Investment fund manager vs investment advisor

Differences between investment fund manager and investment advisor duties and responsibilities

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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Investment advisor example responsibilities.

• Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
• Obtain skills with different financial programs and tools such as Morningstar and NetX360.
• Advise and recommend insurance products including, fix and variable annuities, and term life.
• Focus on macroeconomic fundamentals, high yield, distress debt, volatility and macro base cross-asset statistical strategies.
• Communicate information to clients on various products offer such as equity funds, bond funds, annuities, and money markets.
• Identify client- specific and regulatory reporting requirements, review purchase and redemption activity, securities settlements, and cash movements.
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