Assessment Template For Investment Fund Managers
Investment Fund Managers
Hiring success rate
78% hiring better
Test Used
14983 times
Popular Job Roles
Occupation-Specific
Technology Skills
Enterprise resource planning ERP software
Tasks
- Manage investment funds to maximize return on client investments.
- Select specific investments or investment mixes for purchase by an investment fund.
- Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
- Select or direct the execution of trades.
- Develop or implement fund investment policies or strategies.
Technology Skills
Enterprise resource planning ERP software
Oracle Hyperion, SAP business and customer relations management software
Presentation software
Microsoft PowerPoint
Analytical or scientific software
Risk analysis software, SAS statistical software, Statistical analysis software
Financial analysis software
Portfolio analysis software, SunGard Financial Systems AddVantage
Data base user interface and query software
Microsoft Access, Structured query language SQL
Worker Requirements
Technology Skills
Enterprise resource planning ERP software
Skills
Active Listening
Knowledge
Economics and Accounting
Skills
Active Listening
Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Critical Thinking
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Reading Comprehension
Understanding written sentences and paragraphs in work-related documents.
Judgment and Decision Making
Considering the relative costs and benefits of potential actions to choose the most appropriate one.
Speaking
Talking to others to convey information effectively.
Knowledge
Economics and Accounting
Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
English Language
Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Mathematics
Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
Customer and Personal Service
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Administration and Management
Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
Worker Characteristics
Technology Skills
Enterprise resource planning ERP software
Skills
Active Listening
Knowledge
Economics and Accounting
Abilities
Deductive Reasoning
Interests
Enterprising
Work Values
Achievement
Work Styles
Integrity
Abilities
Deductive Reasoning
The ability to apply general rules to specific problems to produce answers that make sense.
Oral Comprehension
The ability to listen to and understand information and ideas presented through spoken words and sentences.
Oral Expression
The ability to communicate information and ideas in speaking so others will understand.
Written Comprehension
The ability to read and understand information and ideas presented in writing.
Inductive Reasoning
The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
Interests
Enterprising
Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.
Conventional
Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.
Work Values
Achievement
Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement.
Recognition
Occupations that satisfy this work value offer advancement, potential for leadership, and are often considered prestigious. Corresponding needs are Advancement, Authority, Recognition and Social Status.
Working Conditions
Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions.
Work Styles
Integrity
Job requires being honest and ethical.
Analytical Thinking
Job requires analyzing information and using logic to address work-related issues and problems.
Stress Tolerance
Job requires accepting criticism and dealing calmly and effectively with high-stress situations.
Achievement/Effort
Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.
Dependability
Job requires being reliable, responsible, and dependable, and fulfilling obligations.
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