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Investment Manager

Participate in the development of the key objectives of investment management; directly supervise the activities of managing, planning and organizing the work related to researches on organizing, planning and developing the investments in accordance with the approved operational plans and executive programs of the entity; follow up all the approved administrative processes; and ensure the availability of all the technical and human resources that guarantee the flow of daily operations as efficiently and effectively as possible.

Career

المحاسبة، البنوك والتمويل

Essential Skills

financial statements financial management financial analysis enforce financial policies analyse market financial trends strive for company growth create a financial plan advise on financial matters analyse financial performance of a company plan health and safety procedures liaise with managers follow company standards

Optional Skills

accounting department processes business management principles financial products risk transfer international trade customer service insurance law foreign valuta debt collection techniques bookkeeping regulations funding methods public finance financial department processes banking activities international financial reporting standards financial forecasting business valuation techniques energy performance of buildings public relations fraud detection survey techniques marketing management debt classification contract law fire safety regulations building codes depreciation corporate social responsibility building construction principles real estate market budgetary principles securities liquidity management cost management statistics market research accounting techniques economics types of pensions financial markets insolvency law accounting entries mortgage loans principles of insurance advertising techniques property law debt systems stock market modern portfolio theory business loans investment analysis actuarial science ethics national generally accepted accounting principles tax legislation corporate law customer relationship management marketing principles electronic communication credit control processes claims procedures financial jurisdiction sales strategies concurrent estate accounting public offering public housing legislation company policies insurance market types of insurance apply credit risk policy guarantee customer satisfaction collect property financial information trace financial transactions manage claim files advise on bankruptcy proceedings audit contractors produce materials for decision making integrate strategic foundation in daily performance produce statistical financial records calculate insurance rate carry out strategic research manage donor database make investment decisions communicate with customers advise on risk management advise on credit rating conclude business agreements analyse loans inform on fiscal duties support development of annual budget advise on tax planning manage securities perform stock valuation represent the organisation check construction compliance analyse claim files forecast organisational risks perform risk analysis coordinate events manage budgets maintain relationship with customers prepare tax returns forms manage volunteers maintain client debt records liaise with auditors protect client interests liaise with local authorities work within communities handle customer complaints build community relations ensure lawful business operations plan product management monitor financial accounts control financial resources organise press conferences calculate tax deliver a sales pitch report on overall management of a business manage credit union operations manage staff ensure information transparency oversee the facilities services budget develop product policies compile appraisal reports analyse insurance needs prepare financial auditing reports solve bank account problems liaise with financiers analyse business objectives advise on property value prepare credit reports develop investment portfolio draw conclusions from market research results provide cost benefit analysis reports recruit employees create banking accounts ensure compliance with company regulations manage profitability review insurance process assist in loan applications attend trade fairs analyse business processes review investment portfolios estimate profitability advise on investment show an exemplary leading role in an organisation synthesise financial information create credit policy evaluate performance of organisational collaborators analyse business plans decide on insurance applications interpret financial statements check accounting records prepare financial statements negotiate with property owners maintain records of financial transactions evaluate budgets recruit personnel manage corporate bank accounts plan allocation of space communicate with banking professionals develop promotional tools ensure finished product meet requirements identify customer's needs examine credit ratings advise on communication strategies implement operational business plans abide by business ethical code of conducts provide support in financial calculation inform on renting agreements manage personnel prospect new customers investigate social security applications create cooperation modalities handle lease agreement administration obtain financial information determine loan conditions consult information sources collect rental fees supervise property development projects initiate claim file manage administrative systems draft press releases liaise with advertising agencies liaise with property owners define measurable marketing objectives prepare inventory of properties perform dunning activities perform public relations manage financial risk follow the statutory obligations develop an organisational structure manage loan applications negotiate with stakeholders conduct financial audits promote financial products handle tenant changeover provide information on properties liaise with shareholders coordinate marketing plan actions fix meetings analyse internal factors of companies manage contracts hire new personnel maintain credit history of clients supervise staff perform asset recognition calculate dividends examine the conditions of buildings plan marketing campaigns perform debt investigation operate financial instruments safeguard bank reputation handle incoming insurance claims shape corporate culture advise on public finance impart business plans to collaborators perform clerical duties report major building repairs integrate shareholders' interests in business plans coordinate advertising campaigns coordinate operational activities analyse the credit history of potential customers review closing procedures monitor stock market exert expenditure control value properties ensure cross-department cooperation lead claim examiners draft accounting procedures advise on tax policy negotiate on asset value assess reliability of data disseminate information on tax legislation develop company strategies compare property values establish contact with potential donors assess customer credibility create risk reports develop professional network manage the handling of promotional materials liaise with board members ensure proper document management apply technical communication skills create underwriting guidelines monitor loan portfolio trade securities consult credit score manage claims process perform cost accounting activities create insurance policies develop public relations strategies estimate damage negotiate loan agreements write charity grant proposals explain accounting records perform project management plan buildings maintenance work develop financial products collaborate in company's daily operations analyse external factors of companies supervise sales activities present reports monitor national economy inform on interest rates ensure compliance with accounting conventions sell insurance execute feasibility study assess risk factors monitor contractor performance compile statistical data for insurance purposes collect financial data ensure compliance with disclosure criteria of accounting information manage the general ledger build business relationships budget for financial needs create a financial report assume responsibility for the management of a business perform asset depreciation identify if a company is a going concern manage accounts offer financial services analyse insurance risk train employees perform account allocation perform property market research attach accounting certificates to accounting transactions provide financial product information assess financial viability develop business plans analyse financial risk develop audit plan align efforts towards business development monitor title procedures organise property viewing identify clients' needs supervise accounting operations make strategic business decisions handle financial disputes manage contract disputes implement strategic planning handle financial transactions maintain financial records analyse community needs organise a damage assessment develop product design prepare market research reports perform market research communicate with tenants advise on bank account