investment fund management assistant


Investment fund management assistants provide clients with financial planning advice on financial products and serve as the main contact point for new and old clients. They assist and perform preparatory work in the creation and administration of funds and help with the implementation of fund management decisions made by the portfolio or fund manager.

Scope notes

Includes people working with fund managers to assist them in various tasks including monitoring the financial markets.

Alternative label

  • investment fund manager

  • investment fund clerks

  • investment fund assistant

  • investment fund specialist

  • investment fund clerk

  • investment fund assistants

  • investment fund office clerk

  • investment fund office clerks

  • investment fund specialists

Regulatory aspect

To see if and how this occupation is regulated in EU Member States, EEA countries or Switzerland please consult the Regulated Professions Database of the Commission. Regulated Professions Database:


Essential skills and competences

Essential Knowledge

Optional skills and competences

Optional Knowledge



Concept URI