Investment Manager manages overall bank’s investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Manager measures and evaluates return on investment and trends that may impact the portfolio. Requires a bachelor’s degree. Additionally, Investment Manager typically reports to a head of a unit/department. The Investment Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be an Investment Manager typically requires 5 years experience in the related area as an individual contributor. 1 – 3 years supervisory experience may be required. Extensive knowledge of the function and department processes.
Investment Manager Job Description Template
Our company is looking for a Investment Manager to join our team.
Responsibilities:
- Act as the first point of contact for internal and external clients;
- Assess tax impact on clients of rules and law changes, develop tax arguments to support conclusions and make recommendations to clients;
- Manage client portfolios of various size and scope within the alternative investment fund industry (private equity, real estate and/or hedge funds);
- Manage teams of tax professionals/assistants working on client projects;
- Deliver high quality tax services to clients;
- Manage risk and financial performance of engagements including billing, collections, and project budgets.
Requirements:
- Proficiency in the taxation of partnerships and tiered investment fund structures;
- A minimum of five years of tax experience in the alternative investment industry;
- Excellent verbal and written communication skills with the ability to articulate complex financial information;
- Alternative investments (private equity, real estate and/or hedge funds) experience.