Professional-quality investment consultant


However, investment consulting deal while only about 10% of the consulting companies. And the people who call themselves investment advisors, general units.
What do investment advisors?

After analyzing the different definitions, we can say that the investment consultant - a person professionally advises individuals and legal entities on investment and asset management practices. Investment Advisor is responsible for developing investment policy, which then hired its people and leadership.

So, the responsibility of the specialist primarily includes analysis of financial assets to determine their investment characteristics and the issuance of recommendations in the field of investment management, portfolio management, financial management t. N. And end-users of the results of professional activity of investment adviser is a potential investor, operating in the financial markets - natural or legal person.

From the foregoing it follows that the profession is very closely intertwined with the professions of the financial analyst and investment analyst. However, these experts may well not be a consultant, but the consultant - would have to be an analyst. But apart from this, he has a lot of other responsibilities.

What is the main task of an investment advisor? In the first place it should be emphasized that the investment consultant is always on the side of the investor - individual or organization - and guided by its interests. Taking into account the overall financial situation of the client and its investment objectives it helps to create a comprehensive investment program that includes a variety of directions. The solution of these issues involves considering the possibility of investing money in financial institutions such as insurance, investment funds, securities, banking products, retirement savings.

But investment consultants not only create an individual investment plan and develop an investment strategy, but also help to bring it all to life. That is, a professional consultant contributes to the effective implementation of this program.

If an investment adviser employs not a natural person, a company, his responsibilities may also include the following:

 calculate the economic effect of a particular project;
 Comparative analysis of possible alternatives to the project;
 consultation on the current situation in the financial market and the possible conditions for potential investors, as well as an indication of the potential investors and lenders who may be interested in working now;
 development of optimal financing options for the project, with the calculation of the cash flows of the project, drawing its financing partners, the settlement of borrowings;
 develop proposals for optimizing the financial part of the project in terms of reducing the tax burden, reducing interest costs and other expenses;
 preparation of the necessary documentation for the presentation of the project to potential investors and creditors (business plan, investment memorandum, feasibility study);
 participation in negotiations with potential investors, lenders and business customers;
 maintenance of the investment project the entire period of its realization and implementation of the current work on financing and optimizing the financial part of the project.

From the foregoing it follows the conclusion that the entity in connection with the large volume and variety of problems are likely to appeal to a consulting firm. But a private person, of course, more convenient and more comfortable to work with an independent consultant.
Personal and professional qualities

In the first place all the necessary financial and investment analysts. But there are special qualities of just consultants. First and foremost is the ability to establish personal contact and reach an understanding with the client. Generally, for the specialist it is very important ability to precisely and clearly express their thoughts and to speak simply about the complex. the work of the expert's success depends on how much he would be able to understand customer needs and gain his sympathy. Hence the need for adequate depth knowledge of psychology and sociology, as well as an interest in working with people.

In conclusion, I want to say that although these specialists in Ukraine, unit demand for their services is increasing every year.

What causes it? Firstly, they can look at the situation as if "from" objectively. Secondly, they possess a systemic approach and professional experience. Third, they have a large stock of pre-assembled and analyzed information. Fourth, they are - who are not interested in that was adopted by a concrete action plan. And most importantly, people have money, and people want to dispose of them properly.

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