Low to No Risk

16

Moderate Risk

2

High Risk

1

Extreme Risk

0

• 1Prepare for and respond to regulatory inquiries.
• 1.2Hire or evaluate staff.
• 0.5Direct activities of accounting or operations departments.
• 1.2Develop, implement, or monitor security valuation policies.
• 1Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
• 1.2Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.
• 2Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.
• 0.3Meet with investors to determine investment goals or to discuss investment strategies.
• 2Identify group or individual target investors for a specific fund.
• 1.5Develop or direct development of offering documents or marketing materials.
• 1.5Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.
• 1.8Develop or implement fund investment policies or strategies.
• 2.2Select or direct the execution of trades.
• 1.2Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.
• 1.8Manage investment funds to maximize return on client investments.
• 1.7Select specific investments or investment mixes for purchase by an investment fund.

5.0% of Financial Managers tasks can be automated with AI or robotics