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.