Assist in fund management


Prepare the implementation of the investment fund manager’s decisions and make suggestions on management-related topics such as the development of financial products or the introduction of new sales channels.

Alternative labels

assist reserve management
assist trust management
assist finance management

Skill type


Skill reusability level


Relationships with occupations

Essential skill

Assist in fund management is an essential skill of the following occupations:

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.

Optional skill

Assist in fund management is optional for these occupations. This means knowing this skill may be an asset for career advancement if you are in one of these occupations.




  1. Assist in fund management – ESCO


Last updated on September 20, 2022