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investment-fund-management-…/references/skills.md
2026-08-14 17:20:23 +02:00

1.8 KiB

Competences — investment fund management assistant

Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/934c3572-37f4-4cdd-a4a4-017f5f7809e4).

Essential

  • advise on financial matters (skill/competence)
  • analyse economic trends (skill/competence)
  • analyse market financial trends (skill/competence)
  • asset management (knowledge)
  • assist in fund management (skill/competence)
  • banking activities (knowledge)
  • communicate with banking professionals (skill/competence)
  • communicate with customers (skill/competence)
  • create a financial report (skill/competence)
  • economics (knowledge)
  • financial markets (knowledge)
  • financial products (knowledge)
  • funding methods (knowledge)
  • manage securities (skill/competence)
  • offer financial services (skill/competence)
  • prepare financial statements (skill/competence)
  • present reports (skill/competence)
  • securities (knowledge)

Optional

  • accounting (knowledge)
  • accounting techniques (knowledge)
  • actuarial science (knowledge)
  • analyse financial performance of a company (skill/competence)
  • analyse financial risk (skill/competence)
  • calculate tax (skill/competence)
  • compare property values (skill/competence)
  • examine credit ratings (skill/competence)
  • financial forecasting (knowledge)
  • financial statements (knowledge)
  • handle financial transactions (skill/competence)
  • implement marketing strategies (skill/competence)
  • maintain records of financial transactions (skill/competence)
  • manage contracts (skill/competence)
  • manage sales channels (skill/competence)
  • monitor stock market (skill/competence)
  • provide financial product information (skill/competence)
  • review investment portfolios (skill/competence)
  • stock market (knowledge)
  • trading software (knowledge)