2123 Investment Specialists
2123 Investment Specialists
Analyse companies and market conditions to identify investment opportunities, create and implement capital raising strategies, and manage investments.
OSCA skill level
The occupations in this unit group have a skill level corresponding to the qualifications and experience below.
- Skill Level 1: Bachelor Degree, higher qualification, or at least five years of relevant experience
212331 Capital Markets Specialist
Creates, reviews and implements strategies to raise capital for clients.
Registration or licensing is required.
Skill level: 1
Main tasks
- Provides strategic advice to companies to raise capital through capital market events and debt advisory transactions
- Analyses the value of companies, examines financial models, and reviews financial research
- Negotiates and structures deals for mergers and acquisitions
- Implements and executes strategies and guides clients through initial public offerings, divestments, issuing and selling of securities, and other events
212332 Investment Analyst
Collects and analyses information, such as market trends, financial statements, economic factors and regulatory changes to identify investment opportunities for an organisation.
Specialisation
- Equity Analyst
Skill level: 1
Main tasks
- Collects and analyses financial data, market trends and earlier investment decisions of the organisation to identify new investment opportunities
- Completes investment analysis and research on companies, portfolios, equities, debt and managed funds
- Develops and maintains financial models to evaluate the feasibility and profitability of investment opportunities
- Monitors and evaluates market and investment performance, identifies areas for improvement, and proposes strategies to optimise returns
- Prepares investment reports and recommendations for senior management, advisers, brokers and investors
212333 Investment Manager
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.
Registration or licensing is required.
Alternative titles
- Financial Asset Manager
- Fund Manager
- Portfolio Manager
Specialisations
- Superannuation Funds Manager
- Unit Trust Manager
Skill level: 1
Main tasks
- 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