Investment fund manager vs portfolio manager

Differences between investment fund manager and portfolio manager 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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Portfolio manager example responsibilities.

• Manage ongoing existing client needs and assist in credit structuring at loan origination.
• Manage over $900M in U.S. Equities and fixed-income; are simultaneously responsible for monitoring over $1.4b in global assets
• Manage governance, engage stakeholders and communicate budget impact to senior management.
• Conduct post-promotion analysis and manage financial reporting to ensure favorable ROI for clients.
• Create PowerPoint presentation books for clients.
• Facilitate internal, external, GAAP audits.
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