22.10.2020

Job description of the head of the investment department. Job description of an investment specialist


I. General Provisions

  • 1. This job description defines functional responsibilities, rights and responsibilities of the head of the investment project - deputy director for investments.
  • 2. The deputy director for investments is appointed and dismissed in accordance with the procedure established by the current labor legislation by order of the director.
  • 3. The Deputy Director for Investments reports directly to the Director.
  • 4. A person with a higher professional (economic) education and at least 2 years of managerial experience is appointed to the position of Deputy Director for Investments.
  • 5. The Deputy Director for Investments must have a computer skills at the level of a confident user, including the ability to use special computer programs.
  • 6. The Deputy Director for Investment should know:
  • 6.1. Legislative and normative legal acts regulating production and economic, financial, economic and investment activities.
  • 6.2. Methodological materials concerning the investment activity of the company.
  • 6.3. Strategy and development prospects of the company.
  • 6.4. Industry development prospects.
  • 6.5. Profile, specialization and features of the structure of the company.
  • 6.6. State and development prospects of the sales market for products and services.
  • 6.7. Organization of complex due diligence studies.
  • 6.8. The procedure for the design analysis.
  • 6.9. The procedure for developing business plans.
  • 6.10. The system of economic and financial indicators of the company.
  • 6.11. Methods economic analysis indicators of the company's investment activity, risk calculation.
  • 6.12. Determination methods economic efficiency conducting investment activities.
  • 6.13. Domestic and overseas experience rational organization of investment activities.
  • 6.14. Fundamentals of labor organization and management.
  • 6.15. Fundamentals of Labor Law.
  • 6.16. Internal labor regulations.
  • 6.17. Labor protection rules and regulations.
  • 6.18. Safety & Health Regulations & Regulations fire safety.
  • 7. The deputy director for investments must have organizational skills, communication skills, must be energetic and positively disposed.
  • 8. During the absence of the Deputy Director for Investments (business trip, vacation, illness, etc.), his duties are performed by a person appointed in established order, which acquires the corresponding rights and is responsible for the proper performance of the duties assigned to it.

II. Job responsibilities

Investment project manager:

  • 1. Organizes work in the company according to the range of issues included in his functional responsibilities.
  • 2. Determines the goals, objectives and results of the investment project.
  • 3. Thinks over and draws up a plan for the preparation and implementation of a new project, defines control points.
  • 3.1. Determines the scope of work required for the development and implementation of the project.
  • 3.2. Defines and documents dependencies between activities.
  • 3.3. Estimates the duration of the work.
  • 3.4. Determines the amount of time required to complete the project.
  • 4. Determines the quantity and estimates the cost of the resources required to complete the work of the project.
  • 5. Estimates the cost and determines the budget of the investment project.
  • 6. Selects the project team.
  • 6.1. Defines the professional skills required by the project team members.
  • 6.2. Determines the responsible persons who will participate in the development and implementation of the investment project.
  • 6.3. Prescribes a chain of relationships between members of the project team.
  • 6.4. Thinks over a system of motivation for project participants.
  • 7. Takes part in the development of a detailed business plan for an investment project.
  • 8. Supervises the preparation of the necessary documentation for the implementation of a new project.
  • 8.1. Provides timely collection, accumulation, distribution, storage and subsequent use of investment project information.
  • 8.2. Coordinates the provision of the necessary information on time to all participants in the investment project.
  • 9. Controls and monitors activities for the development and implementation of the investment project and, if necessary, corrects these processes.
  • 9.1. Controls compliance with the terms of development and implementation processes.
  • 9.2. Monitors changes to the project budget.
  • 9.3. Tracks deviations from the plan, makes adjustments to the plan and coordinates it with all participants in the investment project.
  • 9.4. Analyzes the possible impact of deviations in the amount of work performed on the progress of the project as a whole.
  • 10. Develops and controls project budgets.
  • 11. Draws up a work plan for the department for a week, for a month.

The head of the investment department has the right to:

  • 1. To act on behalf of the department, to represent the interests of the company in relations with other organizations on financial, economic and investment issues.
  • 2. Establish job duties for employees subordinate to him.
  • 3. Submit proposals for improving the financial, economic and investment activities of the company for consideration by the management.
  • 4. Submit the director of the company for consideration:
  • 4.1. Representations on the appointment, transfer and dismissal of employees of the investment department.
  • 4.2. Offers:
  • 4.2.1. On the encouragement of distinguished workers
  • 4.2.2. About bringing to material and disciplinary responsibility violators of production and labor discipline.
  • 5. Participate in the preparation of draft orders, instructions, instructions, as well as estimates, contracts and other documents related to the activities of the investment department.
  • 6. Interact with the heads of all structural divisions on the financial, economic and investment activities of the company.
  • 7. To involve specialists of the company's structural divisions to participate in conducting pre-investment research, drawing up business plans and plans for the company's investment activities.
  • 8.Vise and sign documents related to investment activities companies (plans, reports, etc.).
  • 9. Independently carry on correspondence with organizations on issues that are within the competence of the department and do not require a decision by the director of the company.

IV. A responsibility

The head of the investment department is responsible for:

  • 1. For improper performance or non-performance of their job duties stipulated by this job description - within the limits determined by the current labor legislation Russian Federation.
  • 2. For offenses committed in the course of carrying out their activities - within the limits determined by the current administrative, criminal and civil legislation of the Russian Federation.
  • 3. For causing moral damage - within the limits determined by the current labor and civil legislation of the Russian Federation.
  • 4. For inaccurate information about the status of execution of the tasks and orders received, violation of the deadlines for their execution.
  • 5. For failure to comply with orders and orders of the director.
  • 6. For violation of internal regulations, fire safety and safety rules established in the company.
  • 7. For disclosing commercial secrets.
  • 8. For non-preservation, damage material values if non-preservation, damage occurred through the fault of the Deputy Director for Investments.

V. Working conditions

The working hours of the Deputy Director for Investments are determined in accordance with the internal labor regulations established in the company.

Regulations for the preparation of pre-investment studies

  • 1. This regulation determines the procedure for conducting pre-investment research, reviewing research results and making decisions on the implementation of investment projects.
  • 2. Proposals for the implementation of an investment project, preliminary analysis its feasibility is introduced and developed by the investment department.
  • 3. After approval of the proposed proposal by the director and / or management of the company, a comprehensive project analysis is carried out with the involvement (if necessary) of employees of other structural divisions of the company.
  • 4. Justification of project investments and assessment of the viability of the project is carried out by the employees of the investment department (with the possible involvement of independent consultants).
  • 5. The choice of the most attractive from the investment point of view of the project option is made by the head of the investment project.
  • 6. The approval of the final version of the investment project is made by the director of the company.

Responsibilities Investment Specialist: 1. Conducts pre-investment research. 2. Determines and investigates own sources of investment. 3. Identifies and examines external sources of investment. 4. Develops the concept of the investment policy of the enterprise on the basis of financial, production and commercial indicators of the state of the enterprise, investment favorableness in the capital market, etc. 5. Determines the need for resources for the investment policy based on the development strategy of the enterprise. 6. Carries out the collection of data necessary for accounting when justifying the investment policy of the enterprise. 7. Develops investment projects. eight.

Job description of an investment specialist

Provide the heads of the structural divisions of the Company with instructions on issues related to the performance of official duties. 4.1.6. Request the necessary information from the structural divisions of the Company and independent specialists.
4.1.7. Submit proposals to the Director of the Company: - on the appointment, transfer and dismissal of subordinates of the Project Management Director; - about rewarding those who distinguished themselves Project Management Director. 4.1.8. Submit proposals to the director of the Company on bringing labor discipline violators to disciplinary and material liability.
4.1.9. Participate in the preparation of draft orders, instructions, instructions, as well as estimates, contracts and other documents related to the performance of official duties. 4.1.10. Sign or endorse documents related to the performance of official duties.
4.1.11.

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We bring to your attention a typical example of a job description for an investor relations director, a sample of 2018. A person with a higher professional (economic or financial) education and / or additional education can be appointed to this position.

Investor relations training and at least 5 years of experience in management positions, or additional education for higher professional education under the program "

Master of Business Administration "and at least 5 years of experience in managerial positions. Remember, every investor relations director's instruction is handed out against receipt.

The hr-portal website provides typical information about the knowledge that an investor relations director should have. About duties, rights and responsibilities.

Investor Relations Director Job Description

Their main task is to develop investment projects, justify them before the management, participate in individual investment actions (operations), etc. It is precisely on such specialists that the given instruction is oriented.

Important

INSTRUCTIONS FOR INVESTMENT SPECIALIST I. General provisions 1. A person with higher professional (economic) education and work experience in the specialty in the field of organization is appointed to the position of an investment specialist financial activities no less.

(3 years; 4 years; others) 2. An investment specialist must know: 2.1. Legislation and regulations governing the implementation of investment, financial, entrepreneurial activity... 2.2. Methodological recommendations for evaluating the effectiveness of investment projects. 2.3. Fundamental principles of portfolio management valuable papers... 2.4. Investment appraisal methods. 2.5.

Job descriptions

I approve [position, signature, full name of the head or other official, authorized to approve the [organizational and legal form, job description] name of the organization, [date, month, year] of the enterprise] M. P. Job description executive director for investment projects (construction) [name of organization, enterprise, etc.]

Attention

This job description was developed and approved in accordance with the provisions Labor Code Of the Russian Federation and other regulations governing labor relations. 1. General Provisions 1.1. The executive director for investment projects is classified as a manager and reports directly to [name of the position of the immediate manager].

Development Director's Job Description

Organizes work in the company according to the range of issues included in his functional responsibilities. 2. Determines the goals, objectives and results of the investment project. 3.

Thinks over and draws up a plan for the preparation and implementation of a new project, defines control points. 3.1. Determines the scope of work required for the development and implementation of the project.

3.2. Defines and documents dependencies between activities. 3.3. Estimates the duration of the work. 3.4. Determines the amount of time required to complete the project.


4. Determines the quantity and estimates the cost of the resources required to complete the work of the project. 5. Estimates the cost and determines the budget of the investment project.


6. Selects the project team. 6.1. Defines the professional skills required by the project team members. 6.2.

Job Description for Project Management Director

Appointment to the position of an investment specialist and dismissal from office is made by order of the head of the enterprise on the recommendation of (financial manager; head of the financial department; another person) 4. The investment specialist reports directly to (financial director; financial manager; head of the financial department; other person) 5.

During the absence of an investment specialist (vacation, illness, etc.), his duties are performed by a person appointed in accordance with the established procedure. This person acquires the corresponding rights and is responsible for the improper performance of the duties assigned to him.

II. Responsibilities Investment Specialist: 1. Conducts pre-investment research. 2. Determines and investigates own sources of investment. 3. Identifies and examines external sources of investment. 4.

Decides to conduct comprehensive public opinion research in order to adjust existing plans, programs and concepts of the organization's foreign and domestic policy in the field of investor relations; makes proposals to improve the efficiency of the organization based on the results of the study of public opinion of the investment community. 9. Controls the achievement of performance indicators of the organization in the field of investor relations; ensures timely elimination of deficiencies in the organization's activities that have a negative impact on the organization's business reputation.

Provides prompt information to senior management, as well as heads of structural divisions of the organization on all issues related to the organization's activities in the field of investor relations, information and advertising policy, long-term promotion programs investment products, innovative types of products of the organization, information support of new areas of activity. 11. Monitors compliance with the legislation and international principles of professional conduct in the field of investor relations in the activities of the organization.

12. Ensures continuous improvement of the organization's activities through the introduction of advanced technologies in the field of investor relations. thirteen.

Job Description for Investment Management Director

Analyze the effectiveness of implemented investment projects. 3.15. Observe the requirements of the rules and regulations of labor protection and fire safety. 4.

Rights The head of the investment project has the right to: 4.1. To get acquainted with the draft decisions of the organization's management concerning its activities. 4.2.

Submit for management's consideration proposals for improving the work related to the responsibilities provided for by this instruction. 4.3. Receive from the manager information and documents necessary for the performance of their duties. 4.4. Engage the specialists of the organization to solve the responsibilities assigned to him (with the permission of the head of the organization) .4.5. Require the management of the organization to assist in the performance of their duties and rights. 4.6.
Develops plans for the implementation of investment projects. 11. Submits plans of investment projects to the manager financial unit for approval and referral to the planning and economic unit for the development of a feasibility study of the investment project. 12. Prepares investment recommendations for management. 13. Represents the entity in the performance of certain investment activities. 14.

Analyzes the effectiveness of implemented investment projects. III. Rights An investment specialist has the right to: 1.

To represent the interests of the company in relations with credit institutions, insurance and investment companies, tax authorities, other bodies and organizations on investment issues. 2. Request from the structural divisions of the enterprise information and documents necessary for the performance of his official duties. 3.

The main tasks of the Division are:

2.1.1. Development of economic strategy Companies, monitoring and coordinating the strategic goals of the Company;

2.1.2. Preparation of medium-term (annual) and short-term (monthly, quarterly) Investment Budgets;

2.1.3. Control over the use of budgetary funds within the investment program;

2.1.4. Analysis of the results economic activity Companies and drawing up recommendations for rational and effective use budget funds.

2.1.5. Drafting economic models Companies and forecasting the financial and economic indicators of the company.

2.1.6. Analysis of the effectiveness and feasibility of the implementation of investment projects;

2.1.7. Preparation and submission of reports at the request of regulatory bodies.

The functions of the Division are:

2.2.1. Formation of the annual Work program of the Company;

2.2.2. Formation of medium and long-term investment plans;

2.2.3. Control over the implementation of the investment program by structural divisions;

2.2.4. Implementation of a comprehensive economic analysis of the company's activities;

2.2.5. Participation in the development of measures for the effective use of material, labor resources, to increase labor productivity, reduce costs of production and sales of products, increase the profitability of production, increase profits, eliminate losses and non-production costs;

2.2.6. Analysis of contracts (prior to signing) for compliance with the approved Annual Work program, as well as checking the calculation of the value of contracts;

2.2.7. Carrying out financial analysis commercial proposals of potential suppliers and tenderers;

2.2.8. Calculating the effectiveness of investment projects;

2.2.9. Preparation and submission of reports at the request of regulatory bodies.

Organizational structure of the investment department

DEPARTMENT OF INVESTMENT PLANNING

head of department - 1 pc. units

chief specialist - 1 pc. units

senior economist - 1 pc. units

economist - 1 pc. units

Head of Investment Planning Department:

The duties of the head of the department include:

1. Organization and control of the preparation of the investment budget of the Company.

2. Development and formation of the Business plan and strategy of the Company.

3. Preparation of a forecast of the financial and economic condition of the Company.

4. Protection of the investment budget of the Company.

5. Analysis and decision-making on the economic feasibility and efficiency of any specific types of work and services, procurement of materials, if necessary, drawing up the necessary verification calculations of economic efficiency.

6. Coordination of tenders and contracts, control and verification for compliance with the approved annual budget, terms of reference, in order to make a decision on the approval of the tender or contracts.

7. Analysis of the structure and value of the Company's investment costs, development of proposals for their optimization.

8. Development of a unified budget model in accordance with the requirements and recommendations of the Participants.

9. Analysis of the efficiency / sensitivity of projects, analysis of investment projects for compliance with certain strategic goals of the Company;

10. Development, approval of regulatory and methodological documentation for planning and budgeting, control over the fulfillment of the requirements of the NMD.

11. Methodological support and organization of work on accounting, development and control over the implementation of plans, development of rational forms accounting documentation department and consolidation of the investment budget.

12. Development financial analysts management accounting of expenses.

13. Timely and high-quality reporting for management, Participants and regulatory authorities.

14. Timely and high-quality execution of IMS documentation at the entrusted site.

15. Organization and control of office work in the department.

16. Timely achievement of the planned results of tasks, where the head of the department is responsible in the SUNA (oil asset management system), in compliance with the deadlines and budget of the tasks.

17. Timely input up-to-date information by the status of the execution of the tasks of the schedule in Information System(IS) SUNA.

Chief Specialist of the Investment Planning Department:

The duties of the chief specialist include:

1. Control over the development of short-term (monthly, quarterly), medium-term (for a year) comprehensive plans and budgets of production, financial and commercial activities Companies, coordination and mutual coordination of all their sections;

2. Analysis and decision-making on the economic feasibility and efficiency of any specific types of work and services, procurement of materials, if necessary, drawing up the necessary verification calculations of economic efficiency;

3. Consideration of tenders and contracts for compliance with the approved annual budget, terms of reference in order to make a decision on the approval of the tender or contracts.

4. Adjustment of short-term (monthly, quarterly), medium-term (annual) comprehensive plans and budgets of production, financial and commercial activities of the Company, taking into account the monitoring of the use of budgetary funds for the actually worked period.

5. Development of proposals for optimizing the structure and values ​​based on cost analyzes.

6. Conducting a comprehensive economic analysis of all types of activities of the enterprise and the development of measures for the effective use of material, labor and financial resources.

7. Analysis of the efficiency / sensitivity of projects, analysis of investment projects for compliance with certain strategic goals of the Company.

8. Financial assessment of commercial proposals of potential suppliers of services and goods of the Company, financial accreditation of potential suppliers for compliance with the requirements of the Company.

9. Development of instructions for the preparation of the Company's budget, determination of the sequence of processes and development of forms for basic applications.

10. Methodological support and organization of work on accounting, control over the implementation of plans and budgets, analysis of the results of production and economic activities, development of rational forms of accounting documentation for the department.

11. Ensuring timely and high-quality reporting for management, Participants and regulatory bodies.

Senior Economist, Investment Planning Department:

The duties of a senior economist include:

1. development and consolidation of short-term (monthly, quarterly), medium-term (for a year) comprehensive plans and budgets for the production, financial and commercial activities of the Company, coordination and mutual coordination of all their sections;

2. analysis in comparison with the corresponding planned and actual indicators of the past periods;

3. control over the calculation of costs, including compliance with the principles of management accounting, verification of the correctness and reliability of calculations, the application of approved standards and tariffs;

4. analysis and decision-making on the economic feasibility and efficiency of any specific types of work and services, procurement of materials, if necessary, drawing up the necessary verification calculations of economic efficiency;

5. detailed analysis of changes in production, financial, economic and specific indicators over time, in structure and distribution, providing a complete and reliable explanation of the reasons and results of these changes;

6. adjustment of short-term (monthly, quarterly), medium-term (annual) comprehensive plans and budgets for the production, financial and commercial activities of the Company, taking into account the monitoring of the use of budgetary funds for the actually worked period;

7. consideration of tender assignments and contracts (prior to their signing) for compliance with the approved annual budget, terms of reference in order to make a decision on the approval of the tender assignment or contracts;

8. conducting a comprehensive economic analysis of all types of enterprise activities and developing measures for the effective use of material, labor and financial resources;

9. analysis of the efficiency / sensitivity of projects, analysis of investment projects for compliance with certain strategic goals of the Company;

10. financial appraisal commercial offers of potential suppliers of services and goods of the Company, financial accreditation of potential suppliers for compliance with the requirements of the Company

11. Ensuring timely and high-quality reporting for management, Participants and regulatory bodies.

Economist of the Investment Planning Department

The duties of the Economist include (for projects: drilling, workover, development of the Alibekmola and Kozhasai fields):

3. analysis in comparison with the corresponding planned and actual indicators of the previous periods;

4.Monitoring the execution of Contracts (disbursement of funds and comparison for compliance with the schedule of work performance)

9. monitoring "Budget - contract - actual execution" for the capital budget and the Work program, in case of problematic issues 2.3 Location,

in the process of monitoring contracts (payment of bills) - notification of the supervising management about the need for a transfer procedure;

10. Ensuring timely and quality reporting for management, Participants and regulatory authorities.

Place and role of the trainee in the structure of the unit

Functions of a temporary practicing employee - economist:

The trainee's job responsibilities include

1. development of short-term (monthly, quarterly), medium-term (for a year) comprehensive plans and budgets for the production, financial and commercial activities of the Company, coordination and mutual coordination of all their sections;

2. analysis of incoming information for compliance with the plans of the Company;

3.monitoring of the execution of Contracts (disbursement of funds and comparison for compliance with the work schedule)

4.analysis in comparison with the corresponding planned and actual indicators of the past periods

5. analysis of the calculation of costs, including compliance with the principles of management accounting, verification of the correctness and reliability of calculations, the application of approved standards and tariffs;

6. analysis of the cost formation for the purchase of equipment and services offered by potential contractors;

7. analysis and decision-making on the economic feasibility and efficiency of any specific types of work and services, procurement of materials, if necessary, drawing up the necessary verification calculations of economic efficiency;

8. adjustment of short-term (monthly, quarterly), medium-term (annual) comprehensive plans and budgets for the production, financial and commercial activities of the Company, taking into account the monitoring of the use of budgetary funds for the actually worked period;

9. monitoring "Budget - contract - actual execution" for the capital budget and the Work Program, in case of problematic issues in the process of monitoring contracts (payment of bills) - notification of the supervising management about the need for a transfer procedure;

10. Ensuring timely and quality reporting for management, Participants and regulatory bodies

executive director for investment projects (construction) [name of organization, enterprise, etc.]

This job description has been developed and approved in accordance with the provisions of the Labor Code of the Russian Federation and other regulations governing labor relations.

1. General Provisions

1.1. The executive director for investment projects is classified as a manager and reports directly to [name of the position of the immediate manager].

1.2. A person who has a higher professional education and at least [meaning] years of experience in leadership positions in the relevant industry.

1.3. An executive director for investment projects should know:

Legislative and normative legal acts governing the administrative and economic and financial and economic activities of an organization (enterprise), decrees of federal, regional and local government and management bodies that determine the priority areas of economic development;

Methodical and regulatory materials other bodies concerning the activities of the organization (enterprise);

Methods for the formation and management of investment programs;

The procedure for drawing up and agreeing on business plans;

Basic principles and methods of forecasting;

Knowledge of the commercial real estate market;

Requirements for the preparation of business documents;

Management of economics and finances of an organization (enterprise);

Business ethics;

Business Relationship Psychology;

Principles, methods of personnel management;

Strategic and marketing aspects of management;

Fundamentals of Jurisprudence;

2. Job responsibilities

The executive director for investment projects has the following job responsibilities:

2.1. Development of an investment strategy, planning of investment directions, determination of the required amount of financing.

2.2. Search for new investment objects, land plots corresponding to the strategic plans of the company.

2.3. Initial assessment of investment attractiveness.

2.4. Participation in the development of investment projects (holding tenders, monitoring financing, etc.)

2.5. Search and negotiation with investors, credit institutions, investment funds to attract investment.

2.6. Technical expertise of the project.

2.7. Approval of business plans for investment projects.

2.8. Analysis of the legal and economic forms of transactions, their options.

2.9. Registration of initial permits required for construction.

2.10. Control over the implementation of projects and their adjustment.

2.11. Coordination of the commissioning of the facility.

2.12. Compilation and updating of a database of potential objects.

2.13. Preparation of reports on the economic efficiency of participation in investment projects.

2.14. Planning of income and expenses, regulation of financial flows.

2.15. Ensuring compliance with labor discipline, promoting the development of labor motivation, initiative and activity of subordinates.

2.16. Ensuring the correct combination of economic and administrative methods of management, the application of the principle of material interest and responsibility of each employee for the work entrusted to him and the results of the work of the entire team.

2.17. Ensuring the introduction of progressive forms of labor organization, the expedient use of the professional and qualification potential of subordinate workers.

3. Rights

The executive director for investment projects has the right to:

3.1. Make suggestions to higher management to improve the work of the organization.

3.2. Independently make decisions and organize their implementation by the employees of the organization within the framework of their competence.

3.3. Represent the interests of the organization in relationships with physical and legal entities, public authorities and administration.

3.4. Require the management of the enterprise to assist in the performance of their professional duties and the exercise of rights.

3.5. Monitor the activities of employees subordinate to him.

There is one, you can recycle it for yourself.
OFFICE INSTRUCTIONS FOR INVESTMENT SPECIALIST

Organization name APPROVED

OFFICE Title
INSTRUCTIONS of the head of the organization

N ___________ Signature Explanation
signatures
Place of Compilation Date

SPECIALIST
BY INVESTMENT

1. GENERAL PROVISIONS

1. An investment specialist belongs to the category of specialists, is hired and dismissed by order of the head of the organization on the proposal of _______________________________________________.
2. A person with a higher professional (economic) education is appointed to the position of an investment specialist, without any requirements for work experience.
A person with a higher professional (economic) education and work experience as an investment specialist for at least 3 years is appointed to the position of an investment specialist of the II category.
A person who has a higher professional (economic) education and at least 3 years of experience in the position of an investment specialist of the II category is appointed to the position of an investment specialist of the 1st category.
3. In his activities, an investment specialist is guided by:
- regulatory documents on the work performed;
- methodological materials related to relevant issues;
- the charter of the organization;
- labor regulations;
- orders and orders of the head of the organization (direct manager);
- this job description.
4. An investment specialist should know:
- regulatory legal acts, other guidelines and regulatory and methodological documents and materials regulating the implementation of investment, financial, entrepreneurial activities;
- guidelines evaluating the effectiveness of investment projects;
- basic principles of securities market management;
- investment appraisal methods;
- standards financial accounting and reporting;
- Accounting;
- requirements for the preparation of business documents;
- computer facilities, telecommunications and communications;
- foreign language;
- economics, the basics of organizing production, labor and management;
- fundamentals of labor legislation;
- rules and norms of labor protection and fire safety.
5. During the absence of an investment specialist, his duties are performed in accordance with the established procedure by an appointed deputy, who bears full responsibility for the proper performance of the duties assigned to him.

2. OFFICIAL RESPONSIBILITIES

6. To perform the functions assigned to him, an investment specialist must:
6.1. Develop a concept of the organization's investment policy based on financial, production and commercial indicators of the state of investment favorableness in the capital market.
6.2. Conduct due diligence studies.
6.3. Identify and research your own sources of investment.
6.4. Identify and research external sources of investment.
6.5. Determine the need for resources for investment policy based on the development strategy of the organization.
6.6. Collect the data necessary for accounting when justifying the investment policy of the organization.
6.7. Develop investment projects.
6.8. Assess: the effectiveness of investment projects; effectiveness of participation in projects; public (socio-economic) efficiency of projects; commercial efficiency of projects; possible commercial risks associated with the implementation of investment projects.
6.9. Determine ways to protect investment projects from commercial and non-commercial risks.
6.10. Develop plans for the implementation of investment projects.
6.11. Submit plans of investment projects to the head of the financial department for approval and referral to the planning and economic department to develop a feasibility study for the investment project.
6.12. Prepare investment advice for management.
6.13. To represent the interests of the organization in the performance of certain investment actions.
6.14. Analyze the effectiveness of implemented investment projects.
6.15. Facilitate and cooperate with the employer in ensuring a healthy and safe working environment, immediately report to the line manager about any occupational injury and occupational disease and also about emergency situations that pose a threat to health and life for him and those around him, discovered deficiencies and violations of labor protection.
6.16. Take the necessary measures to limit the development of an emergency and its elimination, provide first aid to the victim, take measures to call an ambulance, emergency services, fire brigade.

7. An investment specialist has the right to:
7.1. To get acquainted with the draft decisions of the management of the organization concerning its activities.
7.2. Submit proposals for improving the work related to the responsibilities provided for in this instruction for the management's consideration.
7.3. Receive from the heads of structural divisions, specialists, information and documents necessary for the performance of their duties.
7.4. Engage specialists from all structural divisions of the organization to solve the responsibilities assigned to him (if this is provided for by the provisions on structural divisions if not - with the permission of the head of the organization).
7.5. Require the management of the organization to assist in the performance of their duties and rights.
7.6. Participate in the discussion of labor protection issues submitted for consideration at meetings (conferences) of the labor collective (trade union organization).

4. RELATIONSHIP (RELATIONSHIP BY POSITION)

8. The investment specialist reports to _____________________________

9. The investment specialist interacts on issues
within its competence, with employees of the following structural
divisions of the organization:

gets:

is:
__________________________________________________________________________;
- With _________________________________________________________________:
gets:
__________________________________________________________________________;
is:
__________________________________________________________________________.

5. PERFORMANCE ASSESSMENT AND RESPONSIBILITY

10. The work of an investment specialist is assessed by the immediate supervisor (other official).
11. The investment specialist is responsible for:
11.1. For non-fulfillment (improper fulfillment) of their duties provided for by this job description - within the limits determined by the current labor legislation of the Republic of Belarus.
11.2. For offenses committed in the course of carrying out their activities - within the limits determined by the current administrative, criminal and civil legislation of the Republic of Belarus.
11.3. For causing material damage - within the limits determined by the current labor, criminal and civil legislation of the Republic of Belarus.
11.4. For non-compliance with the rules and norms of labor protection, safety, industrial sanitation and fire protection - in accordance with the requirements of regulatory legal acts of the Republic of Belarus and local acts in _____________________.

Job title
the head
structural unit _________ _______________________
Signature Signature decryption
Visas

I have read the instructions _________ _______________________
Signature Signature decryption


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