operating duty
1. According to the investment strategy of the Investment Decision Committee, supported by the research report of the research department, combined with the analysis of the securities market, listed companies and investment opportunities, formulate specific investment plans for the managed funds, including: asset allocation, industry allocation and heavy stock investment plans;
2. Provide funds to the R&D department according to the provisions of the fund contract;
3. Visit the listed companies for further research and in-depth analysis of the stock fundamentals;
4. Build a portfolio and make independent decisions within the scope of authorization; If not, it should be reported to the person in charge of investment and the investment decision-making Committee for approval before issuing trading instructions to the traders in the central trading room.
The Core Competitiveness of Fund Managers
Knowledge requirements: fund managers generally require a master's degree or above in finance-related major, a good mathematical foundation and a solid economic theory foundation, and more importantly, the investment performance of a certain scale fund in the past.
Skills requirements: fund managers need to have strong quantitative analysis and investment forecasting ability, and be able to make the combination with the most appreciation space and potential in various investment projects; We must also have strong risk control ability and pressure tolerance.
Experience requirements: fund managers usually require long experience in securities industry, especially "practical experience" in investment, that is, the past investment performance of a certain scale fund is an important condition for whether they can be fund managers.
Professional quality: strategic thinking, sensitivity to market changes, international vision, forward-looking investment vision and good professional ethics.
Development path: To become a fund manager, I started with my major in finance, then entered the securities industry (investment institutions such as securities companies, insurance companies and futures companies) and engaged in basic work such as research, analysis and trading. After several years of tempering, I gradually transitioned to the work of assistant fund manager. These are potential ways to be promoted to fund manager.
Transformation opportunities: fund managers can become investment directors, vice presidents in charge of investment, go to institutional departments where other companies need to invest, or set up independent investment institutional participants.