# Competences — mutual fund broker

Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/c9839843-6cac-4564-8aa7-de4a5b9b62e1).

## Essential

- **actuarial science** (knowledge)
- **analyse economic trends** (skill/competence)
- **analyse market financial trends** (skill/competence)
- **develop investment portfolio** (skill/competence)
- **economics** (knowledge)
- **financial markets** (knowledge)
- **financial products** (knowledge)
- **forecast economic trends** (skill/competence)
- **investment analysis** (knowledge)
- **modern portfolio theory** (knowledge)
- **monitor stock market** (skill/competence)
- **operate financial instruments** (skill/competence)
- **provide financial product information** (skill/competence)
- **review investment portfolios** (skill/competence)
- **securities** (knowledge)
- **stock market** (knowledge)
- **trade securities** (skill/competence)

## Optional

- advise on financial matters (skill/competence)
- analyse financial risk (skill/competence)
- apply technical communication skills (skill/competence)
- asset management (knowledge)
- build business relationships (skill/competence)
- create a financial plan (skill/competence)
- customer service (knowledge)
- develop professional network (skill/competence)
- financial jurisdiction (knowledge)
- handle financial transactions (skill/competence)
- implement hedging strategies for clients (skill/competence)
- liaise with shareholders (skill/competence)
- offer financial services (skill/competence)
- perform stock valuation (skill/competence)
- provide cost benefit analysis reports (skill/competence)
