---
name: asset-manager
description: "Occupational skill for the role 'asset manager' (also: independent financial adviser, asset portfolio manager, asset management adviser, wealth management advisor, assets manager, wealth management adviser). Use when the user asks for typical asset manager work such as: Prepare for and respond to regulatory inquiries.; Hire or evaluate staff.; Develop, implement, or monitor security valuation policies."
---

# Asset Manager

Asset managers invest the money of a client into financial assets, through vehicles such as investment funds or management of individual clients’ portfolios. This includes the management of the financial assets, within a given investment policy and risk framework, the provision of information, and the assessment and monitoring of risks.

## Core workflow

1. Prepare for and respond to regulatory inquiries.
2. Hire or evaluate staff.
3. Develop, implement, or monitor security valuation policies.
4. Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
5. Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.
6. Present investment information, such as product risks, fees, or fund performance statistics.
7. Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
8. Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.

## How to use this skill

- Read `references/profile.md` for the occupation profile and scope.
- Consult `references/tasks.md` for the full task and activity inventory.
- Check `references/skills.md` for essential vs. optional competences.
- Check `references/tools.md` for the software commonly used in this role.

## Key competences (essential)

- actuarial science
- advise on financial matters
- advise on risk management
- analyse financial performance of a company
- analyse financial risk
- analyse market financial trends
- asset management
- corporate social responsibility
- develop investment portfolio
- enforce financial policies
- examine credit ratings
- financial analysis
- financial markets
- financial statements
- follow company standards

## Hot technologies

- SAS
- Microsoft Power BI
- Tableau
- Microsoft Access
- Structured query language SQL
- Microsoft Outlook
- SAP software
- Microsoft Office software
- Microsoft PowerPoint
- Microsoft Visio

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*Sources: ESCO v1.2.1 (http://data.europa.eu/esco/occupation/e20eee17-4876-4f21-a0cb-5d7f40c63cd8), O*NET 30.3 (11-3031.03). See manifest.json for licensing/attribution.*
