# Tasks & work activities — investment manager

Source: O*NET 30.3, occupation 13-2051.00 (Financial and Investment Analysts).

## Task statements

- **[nan]** Advise clients on aspects of capitalization, such as amounts, sources, or timing.
- **[nan]** Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
- **[nan]** Assess companies as investments for clients by examining company facilities.
- **[nan]** Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
- **[nan]** Collaborate with investment bankers to attract new corporate clients.
- **[nan]** Conduct financial analyses related to investments in green construction or green retrofitting projects.
- **[nan]** Confer with clients to restructure debt, refinance debt, or raise new debt.
- **[nan]** Create client presentations of plan details.
- **[nan]** Determine the prices at which securities should be syndicated and offered to the public.
- **[nan]** Develop and maintain client relationships.
- **[nan]** Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
- **[nan]** Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
- **[nan]** Evaluate and compare the relative quality of various securities in a given industry.
- **[nan]** Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
- **[nan]** Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
- **[nan]** Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.
- **[nan]** Monitor developments in the fields of industrial technology, business, finance, and economic theory.
- **[nan]** Monitor fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews.
- **[nan]** Perform securities valuation or pricing.
- **[nan]** Prepare all materials for transactions or execution of deals.
- **[nan]** Prepare plans of action for investment, using financial analyses.
- **[nan]** Present oral or written reports on general economic trends, individual corporations, and entire industries.
- **[nan]** Purchase investments for companies in accordance with company policy.
- **[nan]** Recommend investments and investment timing to companies, investment firm staff, or the public.
- **[nan]** Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.
- **[nan]** Supervise, train, or mentor junior team members.

## Detailed work activities

- Advise others on business or operational matters.
- Advise others on financial matters.
- Analyze business or financial data.
- Analyze industry trends.
- Analyze market conditions or trends.
- Analyze risks related to investments in green technology.
- Apply mathematical models of financial or business conditions.
- Assess financial status of clients.
- Assess risks to business operations.
- Collaborate with others in marketing activities.
- Confer with others about financial matters.
- Create images of data, locations, or products.
- Determine the value of goods or services.
- Develop business relationships.
- Develop financial or business plans.
- Evaluate condition of properties.
- Identify strategic business investment opportunities.
- Prepare contracts or other transaction documents.
- Present business-related information to audiences.
- Present work to clients for approval.
- Purchase products or services.
- Recommend investments to clients.
- Supervise employees.
- Train personnel to enhance job skills.
- Update professional knowledge.