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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

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Markdown

# 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)