Investment management is a career goal that all employees and financial professionals want to achieve. If you are also targeting this position as your career goal, the first thing to do is to know the entry requirements. Join Navigos Search to find out the recruitment criteria as well as the conditions to become a professional investment manager through the article below!
1. What is investment management?
An investment manager is responsible for researching, analyzing and monitoring investment trends, making predictions about market conditions to help individuals and businesses make important accurate investment decisions.
An investment manager will research, analyze and make investment decisions
2. Scope of work of an investment manager
The investment manager position must perform the following important tasks:
- Manage the list of investment projects and fields according to the set strategy of the enterprise
- Research, analyze and predict investment trends in the market
- Propose and modify investment strategies and methods appropriate to each operation period
- Search, analyze and propose ideas as well as investment plans for individuals and businesses
- Evaluate, appraise and recommend relevant investment opportunities
- Develop operational and development plans for the investment team
- Recruit, manage and train team members
- Assign tasks and evaluate the performance of employees
- Build and maintain good relationships with businesses, authorities, and related agencies to serve investment projects
- Report work and perform other duties as directed by superiors
3. Requirements to become a professional investment manager
Enterprises operating in the field of investment always run in fierce competition and all want to recruit knowledgeable investment managers with expertise and extensive experience to meet job requirements. To successfully apply for this position and improve your chances of becoming a good investment manager, you must meet the following basic requirements:
Qualifications, experience, professional certificates
The first requirement to successfully apply for an investment manager job and work in companies, businesses and financial institutions is a Bachelor's degree in Accounting, Banking, Statistics, Finance, Economics... If you study in a different major and have a passion for this field, you still have the opportunity to become an investment manager through studying and getting a CFA (Chartered Financial Analysis) certificate.
In addition, candidates also need to have at least 3 years of working experience in a similar position to ensure good performances of their role. You should gain experience working in the financial sector to have a realistic view of the investment industry and understand the duties of this profession in the future. More practical work experience also gives you the opportunity to connect with senior managers to learn valuable industry experiences.
An investment manager must have in-depth expertise and extensive experience in the profession
Soft skills
Investment management jobs are competitive, so you need to set yourself apart. Professional qualifications and work experience are the first impression on employers, and skills are important factors in assessing whether you are suitable for the profession or not.
The investment process is not simply choosing what you like and gathering them to make an investment decision, but it comes from researching the market, researching industry groups, stocks, and even risk tolerance and business profit expectations. Therefore, many important skills such as good management skills, working independently, building relationships - networking persuasion, ... need to be honed every day to be more successful as an investment manager.
Develop a clear initial investment strategy
Many people who fail in this field have said that the reason they went bankrupt is because there was no clear strategy. Strategy is like a road map, the more detailed this map is, the more favorable the next steps launch. Therefore, you need to outline a clear investment strategy, diversify your portfolio to have the right direction and avoid unexpected risks.
Prepare an exit plan
Decisiveness is also one of the crucial factors for success or failure in the investment field. However, it is not always successful to rush into a certain project because no one knows what the market situation is like. So you need to know when to invest and when to withdraw. During the investment planning process, prepare an exit plan in case something unexpected happens.
Having an exit plan in place is very important in the investment field
Constant learning
A smart investor always tries and learns to keep up with the progress and capture the potential market. Society and the market are always changing and developing constantly, so knowing where to invest in the right place and at the right time is not easy. Continuously learning and updating knowledge will build up important skills at work.
Patience
With a good investment manager, they are always patient to the end and wait for the right time to achieve the expected results. Patience is one of the important factors, helping you get through critical times and achieve success in the very end.
Accept failure
It is very difficult even for an experienced and good investment manager to avoid risks and failures in the profession. We often hear "failure is the mother of success" and from that failure, you will have practical experiences to analyze the reasons for losing and draw valuable experiences for the next project. If success is easy to achieve in the investment field then probably everyone pursues this job. Therefore, do not be discouraged or feel disappointed after the failures because they are the driving force for you to succeed in the profession.
4. Find investment manager jobs quickly at Navigos Search
If you are looking to try investment manager jobs, don't hesitate to apply at Navigos Search to get the best working environment. Established in 2002, Navigos Search is the leading prestigious mid-level and senior-level recruitment company in Vietnam.
The strength of Navigos Search is that we own a team of experienced consultant experts who have a deep understanding of the value of human resources. Based on a methodical recruitment process and professional skills, experts are always ready to support candidates, advise on suitable jobs and discuss the most suitable employers.
Navigos Search acts as a bridge to negotiate and advise on attractive salary and benefits for candidates. After the candidate is selected, the recruitment specialist continues to closely monitor and support the candidate when necessary during the probationary period and after the probationary period.
In addition, we also provide the optimal recruitment solution with huge data about candidates, making the recruitment process faster and bringing the most potential candidates to businesses. Navigos Search is proud to be the first choice of most large companies and corporations when there is a need to recruit mid-level and high-level personnel. If your business is in need of recruiting talents, please contact us to get the best and most suitable candidates.
The leading prestigious mid-level and senior-level personnel recruitment company in Vietnam
Especially, if you are looking for jobs as investment managers, or want to be notified when there is a job posting that matches your qualifications and experience, please send your CV to Navigos Search for quick contact when there are any suitable vacancies. Navigos Search always strives to support candidates and businesses to reach their dreams through the number 1 professional recruitment service in Vietnam!
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middle and high-level talent hunting company