skillfactor-pipeline/skills/mutual-fund-broker/references/profile.md

Occupation profile — mutual fund broker

• ESCO URI: http://data.europa.eu/esco/occupation/c9839843-6cac-4564-8aa7-de4a5b9b62e1
• ESCO code: 3311.2.3
• ISCO-08 group: 3311 — Securities and finance dealers and brokers
• O*NET-SOC: 11-3031.03 — Investment Fund Managers (match: closeMatch)

Description (ESCO)

Mutual fund brokers handle and raise cash from shareholders in order to invest them in stocks, bonds and money-market securities. They engage with investors by making inquiries about the client's mutual funds account status and transaction procedures. Mutual fund brokers make use of their expertise in investment theory, market experience, and research to pick the most approapriate investments for their fund portfolio. They ensure that the mutual fund's operations are in compliance with legal requirements.

Definition

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Alternative labels

• mutual fund manager
• mutual fund sales representative
• mutual fund salesman
• mutual fund dealer
• mutual fund sales agent