Investment Manager Job Description and Profile
Under general direction, the Investment Manager’s job entails planning, organizing and directing cash management schemes and programs for the company and other agencies. The Investment Manager engages in activities on public fund investment and debt financing and provides advices on various financial procedures and methods. The Investment Manager is responsible in the management of cash flow and investment of surplus types of funds. He ensures liquidity, yield and security of public funds.
Duties and Specifications
- Collects important information from various bank statements and makes efficient analyses of withdrawals and deposits.
- Forecasts expenditures as well as revenues to identify money available for possible investment projects.
- Identifies available investment funds.
- Researches different investment instruments and opportunities.
- Invests ready funds to optimize return consistent with existing risks.
- Negotiates sale and purchase securities necessary for the implementation of investment decisions and meeting of cash requirements.
- Monitors market values, requirements for collateral and bank deposit contracts.
- Monitors bank compensation as well as banking relationships.
- Computes portfolio market value and income coming from investment groups.
Skills and Specifications
- Able to evaluate and assess projected and current money market and economic conditions.
- Must be able to achieve greatest amount of earnings on any investment with acceptable risk.
- Must know how to negotiate any purchase as well as sales of instruments for investments at a favorable price.
- Able to utilize computerized investment cash flow schemes and programs, including hardware operation.
- Must know how to forecast requirements on cash income and outflow.
- Knows how to prepare accurate financial records.
- Be able to gather and evaluate evidences and facts.
- Be adept in drawing logical conclusions and created appropriate recommendations.
- Must write and speak in a clear and concise manner.
- Must be able to maintain harmonious work relationships and at the same time work effectively on his own.
Education and Qualifications
- Five years of investment experience that involved financial and economic analysis, portfolio management, and securities trading.
- A master’s degree in finance, money, and banking, or economics may be substituted for two years of the required experience.