Investment Manager

An Investment Manager researches investment options, informs customers of choices, and performs buy-and-sell actions on the customer’s behalf. Being an Investment Manager means you will often work with large amounts of money, but sometimes represent individuals in smaller dollar sums as well.

The money you invest is generally gathered from a group of investors. Think of a company retirement plan. Each employee contributes money to the pot. You, as an Investment Manager, then take that pool of money and invest in a carefully researched mutual fund.

Of course mutual funds, growth funds, and hedge funds are just a few examples of the myriad securities options at your disposal. Because there are so many choices, you work with Analysts. But you spend a lot of time yourself researching the performance history, competition, and business objectives of the companies you recommend.

In contrast to a Broker, who is primarily a Sales Representative for a particular investment firm’s products, your responsibility is to your clients. What are their long-term and short-term goals? How liquid should the investment be? How much risk are they willing to take?

Regardless of your personal goals or convictions, you cater to the wishes of your clients first and foremost. Of course, this doesn’t mean you don’t get the opportunity to guide their decisions. It just means that you present the good with the bad, and let the client have the final say.