Roles · Finance and mortgages

AI investment representative

Monitors markets and positions. Agrees on buying or selling prices at optimal levels for clients. Reports all positions or trading results.

Moana Mansour“I monitor markets and report trading results.”An example character, not a real person.
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Investment representative · What it does

Three tasks it takes off your hands

  1. Monitor markets or positions.
  2. Agree on buying or selling prices at optimal levels for clients.
  3. Report all positions or trading results.
Where these come from

The tasks of “Securities, Commodities, and Financial Services Sales Agents” (O*NET 41-3031.00), as O*NET lists them:

  • Monitor markets or positions.
  • Agree on buying or selling prices at optimal levels for clients.
  • Report all positions or trading results.

Investment representative · Tools and industries

It works in the tools you already use

  • Microsoft Excel
  • Microsoft Office software
  • C++
  • Linux
  • Microsoft Access
  • Microsoft Outlook

Industries it fits

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Role facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0), written in our words. Sources and credits

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