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
61 lines
2.4 KiB
Markdown
61 lines
2.4 KiB
Markdown
# Competences — investment manager
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Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/0ecedad1-1144-45ff-83db-a3c4db393036).
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## Essential
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- **advise on financial matters** (skill/competence)
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- **analyse business plans** (skill/competence)
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- **analyse financial performance of a company** (skill/competence)
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- **analyse financial risk** (skill/competence)
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- **analyse market financial trends** (skill/competence)
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- **assess financial viability** (skill/competence)
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- **asset management** (knowledge)
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- **banking activities** (knowledge)
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- **corporate social responsibility** (knowledge)
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- **develop investment portfolio** (skill/competence)
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- **enforce financial policies** (skill/competence)
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- **financial analysis** (knowledge)
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- **financial management** (knowledge)
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- **financial products** (knowledge)
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- **financial statements** (knowledge)
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- **follow company standards** (skill/competence)
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- **funding methods** (knowledge)
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- **interpret financial statements** (skill/competence)
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- **investment analysis** (knowledge)
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- **liaise with financiers** (skill/competence)
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- **liaise with managers** (skill/competence)
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- **manage securities** (skill/competence)
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- **monitor stock market** (skill/competence)
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- **obtain financial information** (skill/competence)
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- **public offering** (knowledge)
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- **review investment portfolios** (skill/competence)
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- **stock market** (knowledge)
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- **strive for company growth** (skill/competence)
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- **trade securities** (skill/competence)
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## Optional
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- analyse the credit history of potential customers (skill/competence)
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- apply credit risk policy (skill/competence)
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- apply technical communication skills (skill/competence)
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- business valuation techniques (knowledge)
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- communicate with banking professionals (skill/competence)
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- corporate law (knowledge)
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- create a financial plan (skill/competence)
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- examine credit ratings (skill/competence)
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- financial forecasting (knowledge)
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- financial markets (knowledge)
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- green bonds (knowledge)
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- impact investing (knowledge)
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- manage budgets (skill/competence)
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- manage corporate bank accounts (skill/competence)
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- manage profitability (skill/competence)
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- perform stock valuation (skill/competence)
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- plan health and safety procedures (skill/competence)
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- social bonds (knowledge)
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- sustainable finance (knowledge)
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- tax legislation (knowledge)
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- trading software (knowledge)
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- types of pensions (knowledge)
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