Occupation

212333 Investment Manager

Latest release
OSCA - Occupation Standard Classification for Australia
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Reference period
2024, Version 1.0

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