Investment representative vs investment fund manager

Differences between investment representative and investment fund manager duties and responsibilities

Investment representative example responsibilities.

• Act as an investor center product coordinator; provide guidance on product and sales techniques for manage account solutions and annuities.
• Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
• Re-Obtain previously hold FINRA licenses.
• Sell fix and variable annuities.
• License financial adviser & insurance producer register with both FINRA & the state of Massachusetts.
• Answer inquiries with regards to equities, options, mutual fund, fixed-income and unit investment trusts.
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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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