OaSIS - Skills Match search results - 10021.01 – Banking and other investment managers

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Alpha	Title	Code	OaSIS profile	Broad occupational category	Training, Education, Experience and Responsibilities	Lead statement	Similarity rating	Score	Last modified date
C	Credit managers	10021.02	10021.02 – Credit managers	Business, finance and administration occupations	Management occupations	Credit managers plan, organize, direct, control and evaluate the activities of credit departments in industrial and commercial establishments. They evaluate and review loan and credit applications and collateral and make recommendations.	Very similar	0.95	Last modified version OaSIS 2025 Version 1.0
I	Insurance managers	10020.01	10020.01 – Insurance managers	Business, finance and administration occupations	Management occupations	Insurance managers plan, organize, direct, control and evaluate the activities of departments or establishments that provide insurance services. They are generally responsible for business development and must ensure that their group reaches performance levels related to established objectives.	Similar	0.94	Last modified version OaSIS 2025 Version 1.0
M	Mortgage broker managers	10020.03	10020.03 – Mortgage broker managers	Business, finance and administration occupations	Management occupations	Financial brokerage managers plan, organize, direct, control and evaluate the activities of departments or establishments that provide mortgage services. They are generally responsible for business development and must ensure that their group reaches performance levels related to established objectives.	Similar	0.94	Last modified version OaSIS 2025 Version 1.0
S	Securities manager	10020.04	10020.04 – Securities manager	Business, finance and administration occupations	Management occupations	Securities managers plan, organize, direct, control and evaluate the activities of departments or establishments that provide investment services. They are generally responsible for business development and must ensure that their group reaches performance levels related to established objectives.	Similar	0.94	Last modified version OaSIS 2025 Version 1.0
F	Financial managers	10010.00	10010.00 – Financial managers	Business, finance and administration occupations	Management occupations	Financial managers plan, organize, direct, control and evaluate the operation of financial and accounting departments. They develop and implement the financial policies and systems of establishments. Financial managers establish performance standards and prepare various financial reports for senior management.	Similar	0.92	Last modified version OaSIS 2025 Version 1.0
H	Human resources managers	10011.00	10011.00 – Human resources managers	Business, finance and administration occupations	Management occupations	Human resources managers plan, organize, direct, control and evaluate the operations of human resources and personnel departments, and develop and implement policies, programs and procedures regarding human resource planning, recruitment, collective bargaining, training and development, occupation classification and pay and benefit administration. They represent management and participate actively on various joint committees to maintain ongoing relations between management and employees.	Similar	0.91	Last modified version OaSIS 2025 Version 1.0
P	Purchasing managers	10012.00	10012.00 – Purchasing managers	Business, finance and administration occupations	Management occupations	Purchasing managers plan, organize, direct, control and evaluate the activities of a purchasing department and develop and implement the purchasing policies of a business or institution.	Similar	0.90	Last modified version OaSIS 2025 Version 1.0
R	Real estate service managers	10020.02	10020.02 – Real estate service managers	Business, finance and administration occupations	Management occupations	Real estate managers plan, organize, direct, control and evaluate the activities of departments or establishments that provide real estate services. They are generally responsible for business development and must ensure that their group reaches performance levels related to established objectives.	Similar	0.90	Last modified version OaSIS 2025 Version 1.0
M	Marketing managers	10022.02	10022.02 – Marketing managers	Business, finance and administration occupations	Management occupations	Marketing managers plan, organize, direct, control and evaluate the activities of establishments and departments involved in commercial, industrial and e-business marketing.	Similar	0.90	Last modified version OaSIS 2025 Version 1.0
E	E-business managers	10022.04	10022.04 – E-business managers	Business, finance and administration occupations	Management occupations	E-business managers plan, organize, direct, control and evaluate the activities of establishments and departments involved in commercial and industrial e-business.	Similar	0.90	Last modified version OaSIS 2025 Version 1.0
O	Other business services managers	10029.00	10029.00 – Other business services managers	Business, finance and administration occupations	Management occupations	Other business services managers plan, organize, direct, control and evaluate the operations of establishments that provide services to business, and ensure the quality of those services and client satisfaction.	Similar	0.90	Last modified version OaSIS 2025 Version 1.0
O	Other administrative services managers	10019.00	10019.00 – Other administrative services managers	Business, finance and administration occupations	Management occupations	Other administrative services managers plan, organize, direct, control and evaluate departments responsible for corporate governance and regulatory compliance, records management, security services, admissions and other administrative services. Also included in this unit group are managers responsible for departments involved in two or more of the following activities: finance, human resources, purchasing or administrative services.	Somewhat similar	0.89	Last modified version OaSIS 2025 Version 1.0
T	Telecommunication carriers managers	10030.00	10030.00 – Telecommunication carriers managers	Business, finance and administration occupations	Management occupations	Telecommunication carriers managers plan, organize, direct, control and evaluate the operations of a telecommunications establishment, department or facility.	Somewhat similar	0.89	Last modified version OaSIS 2025 Version 1.0
S	Securities agents and investment dealers	11103.01	11103.01 – Securities agents and investment dealers	Business, finance and administration occupations	Occupations usually require a university degree	Securities agents and investment dealers buy and sell stocks, bonds, treasury bills, mutual funds and other securities for individual investors, pension fund managers, banks, trust companies, insurance firms and other establishments.	Somewhat similar	0.89	Last modified version OaSIS 2025 Version 1.0
B	Brokers	11103.02	11103.02 – Brokers	Business, finance and administration occupations	Occupations usually require a university degree	Brokers buy and sell stocks, bonds, commodity futures, foreign currencies and other securities at stock exchanges on behalf of investment dealers.	Somewhat similar	0.89	Last modified version OaSIS 2025 Version 1.0
F	Faculty administrators	40020.01	40020.01 – Faculty administrators	Occupations in education, law and social, community and government services	Management occupations	Faculty administrators manage the academic and related activities of faculties of colleges and universities.	Somewhat similar	0.89	Last modified version OaSIS 2025 Version 1.0
R	Registrars	40020.02	40020.02 – Registrars	Occupations in education, law and social, community and government services	Management occupations	Registrars manage registration activities and academic record systems of colleges and universities.	Somewhat similar	0.89	Last modified version OaSIS 2025 Version 1.0
C	Corporate sales managers	60010.00	60010.00 – Corporate sales managers	Sales and service occupations	Management occupations	Corporate sales managers plan, organize, direct, control and evaluate the activities of establishments and departments involved in commercial, industrial, institutional, e-business and wholesale and retail sales.	Somewhat similar	0.89	Last modified version OaSIS 2025 Version 1.0
A	Advertising managers	10022.01	10022.01 – Advertising managers	Business, finance and administration occupations	Management occupations	Advertising managers plan, organize, direct, control and evaluate the activities of establishments and departments involved in commercial, industrial and e-business advertising.	Somewhat similar	0.88	Last modified version OaSIS 2025 Version 1.0
F	Financial advisors	11102.00	11102.00 – Financial advisors	Business, finance and administration occupations	Occupations usually require a university degree	Financial advisors counsel individuals on financial decisions such as investments, cash management, and estate planning. They establish personal financial plans according to clients’ objectives and guide them through the implementation of the proposed strategies that may be adjusted as the situation evolve.	Somewhat similar	0.88	Last modified version OaSIS 2025 Version 1.0
T	Trust officers	11109.04	11109.04 – Trust officers	Business, finance and administration occupations	Occupations usually require a university degree	Trust officers administer trusts, direct trust investments and disburse trust funds.	Somewhat similar	0.88	Last modified version OaSIS 2025 Version 1.0
S	Supervisors, finance and insurance office workers	12011.00	12011.00 – Supervisors, finance and insurance office workers	Business, finance and administration occupations	Occupations usually require a college diploma or apprenticeship training of two or more years; or supervisory occupations	Supervisors of finance and insurance office workers supervise and coordinate the activities of workers in the following unit groups: Payroll administrators (13102), Accounting and related clerks (14200), Banking, insurance and other financial clerks (14201) and Collection clerks (14202).	Somewhat similar	0.88	Last modified version OaSIS 2025 Version 1.0
O	Other managers in public administration	40019.00	40019.00 – Other managers in public administration	Occupations in education, law and social, community and government services	Management occupations	Other managers in public administration plan, organize, direct, control and evaluate the development of policies and programs which govern the daily operations of legislatures and other activities unique to government such as intergovernmental affairs and elections.	Somewhat similar	0.88	Last modified version OaSIS 2025 Version 1.0
A	Administrator of vocational training schools	40020.03	40020.03 – Administrator of vocational training schools	Occupations in education, law and social, community and government services	Management occupations	Administrators of vocational training schools manage the operations of private vocational schools specializing in trades, technology, business and other vocational subjects.	Somewhat similar	0.88	Last modified version OaSIS 2025 Version 1.0
M	Managers - publishing, motion pictures, broadcasting and performing arts	50011.00	50011.00 – Managers - publishing, motion pictures, broadcasting and performing arts	Occupations in art, culture, recreation and sport	Management occupations	Managers in publishing, motion pictures, broadcasting and performing arts plan, organize, direct, control and evaluate operations within publishing firms, film, theatre and record production companies and broadcasting facilities.	Somewhat similar	0.88	Last modified version OaSIS 2025 Version 1.0