Are you looking to develop your career in investment management? Then the IMC is suitable for you. Here are some of the reasons candidates take the IMC.
IMC Career Pathways & stories
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Portfolio Managers invest client money into a wide range of different asset classes (including equities, fixed income, cash, and property) in order to meet client objectives.
Key Competencies
Technical
- Industry knowledge & awareness
- Idea generation
- Portfolio construction
- Technology & systems
- Risk management
- Regulatory awareness
Professional & Business
- Intellectual curiosity
- Drive, resilience & adaptability
- Communication
- Marketing / Client Management
- Dialogue with Compliance
- Leadership
- Regulatory training & compliance
Ethics
- Navigate grey areas
- Self-policing
- Shaping ethical standards & culture
IMC Relevance
- Provides the core knowledge required of investment managers to demonstrate their benchmark competence across investment, regulation and ethics. Approximately 30%-40% of IMC candidates are involved in front office investment roles including portfolio management
- Most relevant IMC topic areas for this role: Quantitative Methods; Economics; Asset Classes; Portfolio Management; Regulation; Ethics
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Research Analysts define the researchable universe and undertake research and analysis to determine business/security valuations.
Buy-side research analysts work within asset management firms and aim to influence portfolio managers to adopt their recommendations.
Sell-side analysts work for investment banks and sell their research into asset management firms.Key Competencies
Technical
- Critical Analysis
- Modelling, Accountancy
& Technology - Strategy
- Technology & systems
- Regulatory awareness
Professional & Business
- Intellectual curiosity
- Drive, resilience & adaptability
- Communication
- Marketing / Client Management
- Dialogue with Compliance
- Leadership
- Regulatory training & compliance
Ethics
- Navigate grey areas
- Self-policing
- Shaping ethical standards and culture
IMC Relevance
- Provides the core knowledge required of research analysts to demonstrate their benchmark competence across investment, regulation and ethics. Approximately 30%-40% of IMC candidates are involved in front office investment roles including research analysis
- Most relevant IMC topic areas for this role: Quantitative Methods; Economics; Asset Classes; Portfolio Management; Regulation, Ethics
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Risk Managers managing enterprise, operational and investment risk.
Key Competencies
Technical
- Risk & business
knowledge - Scenario analysis
- Technology & systems
- System knowledge
- Regulatory awareness
Professional & Business
- Drive, resilience & adaptability
- Communication
- Marketing
- Dialogue with Compliance
- Leadership
- Regulatory training & compliance
Ethics
- Navigate grey areas
- Self-policing
- Shaping ethical standards & culture
IMC Relevance
- Provides the core knowledge required of risk managers in demonstrating their benchmark competence across investment, regulation and ethics. Approximately 30-40% of IMC candidates are involved in in front office investment roles including risk management.
- Most important IMC topic areas for this role: Quantitative methods; Asset Classes; Investment Products; Regulation; Ethics
- Risk & business
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Relationship Managers pro-actively and re-actively manage the needs of clients. Responsible for the entire client relationship, the relationship manager must develop an in-depth understanding of client objectives and constraints as well as the activities within their own business.
Key Competencies
Technical
- Product, market & business
knowledge - Know your client
- System knowledge
- Regulatory awareness
Professional & Business
- Drive, resilience & adaptability
- Time management
- Communication
- Marketing
- Dialogue with Compliance
- Leadership
- Regulatory training & compliance
Ethics
- Navigate grey areas
- Self-policing
- Shaping ethical standards & culture
IMC Relevance
- Provides the core knowledge required of relationship managers in client facing roles. Approximately 20% of IMC candidates are involved in client management roles.
- Most important IMC topic areas for this role: Client Advice; Asset Classes; Investment Products; Regulation; Ethics
- Product, market & business
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Wealth managers manage the investments of individual investors. These will vary in size depending on the firm.
Key Competencies
Technical
- Product, market & business
knowledge - Know your client
- System knowledge
- Regulatory awareness
Professional & Business
- Drive, resilience & adaptability
- Time management
- Communication
- Marketing
- Dialogue with Compliance
- Leadership
- Regulatory training & compliance
- Trust & client relationships
Ethics
- Navigate grey areas
- Self-policing
- Shaping ethical standards & culture
IMC Relevance
- When combined with CFA Level 1, the IMC provides the core knowledge required of wealth managers and meets the FCA regulatory Exam Standards. Approximately 20% of IMC candidates are involved in client management roles, including wealth management.
- Most important IMC topic areas for this role: Client Advice; Economics; Asset Classes; Portfolio Management; Investment Products; Regulation; Ethics and Taxation
- Product, market & business
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Sales and distribution practitioners sell and distribute investment products either directly to the client or through an intermediary .
Key Competencies
Technical
- Investment market knowledge
- Client engagement strategy
- Data & process management
- Risk management
- Regulatory awareness
Professional & Business
- Drive, resilience & adaptability
- Communication
- Marketing
- Dialogue with Compliance
- Leadership
- Regulatory training & compliance
Ethics
- Navigate grey areas
- Self-policing
- Shaping ethical standards & culture
IMC Relevance
- Provides the core knowledge required of sales & distribution in demonstrating benchmark competence across investment, regulation and ethics. Approximately 20% of IMC candidates are involved in client management roles, including wealth management
- Most important IMC topic areas for this role: Client Advice; Asset Classes; Economics; Investment Products; Regulation; Ethics
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Operations practitioners managing the processing, settlement, valuation and reporting of securities and derivatives.
Key Competencies
Technical
- Investment product knowledge
- Systems & product knowledge
- Regulatory awareness
Professional & Business
- Intellectual curiosity
- Drive, resilience & adaptability
- Communication
- Marketing / Client Management
- Dialogue with Compliance
- Leadership
- Regulatory training & compliance
Ethics
- Navigate grey areas
- Self-policing
- Shaping ethical standards & culture
IMC Relevance
- Provides the core knowledge required of Operations in demonstrating benchmark competence across investment, regulation and ethics. Approximately 20% of IMC candidates are involved in operational roles.
- Most important IMC topic areas for this role: Key IMC Areas: Asset Classes; Economics; Investment Products; Investment Performance Measurement; Regulation; Ethics; Financial Markets and Institutions
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