Role Overview
A financial professional who manages and optimizes portfolios of assets for organizations or individuals. They develop and implement investment strategies, monitor performance, conduct market analysis, and make decisions to maximize returns while managing risk according to client objectives.
Key Aspects
- Portfolio management
- Investment strategy
- Risk assessment
- Performance analysis
- Market research
Required Skills
Technical Skills
Financial Analysis Tools Portfolio Management Systems Risk Management Software Market Analysis Platforms Trading Systems Reporting Tools
Soft Skills
Decision Making Analytical Thinking Communication Client Management Leadership Risk Management
Education & Certification
Required Education
- Bachelor's degree in Finance, Economics, or related field
- Investment certifications
- Financial training
Recommended Certifications
CFA (Chartered Financial Analyst) CIMA (Certified Investment Management Analyst) FRM (Financial Risk Manager) Series 7 and 63 Licenses Asset Management Certification
Market Trends
Demand
High - Essential for investment management
Growth Rate
12% growth projected over the next decade
Top Industries
Financial Services Investment Management Banking Insurance Wealth Management Private Equity