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skillfactor-pipeline/skills/investment-manager/references/skills.md
skillfactor-pipeline af05383bb1 chore: v1 baseline - full 3,039-package catalog with AI-skill enrichment and O*NET backfill
Snapshot before the quality program (relevance gates, tiered mapping,
QA linter). v1 is the immutable before/after reference; evidence crawl
was at ~175/3039 occupations when tagged.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01PDKeXvpT6tENSvyQGLV1Uq
2026-07-09 05:32:49 +02:00

2.4 KiB

Competences — investment manager

Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/0ecedad1-1144-45ff-83db-a3c4db393036).

Essential

  • advise on financial matters (skill/competence)
  • analyse business plans (skill/competence)
  • analyse financial performance of a company (skill/competence)
  • analyse financial risk (skill/competence)
  • analyse market financial trends (skill/competence)
  • assess financial viability (skill/competence)
  • asset management (knowledge)
  • banking activities (knowledge)
  • corporate social responsibility (knowledge)
  • develop investment portfolio (skill/competence)
  • enforce financial policies (skill/competence)
  • financial analysis (knowledge)
  • financial management (knowledge)
  • financial products (knowledge)
  • financial statements (knowledge)
  • follow company standards (skill/competence)
  • funding methods (knowledge)
  • interpret financial statements (skill/competence)
  • investment analysis (knowledge)
  • liaise with financiers (skill/competence)
  • liaise with managers (skill/competence)
  • manage securities (skill/competence)
  • monitor stock market (skill/competence)
  • obtain financial information (skill/competence)
  • public offering (knowledge)
  • review investment portfolios (skill/competence)
  • stock market (knowledge)
  • strive for company growth (skill/competence)
  • trade securities (skill/competence)

Optional

  • analyse the credit history of potential customers (skill/competence)
  • apply credit risk policy (skill/competence)
  • apply technical communication skills (skill/competence)
  • business valuation techniques (knowledge)
  • communicate with banking professionals (skill/competence)
  • corporate law (knowledge)
  • create a financial plan (skill/competence)
  • examine credit ratings (skill/competence)
  • financial forecasting (knowledge)
  • financial markets (knowledge)
  • green bonds (knowledge)
  • impact investing (knowledge)
  • manage budgets (skill/competence)
  • manage corporate bank accounts (skill/competence)
  • manage profitability (skill/competence)
  • perform stock valuation (skill/competence)
  • plan health and safety procedures (skill/competence)
  • social bonds (knowledge)
  • sustainable finance (knowledge)
  • tax legislation (knowledge)
  • trading software (knowledge)
  • types of pensions (knowledge)