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Investment Manager
Investment managers assist clients in investing their money. This can be investment in shares, bonds and other assets.
Institutional investment managers work on behalf of organisations, such as pension funds or insurance companies, where the sums of money invested are huge. Fund management can also involve investment trusts or unit trusts, products bought by individuals which tend to involve smaller sums (compared to institutional funds).
The work involves:
• meeting with clients, often at the client's premises;
• liaising with clients or gathering information, often over the telephone;
• researching, e.g. from financial media and briefings provided by investment analysts.
Vacancies arise with financial institutions including specialist fund management companies (also known as investment management and asset management).
Trainees may study the Investment Management Certificate of the UK Society of Investment Professionals (UKSIP) and progress to the Chartered Financial Analyst (CFA) qualification administered by the Chartered Financial Analyst (CFA) Institute.
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