Investment Executive Duties & Responsibilities

The role and function of an Investment Executive includes the following duties and responsibilities:

Engages in regular research and reading to stay apprised about the state of the economy, global financial markets, and general current events
Maintains current knowledge about financial products available to corporate and individual clients, including bonds, stocks, investments, and trusts
Works closely with investment analysts to assess financial information and investment opportunities
Presents investment opportunities and related analysis while pitching proposed course of action in meetings with clients
Takes on high levels of responsibility on behalf of financial institutions, corporate clients, investment organisations, and insurance companies
Develops relationships with clients and expands client network in professional and social settings
Uses complex financial models to project future earning and profit potential and uses this data to inform decisions and proposals
Makes decisions about financial and investment opportunities on behalf of clients
Meets with an investment team, including analysts and other managers, to stay up-to-date about market situations and company decisions that may impact one another
Specialises in a particular field or industry to aspire to achieve expert level knowledge

Note that this is not an exhaustive list of Investment Executive duties and responsibilities. Job functions for specific Investment Executive roles may vary, depending on the industry and type of employer.

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