Job Description

Direct activities of accounting or operations departments; Manage investment funds to maximize return on client investments; Select specific investments or investment mixes for purchase by an investment fund; Identify group or individual target investors for a specific fund; Review offering documents or marketing materials to ensure regulatory compliance; Present investment information, such as product risks, fees, or fund performance statistics; Prepare for and respond to regulatory inquiries; Verify regulatory compliance of transaction reporting; Attend investment briefings or consult financial media to stay abreast of relevant investment markets; Responsible for financial oversight and fund management that passes internal and external auditing standards; Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation; Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals; Adhere to all deadlines, both internal and external, regarding pre and post award fund management; Monitor regulatory or tax law changes to ensure fund compliance; Develop or implement fund investment policies or strategies; Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.