Occupation Atlasmutual fund broker
ESCO · http://data.europa.eu/esco/occupation/c9839843-6cac-4564-8aa7-de4a5b9b62e1
mutual fund broker
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.
Compare with another occupationCompare with securities analyst
Job Zone
- 1
- 2
- 3
- 4
- 5
Zone 5: Extensive Preparation Needed
Extensive preparation. Usually a graduate degree, with extensive skill, knowledge and experience — many of these occupations expect more than five years of experience.
Job Zone is O*NET's rating of how much education, experience and training an occupation typically needs — a property of the work, not of anyone doing it.
Occupational interest profile
ECIEnterprising · Conventional · Investigative — the three strongest interests, in order
- E Enterprising6.95
- C Conventional5.21
- I Investigative3.77
- S Social2.69
- A Artistic1.65
- R Realistic1.48
RIASEC (Holland) interests on O*NET's 0–7 scale: what the work draws on, not what any individual prefers. Hover a row for what each dimension means.
Job Zone and interest data are borrowed from Investment Fund Managers (11-3031.03): in the official ESCO–O*NET crosswalk, its close O*NET match, and the best-ranked match that has them. ESCO doesn't publish them directly.
Typically associated skills
Essential (17)
ESCO's essential and optional tags describe how its taxonomy relates a skill to this occupation. They are not the essential functions of a job under the ADA, which an employer determines for its own role.
- actuarial science
- analyse economic trends
- analyse market financial trends
- develop investment portfolio
- economics
- financial markets
- financial products
- forecast economic trends
- investment analysis
- modern portfolio theory
- monitor stock market
- operate financial instruments
- provide financial product information
- review investment portfolios
- securities
- stock market
- trade securities
Optional (15)
- advise on financial matters
- analyse financial risk
- apply technical communication skills
- asset management
- build business relationships
- create a financial plan
- customer service
- develop professional network
- financial jurisdiction
- handle financial transactions
- implement hedging strategies for clients
- liaise with shareholders
- offer financial services
- perform stock valuation
- provide cost benefit analysis reports
O*NET equivalents
From the official ESCO–O*NET crosswalk, strongest match first. A broader occupation takes in this one; a narrower one is a part of it.
Closest occupations
Compare any occupation →ESCO occupations that share the most of this occupation's 17 essential skills. A plain count, not a hidden score.
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11 shared · 10 more of its ownmonitor stock market, modern portfolio theory, stock market, analyse economic trends
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securities trader
10 shared · 6 more of its ownmonitor stock market, forecast economic trends, modern portfolio theory, stock market
ESCO · Compare
securities broker
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This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license; O*NET® is a trademark of USDOL/ETA. ESCO occupations and skills are from the European Commission's ESCO classification, and the occupation crosswalk is the official ESCO–O*NET mapping by the ESCO Secretariat with USDOL/ETA. This service uses the ESCO classification of the European Commission. BlissPoint Analytics has modified all or some of this information: skill, task and descriptor ratings are rounded to one decimal, and ESCO occupations show Job Zone and interests copied from a crosswalked O*NET occupation. USDOL/ETA has not approved, endorsed, or tested these modifications.