Investment Fund Managers
Human Advantage 73%
Significant human skills needed
AI Automation Risk Low Risk
2.6 / 10
This occupation requires complex human judgment, social interaction, and creative problem-solving that are difficult to automate.
Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.
Also Known As: Annual Fund Manager, Asset Manager, Financial Planning Director, Financial Planning Manager, Financial Planning and Analysis Finance Manager, Financial Planning and Analysis Manager, Fixed Income Portfolio Manager, Fixed Income Vice President (Fixed Income VP) +9 more
Core Tasks
- Manage investment funds to maximize return on client investments.
- Select specific investments or investment mixes for purchase by an investment fund.
- Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
- Select or direct the execution of trades.
- Develop or implement fund investment policies or strategies.
- Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.
- Present investment information, such as product risks, fees, or fund performance statistics.
- Develop, implement, or monitor security valuation policies.
- Meet with investors to determine investment goals or to discuss investment strategies.
- Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
- Prepare for and respond to regulatory inquiries.
- Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.
- Hire or evaluate staff.
- Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.
- Develop or direct development of offering documents or marketing materials.
Supplemental Tasks (5)
- Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.
- Verify regulatory compliance of transaction reporting.
- Review offering documents or marketing materials to ensure regulatory compliance.
- Identify group or individual target investors for a specific fund.
- Direct activities of accounting or operations departments.
Education & Training
Job Zone 5 Job Zone Five: Extensive Preparation Needed
Education: Most of these occupations require graduate school. For example, they may require a master's degree, and some require a Ph.D., M.D., or J.D. (law degree).
Experience: Extensive skill, knowledge, and experience are needed for these occupations. Many require more than five years of experience. For example, surgeons must complete four years of college and an additional five to seven years of specialized medical training to be able to do their job.
On-the-Job Training: Employees may need some on-the-job training, but most of these occupations assume that the person will already have the required skills, knowledge, work-related experience, and/or training.
Education Level Distribution
Percentage of workers in this occupation with each education level.
Technology & Tools
Hot Technologies
Software (24)
Tools & Equipment (6)
Where This Career Leads
Career progression organized by specialty track and experience level.
Business Information Management Advanced Manufacturing
Zone 5
Investment Fund Managers You are here
Regulation Advanced Manufacturing
Zone 3
Zone 5
Investment Fund Managers You are here
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