies.</li><li>Select or direct the execution of trades.</li><li>Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.</li><li>Develop, implement, or monitor security valuation policies.</li><li>Present investment information, such as product risks, fees, or fund performance statistics.</li><li>Meet with investors to determine investment goals or to discuss investment strategies.</li><li>Attend investment briefings or consult financial media to stay abreast of relevant investment markets.</li><li>Prepare for and respond to regulatory inquiries.</li><li>Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.</li><li>Hire or evaluate staff.</li><li>Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.</li><li>Develop or direct development of offering documents or marketing materials.</li></ul>