Occupation

212333 Investment Manager

Latest release
Consultation draft: Australian and New Zealand Standard Classification of Occupations (ANZSCO)
Cite
Reference period
July 2024
Released
25/07/2024
Next release Unknown
First release

212333 Investment Manager

Manages investment portfolios, funds, and trusts on behalf of individuals, institutions, or other entities, in order to generate returns, meet investment objectives, and risk profiles over agreed periods of time.

Registration or licensing is required.

Alternative titles

  • Financial Asset Manager
  • Fund Manager
  • Portfolio Manager

Specialisations

  • Superannuation Funds Manager
  • Unit Trust Manager

ANZSCO skill level

This occupation has a skill level corresponding to the qualifications and experience below.

Australia

  • Skill Level 1: Bachelor Degree, higher qualification, or at least five years of relevant experience

New Zealand

  • Skill Level 2: NZQF Diploma, or at least three years of relevant experience

Main tasks

  • Develops and executes investment plans to achieve investment goals
  • Monitors investment performance, and adjusts strategies based on modified needs and market conditions
  • Conducts research and analysis to identify investment opportunities, make investment decisions and manage associated risks
  • Manages funds raised from personal superannuation savings policies, unit trusts, and other sources of funds
  • Assists in meeting superannuation compliance requirements, relevant laws, regulations, and fund policies
  • Provides reporting on investment performance, and financial, accounting, and budgeting information