How do they match: Financial Managers

  • Investment Manager
  • Relationship Manager

  • Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.

  • Analyze and classify risks and investments to determine their potential impacts on companies.
  • Communicate with stockholders or other investors to provide information or to raise capital.
  • Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
  • Evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions.

  • Establish interpersonal business relationships to facilitate work activities.
  • Prepare reports related to compliance matters.