AI for Fund Managers

AI you can use for this job

38 matched to the tools investment fund managers use. Showing 24.

• Microsoft Outlook

  MCP server

  Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

  Microsoft Outlook

• Microsoft Power Bi

  App

  Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Microsoft Power Bi MCP or direct API to list workspaces, inspect reports, refresh datasets, and summarize dashboard insights through natural language.

  Make (make.com)

• Tableau

  App

  Tableau is a business intelligence and analytics platform that enables users to connect to databases, create data visualizations, and share insights. The platform offers deployment options including cloud-based, self-hosted, and desktop environments with drag-and-drop functionali

  Make (make.com)

• Tableau

  MCP server

• Microsoft Excel

  MCP server

  Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are su

  Microsoft Excel

• Microsoft Power BI

  MCP server

  Microsoft Power BI is a business analytics platform for visualizing data and sharing insights.

  Microsoft Power BI

• Microsoft Word

  MCP server

• Office Powerpoint

  MCP server

• Powerpoint

  MCP server

• Accountingsuite

  App

• AutoCAD

  App

  AutoCAD is a design and drafting platform which supports automated design tasks and offers features such as 2D drafting, drawing and annotation, 3D modeling and visualization, and more.

• Autodesk

  MCP server

• Eaccounting

  MCP server

• Easy Autocad

  MCP server

• Easy Project

  MCP server

  Easy Project is a professional project management software for you, your team and the whole company. Based on WBS, Gantt, Agile and other best PM practices. It is compatible with modules for Resources, Finances, Help Desk and CRM.

  Easy Project

• Excel

  MCP server

• Excel

  Skill

• Financial Analysis

  Skill

• Financial Cents

  MCP server

  Financial Cents is a project and customer management software for bookkeepers and accountants

  Financial Cents

• Microsoft 365 Excel

  App

  Make (make.com)

• Microsoft Outlook

  App

• Options Analysis Suite

  MCP server

• PowerOffice

  App

  Make (make.com)

• Project Monitor

  MCP server

  Project Monitor is a PPM software that aims to manage your portfolios for all kinds of projects/sectors. Control the entire lifecycle, from request management to project execution. Measure progress on your team's workload and save time with a data-driven dashboard.

  Project Monitor

The tools this job actually uses

24 documented for this occupation. Showing 24, hot technologies first. A filled dot means an AI solution exists for it.

• Microsoft Accesshot
• Microsoft Excelhot
• Microsoft Office softwarehot
• Microsoft Outlookhot
• Microsoft Power BIhot
• Microsoft PowerPointhot
• Microsoft Projecthot
• Microsoft Visiohot
• Microsoft Wordhot
• SAP softwarehot
• SAShot
• Structured query language SQLhot
• Tableauhot
• Autodesk AutoCAD Blue Sky
• Financial accounting software
• Microsoft MapPoint
• Oracle Hyperion
• Oracle Hyperion Planning
• Portfolio analysis software
• ReadSoft
• Risk analysis software
• Statistical analysis software
• SunGard Financial Systems AddVantage
• Web browser software

What this job involves

20 documented tasks, most important first. Showing 20.

1. Manage investment funds to maximize return on client investments.
2. Select specific investments or investment mixes for purchase by an investment fund.
3. Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
4. Select or direct the execution of trades.
5. Develop or implement fund investment policies or strategies.
6. Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.
7. Present investment information, such as product risks, fees, or fund performance statistics.
8. Develop, implement, or monitor security valuation policies.
9. Meet with investors to determine investment goals or to discuss investment strategies.
10. Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
11. Prepare for and respond to regulatory inquiries.
12. Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.
13. Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.
14. Hire or evaluate staff.
15. Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.
16. Verify regulatory compliance of transaction reporting.
17. Review offering documents or marketing materials to ensure regulatory compliance.
18. Develop or direct development of offering documents or marketing materials.
19. Identify group or individual target investors for a specific fund.
20. Direct activities of accounting or operations departments.