Manage securities

Description

Administer the securities owned by the company or organisation, namely debt securities, equity securities and derivatives aiming to get the highest benefit from them.

Alternative labels

manage security
oversee securities
maintain securities
handle securities
managing securities

Skill type

skill/competence

Skill reusability level

cross-sector

Relationships with occupations

Essential skill

Manage securities is an essential skill of the following occupations:

Investment manager: Investment managers administer the portfolio of investments that a company has. They perform close follow up of the investments looking for the most profitable solutions represented in financial products or securities. They analyse behaviour in financial markets, interests rates, and the companies’ position in order to advise on risks and profitability for the client.
Betting manager: Betting managers organise and coordinate the activities of a betting shop. They oversee daily operations and facilitate communication between staff and customers. They carry out cashier duties, train staff and strive to improve the profitability of their business. They take responsibility for all betting activities and ensure that relevant betting rules and regulations are followed.
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.
Risk manager: Risk managers identify and assess potential threats and risks to a company, and give advice on how to deal with them. They create preventive plans to avoid and reduce risks, and put plans in place for when the company is threatened.
Brokerage firm director:
Brokerage firm directors organise the activities and the people involved in securities trading. They envision strategies aimed at increasing the efficiency of asset trading with a focus on profitability. They may also advise clients on appropriate trades.

Optional skill

Manage securities 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.

Credit analyst: Credit analysts investigate credit applications from customers and evaluate if the applications comply with regulations and guidelines of the financial loan-granting institution. On the basis of credit analyses they advise financial institutions whether customers are loan worthy. They perform tasks such as collecting data on the loan applicant, aquire additional information from other departments or institutions and indicating what sort of agreements the financial institution should reach with the credit applicant. Credit analysts also follow up on the development of the credit portfolio of clients.
Financial manager: Financial managers handle all the matters in reference to the finance and investments of a company. They manage financial operations of companies such as the assets, liabilities, equity and cash flow aiming to maintain the financial health of the company and operative viability. Financial managers evaluate the strategic plans of the company in financial terms, maintain transparent financial operations for taxation and auditing bodies, and create the financial statements of the company at the end of the fiscal year.
Corporate treasurer: Corporate treasurers determine and oversee the financial strategic policies of a company or organisation. They use cash management techniques like account organisation, cash flow monitoring, liquidity planning and control, risk management including currency and commodity risks and maintain close connection with banks and rating agencies.
Securities underwriter: Securities underwriters administer the distribution activities of new securities from a business company. They work in close connection with the issuing body of the securities in order to establish the price and buys and sells them to other investors. They receive underwriting fees from their issuing clients.

 


 

References

  1. Manage securities – ESCO

 

Last updated on September 20, 2022