Financial Investment Manager 222312: managing assets, not advising clients
Financial Investment Manager covers investing and managing money and assets on behalf of others to generate income and profit. Typical settings include investment, fund, unit trust and superannuation management, where the role implements investment strategy and monitors portfolio performance.
This occupation is different from Financial Investment Adviser 222311. Personal financial planning and tailored client advice point toward the adviser occupation, while research reports, product sales, accounting or internal corporate finance alone do not establish investment-fund management.
What the occupation covers
- setting investment objectives and implementing portfolio strategies;
- monitoring markets, portfolio performance, risk and asset allocation;
- reviewing and revising investment plans as conditions change;
- managing pooled funds or assets on behalf of investors; and
- reporting on performance, compliance, forecasts and distributions.
VETASSESS looks for genuine management of invested funds
VETASSESS classifies 222312 as a Group B occupation. Its guidance identifies finance, financial planning, economics, econometrics and actuarial studies as highly relevant fields, while some quantitative or technical fields may be considered with highly relevant employment.
The employment evidence should describe the funds or portfolios managed, decision-making authority and investment activities. Research-only roles and work that does not involve managing money or assets for others are not treated as highly relevant. Licensing evidence can help explain the professional context, but a migration skills assessment is separate from Australian licensing.
Current list results do not cover every sponsored visa
The STSOL result supports state-nominated subclass 190 and state-nominated subclass 491 consideration, while the regional and training mappings support the displayed subclass 494 and 407 results. Nomination, sponsorship and all other visa criteria remain separate.
The page does not show current Core Skills Occupation List coverage for the standard subclass 482 or direct-entry subclass 186 pathways. Applicants should not transfer the broader list access shown for adjacent finance occupations to 222312.
Common mistakes to avoid
- Using 222312 for personal financial advice without responsibility for an investment fund or portfolio.
- Relying on market research, reporting or product sales as proof of asset management.
- Describing internal budgeting or accounting work as investment management.
- Assuming a skills assessment also provides the licence required for regulated financial activities.