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212333 · OSCA 2024

Investment Manager

Classification
Occupation
Skill level
1
Major group
Professionals

Classification

Major group
2Professionals

Description

Manages investment portfolios, funds and trusts on behalf of individuals, institutions or other entities, in order to generate returns, meet investment objectives and risk profiles over agreed periods of time.

Alternative titles

  • Financial Asset Manager
  • Fund Manager
  • Portfolio Manager

Specialisations

  • Superannuation Funds Manager
  • Unit Trust Manager

Unit group

2123 · Investment Specialists

Description

Analyse companies and market conditions to identify investment opportunities, create and implement capital raising strategies, and manage investments.

Skill level

Occupation skill level 1

Australia

1

Tasks

Tasks include

  • Develops and executes investment plans to achieve investment goals
  • Monitors investment performance and adjusts strategies based on modified needs and market conditions
  • Conducts research and analysis to identify investment opportunities, make investment decisions and manage associated risks
  • Manages funds raised from personal superannuation savings policies, unit trusts and other sources of funds
  • Assists in meeting superannuation compliance requirements, relevant laws, regulations and fund policies
  • Provides reporting on investment performance, and financial, accounting and budgeting information

Occupations in this unit group

Sources