INVESTMENT MANAGER SKILLS, EXPERIENCE, AND JOB REQUIREMENTS
Published: Nov 19, 2025 - The Investment Manager has experience in asset and investment management, performs in-depth due diligence, and understands capital markets along with IFRS and insurance regulations such as Solvency II. This position requires strong strategic and analytical skills, the ability to develop multi-asset strategies, prepare investment proposals, and communicate confidently in international environments while using tools like Office 365, Power BI, VBA, Python, and R. The Manager also needs to monitor economic trends, adjust asset allocations proactively, and collaborate effectively across interdisciplinary and intercultural teams.
Essential Hard and Soft Skills for a Standout Investment Manager Resume
- Financial Modelling
- Market Analysis
- Due Diligence
- Valuation Modelling
- Investment Evaluation
- Portfolio Monitoring
- Risk Assessment
- Contract Negotiation
- Investment Reporting
- Scenario Planning
- Stakeholder Management
- Team Collaboration
- Relationship Building
- Strategic Communication
- Decision Support
- Negotiation Skills
- Cross-Functional Coordination
- Presentation Skills
- Client Engagement
- Problem Solving
Summary of Investment Manager Knowledge and Qualifications on Resume
1. BS in Statistics with 2 years of Experience
- Previous investment execution experience in the agri-food industry or related sectors.
- Native or excellent verbal and written communication skills (English).
- Passion for communicating, negotiating, and developing close relationships with people.
- Ability to adapt quickly to the fast-paced working environment.
- Strong self-motivation and willingness to learn and deal with new industries.
- Capable of handling multiple tasks with great time-management skills and responsibility.
- Active and eager to grow fast with a "roll up your sleeves" mentality.
- Good presentation and client communication skills.
- Excellent skills (financial modelling) in analytical research.
- Open to new ideas and comfortable giving and receiving constructive feedback.
- Comfortable with engaging in multiple projects and meeting tight deadlines.
- Proficiency in Microsoft Office (experience with Google Suite, Slack, and other social media platforms).
2. BS in Accounting with 4 years of Experience
- Solid foundation of technology investment and operations.
- Strong financial modelling skills, with experience in building sophisticated integrated financial models for investment evaluation purposes.
- End-to-end investment transaction (or i-banking) execution experience.
- Commercial acumen, along with a structured thought process, and with perpetual learning attitude.
- Strong networks with tech companies and start-up founders.
- Knowledge of advanced scenario testing, sensitivity analysis, and stress-testing methodologies.
- Familiarity with both top-down and bottom-up investment research approaches.
- Experience conducting detailed sector benchmarking to assess competitive positioning and long-term business viability.
- Exposure to managing investor roadshows, due diligence sessions, and investment pitching to external stakeholders.
- Excellent English-speaking skills and the ability to write investment notes and communicate with foreign investors/partners.
- Exceptional problem-solving skills with the ability to break down complex issues into actionable insights.
- High degree of professional maturity when engaging with senior executives, board members, and institutional investors.
3. BS in Economics with 5 years of Experience
- Good knowledge of investments and managing client portfolios.
- Experience managing charities or have the interest and propensity to be dedicated to this market sector (could be from a charity or institutional investment background).
- An overall understanding of managing balanced portfolios against a benchmark and operating within a defined risk framework.
- Understanding of attribution and the behaviour of different asset classes at different stages of the economic cycle.
- Proven track record in conducting in-depth fundamental and quantitative research to support investment recommendations.
- Experience developing bespoke investment strategies tailored to diverse client objectives and long-term financial goals.
- Background in monitoring market trends, macroeconomic indicators, and regulatory developments to inform portfolio decisions.
- Strong analytical and critical-thinking skills.
- Good presentation and client meeting skills regularly, with a view to winning new business mandates at open tender.
- Demonstrable client skills and can cover both the management of charity client portfolios and meeting needs of charity trustees.
- Strong team player who works closely with fellow investment managers, supports staff, and the business development team.
- Excellent time-management and prioritisation abilities in a fast-paced investment environment.
4. BS in Actuarial Science with 3 years of Experience
- Experience in Investment/Finance/Business Development.
- Planning background from large corporations, a Financial Advisor, or Investment Banking.
- Good knowledge of accounting/finance concepts, financial analysis, return analysis, and valuation.
- Good knowledge of retail/wholesale-related topics.
- Good understanding of customer development.
- High-level proficiency in financial modelling.
- Able to work in a "hands-on" and independent manner
- Able to work in a team environment and work across various departments.
- High level of maturity that can effectively interact with top-level management to gain buy-in and/or support on various projects.
- Effective project management skills.
- Can handle multiple projects at the same time and yet still maintain a good view of priorities and deadlines for all assigned projects.
- Good written and spoken communication skills in both Thai and English.
5. BA in Investment Management with 8 years of Experience
- Hold a CFA designation.
- Extensive experience in investment research, especially in the Asian technology sector.
- Solid knowledge of investment compliance and risk management.
- Strong understanding of global monetary policy dynamics and their impact on asset pricing.
- Experience conducting macroeconomic and sector-level thematic analysis to support long-term investment positioning.
- Proven ability to manage end-to-end investment processes, from idea generation to trade execution and post-trade evaluation.
- Experience participating in investment committees and contributing actionable insights to multi-asset strategy discussions.
- Skill in evaluating private market opportunities such as venture capital, private equity, or real-asset investments.
- Knowledge of quantitative screening techniques and factor-based portfolio construction.
- Strong interpersonal and communication skills, and able to explain investment recommendations to key stakeholders.
- Strong self-motivation, with the ability to work independently and under pressure.
- Great sense of ownership and servicing mindset.
- Proficiency in spoken and written English, Chinese, and Mandarin.
6. BA in Finance with 7 years of Experience
- Certified qualification, such as CFA.
- Experience in asset or investment management and understanding the way capital markets and products operate.
- Understanding of the impact of investments on IFRS and insurance regulations, such as Solvency II.
- Experience conducting in-depth due diligence on issuers, including credit analysis, cash-flow assessment, and competitive positioning.
- Skilled in developing multi-asset investment strategies aligned with risk-adjusted return targets.
- Experience in preparing investment proposals and presenting actionable recommendations to investment committees.
- History of monitoring economic indicators and market catalysts to proactively adjust asset allocations.
- Clear and convincing communication skills in an international environment, and a confident manner in dealings with internal and external partners.
- Strategic thinker and highly pragmatic problem solver.
- Enjoy collaborating in interdisciplinary and intercultural teams and have a high level of highly developed social skills for building up networks.
- Good German and English proficiency, written and spoken.
- Confident in using Office 365, SharePoint, and Power BI.
- Strong programming skills such as VBA, Python, and R.
7. BA in International Business with 6 years of Experience
- Experience in consulting, investment management, and/or professional services.
- Experience in the UK education and employability sectors.
- Previous experience working with charities, could be in a previous role, pro-bono volunteer, or Trustee capacity.
- Experience in charity impact management and/or evaluation.
- Financial acumen, including financial modelling, fundraising pipeline development, review of annual accounts, and assessment of financial risk.
- Project Management experience.
- Strong client relationship management skills.
- Highly analytical and numerate, with a strong command of Excel with modelling capabilities.
- Strong strategic thinker and able to identify key strategic insights from a range of data outputs and translate them into clear communication, including PowerPoint.
- Strong planning and time management skills.
- Proven ability to work independently with a growth mindset and display tenacity and initiative.
- A strong interest in partnering closely with charities that are doing what it takes to get better.
- A commitment to equality, diversity, and inclusion in work and organisation.
8. BA in Business Administration with 9 years of Experience
- Relevant investment experience.
- Demonstrable track record in investing in private equity funds in frontier markets.
- Experience with the restructuring/liquidation of funds.
- Work experience at one of DGGF's market peers.
- Have an existing network relevant to the position, interest in raising new mandates.
- Knowledge of emerging-market macroeconomic drivers, political-risk considerations, and financial-ecosystem development trends.
- Familiarity with ILPA best practices and fund reporting standards.
- Understanding of impact-measurement frameworks such as IRIS+, GIIRS, or SDG-linked investment mapping.
- Demonstrated capability to work as part of a small, independent team.
- Experience and interest in team coordination and organization.
- Experience and interest in training and mentoring junior colleagues.
- Excellent writing, presentation, analytical, and organizational skills.
- Fluent in English, knowledge of Dutch, French, Arabic, and/or Spanish.