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Investment Fund Managers - 11-3031.03
The occupation code you requested, 11-9199.03 (Investment Fund Managers), is no longer in use. In the future, please use 11-3031.03 (Investment Fund Managers) instead.
Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.
- Fixed Income Portfolio Manager
- Fixed Income Vice President (Fixed Income VP)
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- Investment Analysis Vice President (Investment Analysis VP)
- Portfolio Manager
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- Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.
- Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
- Develop or direct development of offering documents or marketing materials.
- Develop or implement fund investment policies or strategies.
- Develop, implement, or monitor security valuation policies.
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- Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.
- Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
- Develop or direct development of offering documents or marketing materials.
- Develop or implement fund investment policies or strategies.
- Develop, implement, or monitor security valuation policies.
- Direct activities of accounting or operations departments.
- Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.
- Hire or evaluate staff.
- Identify group or individual target investors for a specific fund.
- Manage investment funds to maximize return on client investments.
- Meet with investors to determine investment goals or to discuss investment strategies.
- Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
- Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.
- Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.
- Prepare for and respond to regulatory inquiries.
- Present investment information, such as product risks, fees, or fund performance statistics.
- Review offering documents or marketing materials to ensure regulatory compliance.
- Select or direct the execution of trades.
- Select specific investments or investment mixes for purchase by an investment fund.
- Verify regulatory compliance of transaction reporting.
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- Advise others on business or operational matters.
- Analyze forecasting data to improve business decisions.
- Approve expenditures.
- Communicate organizational information to customers or other stakeholders.
- Coordinate with external parties to exchange information.
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- Advise others on business or operational matters.
- Analyze forecasting data to improve business decisions.
- Approve expenditures.
- Communicate organizational information to customers or other stakeholders.
- Coordinate with external parties to exchange information.
- Determine operational compliance with regulations or standards.
- Develop organizational policies or programs.
- Develop promotional materials.
- Direct financial operations.
- Direct organizational operations, projects, or services.
- Direct sales, marketing, or customer service activities.
- Evaluate employee performance.
- Evaluate potential of products, technologies, or resources.
- Examine financial records to ensure compliance with policies or regulations.
- Examine marketing materials to ensure compliance with policies or regulations.
- Hire personnel.
- Identify potential customers.
- Implement organizational process or policy changes.
- Maintain knowledge of current developments in area of expertise.
- Monitor external affairs or events affecting business operations.
- Monitor financial activities.
- Monitor financial indicators.
- Monitor organizational procedures to ensure proper functioning.
- Financial Management (Air Force - Commissioned Officer only)
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