Investment executive vs investment fund manager

Differences between investment executive and investment fund manager duties and responsibilities

Investment executive example responsibilities.

• Manage nearly USD 20MM in Peruvian equities for select high net worth individuals.
• Create and manage investment securities portfolios optimize to address each client's specific needs using establish asset allocation principles.
• Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
• Profile and sell appropriate equities, bonds and annuities to clients.
• Market and create wealth preservation portfolios to meet specific high-net-worth client needs, using annuities and insurance.
• Provide clients of a major financial institution with investment advice and securities transactions.
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Investment fund manager example responsibilities.

• Allocate and manage personal, family and friend's funds utilizing equities, fixed-income, options and futures.
• Manage investment portfolio traders, execute debt issuance and execute derivative market activity.
• Manage short term interest rate risk management utilizing basis swaps to modify portfolio duration.
• Course focuse first on securities analysis and then hands-on management of the portfolio.
• Facilitate accurate and timely NAV and dividend rate dissemination while ensuring adherence to establish policies and client specific procedures.
• Adjust sector exposure to express personal macro views, selecting single stocks within sector base on fundamental analysis and technical indicators.
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