Financial ServicesISCO 2412
Investment manager
Investment managers administer the portfolio of investments that a company has. They perform close follow up of the investments looking for the most profitable solutions represented in financial products or securities. They analyse behaviour in financial markets, interests rates, and the companies' position in order to advise on risks and profitability for the client.
Check yourself in a minute: investment manager
Rate 5 of the 29 essential skills of this occupation (European ESCO data). No account needed.
enforce financial policies
analyse market financial trends
strive for company growth
liaise with financiers
develop investment portfolio
About investment manager
As an investment manager, you will administer and oversee a company's investment portfolio, analyzing financial markets, interest rates, and economic trends to identify the most profitable investment opportunities. Your work involves detailed financial analysis of various financial products and securities, reviewing and adjusting investment portfolios based on market conditions and client goals, and providing strategic advice on risk management and wealth growth. You will spend considerable time studying financial statements, business plans, and market data to make informed recommendations that maximize returns while minimizing risk.
This role is central to Poland's financial services sector, requiring strong analytical skills, business acumen, and attention to detail. You will work with corporate clients, financial institutions, and stakeholders to ensure their investments align with strategic objectives and regulatory requirements. Career prospects are excellent, with opportunities for advancement to senior portfolio management, fund management, or executive leadership positions. Success depends on your ability to stay current with market trends and demonstrate consistent investment performance.
Key Work Functions
Core areas of responsibility for a investment manager.
1
Portfolio Development and Management
- Develop and maintain investment portfolios aligned with client objectives
- Review investment portfolios regularly and rebalance as needed
- Allocate capital across various financial products and securities
- Monitor portfolio performance against benchmarks and targets
2
Financial Analysis and Research
- Perform comprehensive financial analysis of business plans and investment opportunities
- Analyze financial statements and interpret key financial metrics
- Research market trends and economic indicators to inform investment decisions
- Evaluate interest rates and currency movements affecting investments
3
Risk Management and Compliance
- Assess and manage investment risks to protect client assets
- Enforce financial policies and regulatory requirements
- Develop risk mitigation strategies and diversification approaches
- Ensure compliance with banking activities and investment regulations
4
Market Analysis and Advisory Services
- Analyze market financial trends and forecast future market movements
- Provide investment recommendations and strategic guidance to clients
- Advise on profitability and risk implications of investment options
- Communicate market insights and investment rationale to stakeholders
5
Securities and Corporate Finance Management
- Manage corporate securities and stock market investments
- Handle public offerings and capital raising initiatives
- Evaluate funding methods and banking activities for corporate clients
- Support corporate social responsibility initiatives in investment strategy
6
Client Relationship and Strategic Growth
- Liaison with financiers, clients, and institutional partners
- Strive for company growth and expansion of assets under management
- Develop long-term relationships with high-value clients
- Present investment performance and results to clients and boards
European Skills Framework
Skills and knowledge areas required for this occupation based on European classification.
Essential (29)
funding methodsfunding methodsThe financial possibilities for funding projects such as the traditional ones, namely loans, venture capital, public or private grants up to alternative methods such as crowdfunding.banking activitiesbanking activitiesThe broad and continuously growing banking activities and financial products managed by banks ranging from personal banking, corporate banking, investment banking, private banking, up to insurance, fo...financial managementfinancial managementThe field of finance that concerns the practical process analysis and tools for designating financial resources. It encompasses the structure of businesses, the investment sources, and the value incre...corporate social responsibilitycorporate social responsibilityThe handling or managing of business processes in a responsible and ethical manner considering the economic responsibility towards shareholders as equally important as the responsibility towards envir...financial analysisfinancial analysisThe process of assessing the financial possibilities, means, and status of an organisation or individual by analysing financial statements and reports in order to make well informed business or financ...asset managementasset managementThe process of increasing total wealth over time through investments that have potential to grow in value.investment analysisinvestment analysisThe methods and tools for analysis of an investment compared to its potential return. Identification and calculation of profitability ratio and financial indicators in relation to associated risks to ...public offeringpublic offeringThe elements comprised in public offerings of companies in the stock market such as determining the initial public offering (IPO), the type of security, and the timing to launch it in the market.enforce financial policiesenforce financial policiesRead, understand, and enforce the abidance of the financial policies of the company in regards with all the fiscal and accounting proceedings of the organisation.analyse market financial trendsanalyse market financial trendsMonitor and forecast the tendencies of a financial market to move in a particular direction over time.strive for company growthstrive for company growthDevelop strategies and plans aiming at achieving a sustained company growth, be the company self-owned or somebody else's. Strive with actions to increase revenues and positive cash flows.liaise with financiersliaise with financiersLiaise with people willing to finance the project. Negotiate deals and contracts.develop investment portfoliodevelop investment portfolioCreate an investment portfolio for a customer that includes an insurance policy or multiple policies to cover specific risks, such as financial risks, assistance, reinsurance, industrial risks or natu...review investment portfoliosreview investment portfoliosMeet with clients to review or update an investment portfolio and provide financial advice on investments.analyse business plansanalyse business plansAnalyse the formal statements from businesses which outline their business goals and the strategies they set in place to meet them, in order to assess the feasibility of the plan and verify the busine...interpret financial statementsinterpret financial statementsRead, understand, and interpret the key lines and indicators in financial statements. Extract the most important information from financial statements depending on the needs and integrate this informa...obtain financial informationobtain financial informationGather information on securities, market conditions, governmental regulations and the financial situation, goals and needs of clients or companies.analyse financial riskanalyse financial riskIdentify and analyse risks that could impact an organisation or individual financially, such as credit and market risks, and propose solutions to cover against those risks.liaise with managersliaise with managersLiaise with managers of other departments ensuring effective service and communication, i.e. sales, planning, purchasing, trading, distribution and technical.follow company standardsfollow company standardsLead and manage according to the organisation's code of conduct.analyse financial performance of a companyanalyse financial performance of a companyAnalyse the performance of the company in financial matters in order to identify improvement actions that could increase profit, based on accounts, records, financial statements and external informati...financial productsfinancial productsThe different types of instruments that apply to the management of cash flow that are available on the market, such as shares, bonds, options or funds.assess financial viabilityassess financial viabilityRevise and analyse financial information and requirements of projects such as their budget appraisal, expected turnover, and risk assessment for determining the benefits and costs of the project. Asse...monitor stock marketmonitor stock marketObserve and analyse the stock market and its trends on a daily basis to gather up-to-date information in order to develop investment strategies.advise on financial mattersadvise on financial mattersConsult, advise, and propose solutions with regards to financial management such as acquiring new assets, incurring in investments, and tax efficiency methods.trade securitiestrade securitiesBuy or sell tradable financial products such as equity and debt securities on your own account or on behalf of a private customer, corporate customer or credit institution.financial statementsfinancial statementsThe set of financial records disclosing the financial position of a company at the end of a set period or of the accounting year. The financial statements consisting of five parts which are the statem...stock marketstock marketThe market in which shares of publicly held companies are issued and traded.manage securitiesmanage securitiesAdminister the securities owned by the company or organisation, namely debt securities, equity securities and derivatives aiming to get the highest benefit from them.
Optional (21) — show
financial forecastingfinancial forecastingThe tool used in performing fiscal financial management to identify revenue trends and estimated financial conditions.business valuation techniquesbusiness valuation techniquesThe processes to valuate the worth of the assets of the company and the value of the business following techniques such as asset-based approach, business comparison, and past earnings.impact investingimpact investingInvestment strategy aimed at investing in organisations or initiatives with a social or environmental outlook, which in turn generates financial gains but also a positive impact in society.green bondsgreen bondsThe financial instruments traded in financial markets that aim at raising capitals for projects with specific environmental benefits.types of pensionstypes of pensionsThe types of monthly sums paid to someone in retirement, such as employment-based pensions, social and state pensions, disability pensions and private pensions.financial marketsfinancial marketsThe financial infrastructure which permits trading securities offered by companies and individuals govern by regulatory financial frameworks.social bondssocial bondsA set of financial instruments that aim at raising capital for projects with positive social outcomes and that provide return on the investment upon the achievement of specific social policy goals. So...trading softwaretrading softwareThe finance and trading integrated software solutions.tax legislationtax legislationTax legislation applicable to a specific area of specialisation, such as import tax, government tax, etc.corporate lawcorporate lawThe legal rules that govern how corporate stakeholders (such as shareholders, employees, directors, consumers, etc) interact with one another, and the responsibilities corporations have to their stake...apply credit risk policyapply credit risk policyImplement company policies and procedures in the credit risk management process. Permanently keep company's credit risk at a manageable level and take measures to avoid credit failure.perform stock valuationperform stock valuationAnalyse, calculate and appraise the value of the stock of a company. Use mathematic and logarithm in order to determine the value in consideration of different variables.manage budgetsmanage budgetsPlan, monitor, report on the budget and prepare set production budgets.manage profitabilitymanage profitabilityRegularly review sales and profit performance.create a financial plancreate a financial planDevelop a financial plan according to financial and client regulations, including an investor profile, financial advice, and negotiation and transaction plans.manage corporate bank accountsmanage corporate bank accountsHave an overview of the bank accounts of the company, their different purposes, and manage them accordingly while keeping an eye on their balance, interest rates, and charges.examine credit ratingsexamine credit ratingsInvestigate and look for information on the creditworthiness of companies and corporations, provided by credit rating agencies in order to determine the likelihood of default by the debtor.analyse the credit history of potential customersanalyse the credit history of potential customersAnalyse the payment capacity and credit history of potential customers or business partners.apply technical communication skillsapply technical communication skillsExplain technical details to non-technical customers, stakeholders, or any other interested parties in a clear and concise manner.sustainable financesustainable financeThe process of integrating environmental, social and governance (ESG) considerations when making business or investment decisions, leading to increased longer-term investments into sustainable economi...plan health and safety proceduresplan health and safety proceduresSet up procedures for maintaining and improving health and safety in the establishment or workplace.
Related Occupations
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Frequently asked questions
What does an investment manager do?
Investment managers administer the portfolio of investments that a company has. They perform close follow up of the investments looking for the most profitable solutions represented in financial products or securities. They analyse behaviour in financial markets, interests rates, and the companies' position in order to advise on risks and profitability for the client.
What skills does an investment manager need?
An investment manager needs 29 essential skills, including funding methods, banking activities, financial management, corporate social responsibility, financial analysis.
Will AI replace investment manager jobs?
The AI disruption score for investment manager is 77/100 (very high risk). Skills most exposed to automation: financial statements, manage corporate bank accounts, interpret financial statements. Most resilient: liaise with managers, liaise with financiers, follow company standards.
AI Replacement Risk
77/ 100
Very High Risk
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Skills most at risk from AI
Skills resilient to automation
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