The investment manager's work is very complicated, and he has to prepare investment research report, feasibility study report and framework agreement, draw up project implementation plan and action plan, participate in investment project negotiation, establish and maintain good business relationship with partners, competent departments and potential customers, participate in direct or indirect management of investment projects, monitor and analyze the management of investment projects, and put forward suggestions for business expansion and management improvement in time.

Investment managers are mainly business personnel who use wealth management products to make investment suggestions in the fields of cash management and fixed income, and provide investment management services for customers. Other professional names include bond investment manager, equity investment manager and bond market investment manager.