Who is an investment clerk and what do they do? The task of an investment clerk is to administer investments (e.g. in the construction of a workshop, building, automated production line or the entire operation of a business, computer network, irrigation system, etc.) carried out by other companies (suppliers).
What are the activities of the investment clerk? Activities include – preparing investment designs in relation to the business, financial, production or operational, technical and economic strategy of the organisation – setting the manner of investment implementation – surveys of financial resources – co-ordinating project, financial, technical and business preparation phases – co-ordinating the work of investment suppliers and other participating organisations, making sure that they perform their obligations within their deadlines – preparing a budget for investment steps and calculating the related costs – taking care of planning regulations and procedures, and accepting work, including keeping complete records of investment documentation.
Where is it done and under what conditions? The job is done in offices or similar spaces, where the working environment is fairly comfortable.
What tools/equipment do they use? The tools and equipment used include computer technology, telephone, fax machine, the spoken word.
What do you need to succeed? You need a university, higher specialised, or completed secondary, education in an investment-related field (in that case, certain knowledge of economics must be acquired in addition) or in economics (in that case, some familiarity with investment issues must be acquired), as well as an ability to deal with people, thoroughness, and organisational skills.