What does an investor do?
An investor is a person who decides to put on their money into a particular bank, company, or institution without assuring the return of that investment. Often, investors spend their money on education, business, or even retirement. Some people also invest in mutual funds, stock exchanges, real estate, or stocks in a corporation.
Investor responsibilities
Here are examples of responsibilities from real investor resumes:
- Manage $250K portfolio with exposure to commodities, futures, and equities.
- Manage a grand opening, create business website and Facebook marketing, implement marketing campaigns and sales events.
- Manage nation-wide CRM application between technical teams and business departments.
- Manage commercial and multifamily REO portfolio preparing property operating plans to enhance value and marketability of REO asset
- Prepare and review necessary reconciliations to ensure assets balance and agree to FNMA actual/actual and schedule/actual reports.
- Procure replacement instruments regarding lose securities.
- Implement SEO into TheAppicurean marketing strategy.
- Analyze market fundamentals and technical conditions for hundreds of equities.
- Perform cash reconciliations and develop and maintain financial templates for internal controls.
- Produce informational videos to educate patients about a healthcare client's ancillary services.
- Develop and maintain CRM database for accuracy of partner's bank information and government regulations.
- Train and experience in trading securities and derivatives using both technical and fundamental analysis of individual companies.
- Create LLC and build business operation from conceptualization to client acquisition, engagement negotiation, and deliverable management.
- Identify cross-selling opportunities by assessing customer needs and explaining product features and benefits that address the customers identify needs.
- Perform in-depth analysis of new and adjacent healthcare information segment opportunities for a leading customer experience marketing information services company.
Investor skills and personality traits
We calculated that 9% of Investors are proficient in Financial Statements, IR, and Press Releases. They’re also known for soft skills such as Interpersonal skills, Speaking skills, and Writing skills.
We break down the percentage of Investors that have these skills listed on their resume here:
- Financial Statements, 9%
Analyzed company financial statements and stock charts to determine investment opportunity and risk.
- IR, 8%
Developed aggressive IR initiative to educate institutional investors on company's sound fundamentals and strong upside potential.
- Press Releases, 7%
Prepared and distributed financial/informational press releases and reports to employees, stockholders and financial communities.
- Investment Community, 5%
Work closely with senior management to articulate the corporate strategy to investment community.
- Real Estate, 5%
Provide independent analysis and feasibility studies for real estate and investment properties.
- Reconciliations, 4%
Prepared and reviewed necessary reconciliations to ensure assets balanced and agreed to FNMA actual/actual and schedule/actual reports.
Common skills that an investor uses to do their job include "financial statements," "ir," and "press releases." You can find details on the most important investor responsibilities below.
Interpersonal skills. The most essential soft skill for an investor to carry out their responsibilities is interpersonal skills. This skill is important for the role because "public relations specialists deal with the public and the media regularly." Additionally, an investor resume shows how their duties depend on interpersonal skills: "focused team player possessing excellent interpersonal and relationship building skills. "
Speaking skills. Another soft skill that's essential for fulfilling investor duties is speaking skills. The role rewards competence in this skill because "public relations specialists regularly speak on behalf of clients or their organization." According to an investor resume, here's how investors can utilize speaking skills in their job responsibilities: "presented project to various investors including banks, venture capitalists, private equity funds, corporate investors and individual investors. "
Writing skills. investors are also known for writing skills, which are critical to their duties. You can see how this skill relates to investor responsibilities, because "public relations specialists must be able to write well-organized and clear press releases, speeches, and social media posts." An investor resume example shows how writing skills is used in the workplace: "manage associate and analyst underwriting and due diligence for sourced deals. "
Problem-solving skills. A big part of what investors do relies on "problem-solving skills." You can see how essential it is to investor responsibilities because "public relations specialists sometimes must explain how a company or client is handling sensitive issues." Here's an example of how this skill is used from a resume that represents typical investor tasks: "bank of america loan solutions collateral tracker maintain a pipe line of loan files upon receipt in the mortgage loan center. "
Organizational skills. A commonly-found skill in investor job descriptions, "organizational skills" is essential to what investors do. Investor responsibilities rely on this skill because "public relations specialists are often in charge of managing several events or communications at the same time, which requires excellent skills in coordinating arrangements." You can also see how investor duties rely on organizational skills in this resume example: "created strategic business development programs that contributed to organizational growth. "
The three companies that hire the most investors are:
- Citizens Alliance12 investors jobs
- Citizens Financial Group10 investors jobs
- JPMorgan Chase & Co.5 investors jobs
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Investor vs. Public relations
Public relations is a strategic way of developing and maintaining a client's or company's public image through media coverage, appearances, and press releases by designing and developing events to raise funds or to spread awareness to the public regarding products, brands, or individuals. It involves research and evaluation of programs including financial, marketing, employee, or government relations using topics of public interest and news items. Due to our present technological innovations, public relations now use webinars, blogs, and downloadable resources under one convenient website.
While similarities exist, there are also some differences between investors and public relations. For instance, investor responsibilities require skills such as "financial statements," "ir," "investment community," and "real estate." Whereas a public relations is skilled in "web content," "facebook," "event planning," and "blog posts." This is part of what separates the two careers.
The education levels that public relations earn slightly differ from investors. In particular, public relations are 4.0% less likely to graduate with a Master's Degree than an investor. Additionally, they're 1.1% less likely to earn a Doctoral Degree.Investor vs. Public relations assistant
A public relations assistant is responsible for assisting the development of promotional campaigns based on clients' specifications to boost brand awareness and generate sales for the company. Public relations assistants support the organization's public relations department, such as handling press releases, monitoring social media platforms, scheduling media advertisements, and perform market research to identify close competitors and adjust campaign strategies as needed. They also perform administrative duties, responding to the client's inquiries and concerns, conducting customer surveys, and requesting supplies for marketing campaigns, requiring them to have excellent communication and customer service skills.
Each career also uses different skills, according to real investor resumes. While investor responsibilities can utilize skills like "financial statements," "ir," "investment community," and "real estate," public relations assistants use skills like "facebook," "twitter," "press conferences," and "event planning."
In general, public relations assistants achieve lower levels of education than investors. They're 5.3% less likely to obtain a Master's Degree while being 1.1% less likely to earn a Doctoral Degree.Investor vs. Communications consultant
Communications consultants are responsible for preparing media releases, whether through print, video, or email. They perform varied tasks that may include working on complete projects such as media analysis and branding, creating strategies to reinforced communication among clients and employees, and providing guidance and recommendations to a company's public relations team. Communications consultants may also conduct training on best practices for other employees. Some employers prefer someone with a bachelor's degree in communications, public relations or journalism, previous work experience in a related field, and excellent written and verbal communication skills.
There are many key differences between these two careers, including some of the skills required to perform responsibilities within each role. For example, an investor is likely to be skilled in "financial statements," "ir," "investment community," and "real estate," while a typical communications consultant is skilled in "web content," "project management," "strategic communications plan," and "external communications."
Communications consultants typically earn similar educational levels compared to investors. Specifically, they're 3.8% more likely to graduate with a Master's Degree, and 0.7% more likely to earn a Doctoral Degree.Investor vs. Social media specialist
A social media specialist is an individual who is responsible for creating and administering content on all social media platforms to build an audience and ensure customer engagement. By using platforms such as Facebook and Twitter, social media specialists must create content that resonates with the interests of the intended audience. They are required to understand social media metrics so that they can use the information to ensure success in their social media strategy. Social media specialists must also work with industry professionals and influencers via social media to create a strong network.
Even though a few skill sets overlap between investors and social media specialists, there are some differences that are important to note. For one, an investor might have more use for skills like "financial statements," "ir," "investment community," and "real estate." Meanwhile, some responsibilities of social media specialists require skills like "social media marketing," "instagram," "digital marketing," and "facebook. "
The average resume of social media specialists showed that they earn similar levels of education compared to investors. So much so that theyacirc;euro;trade;re 4.6% less likely to earn a Master's Degree and less likely to earn a Doctoral Degree by 1.5%.Types of investor
Updated January 8, 2025
