Occupation: Investment Fund Managers

Investment Fund Managers

Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.

11-3031.03 | 20 tasks | 4 job titles
Reported Job Titles (4)
  • Fixed Income Portfolio Manager
  • Fixed Income Vice President (Fixed Income VP)
  • Investment Analysis Vice President (Investment Analysis VP)
  • Portfolio Manager
Core Tasks (15)
  • 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.