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.
Also Known As:
Fixed Income Portfolio Manager
Fixed Income Vice President (Fixed Income VP)
Investment Analysis Vice President (Investment Analysis VP)
Portfolio Manager
Wages
Annual wages for Investment Fund Managers in United States
Job Outlook
Bright
New job opportunities are very likely in the future
United States
2033 Projected Employment
975,300
17% Change From 2023
Explore Investment Fund Managers video
Tasks you might complete in a day.
- Hire or evaluate staff.
- Manage investment funds to maximize return on client investments.
- Direct activities of accounting or operations departments.
- Identify group or individual target investors for a specific fund.
- Direct activities of accounting or operations departments.
- Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.
- Verify regulatory compliance of transaction reporting.
- Select or direct the execution of trades.
- Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
- Develop or direct development of offering documents or marketing materials.
- Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
- Develop, implement, or monitor security valuation policies.
- Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.
- 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.
- Develop, implement, or monitor security valuation policies.
- Prepare for and respond to regulatory inquiries.
- Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
- Develop, implement, or monitor security valuation policies.
- Present investment information, such as product risks, fees, or fund performance statistics.
- Develop or implement fund investment policies or strategies.
- 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.
- Develop or implement fund investment policies or strategies.
- Select specific investments or investment mixes for purchase by an investment fund.
- Review offering documents or marketing materials to ensure regulatory compliance.
- Select or direct the execution of trades.
- Meet with investors to determine investment goals or to discuss investment strategies.
Subject areas you may need to master.
- Mathematics - Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
- Biology - Knowledge of plant and animal organisms, their tissues, cells, functions, interdependencies, and interactions with each other and the environment.
- Sociology and Anthropology - Knowledge of group behavior and dynamics, societal trends and influences, human migrations, ethnicity, cultures, and their history and origins.
- Therapy and Counseling - Knowledge of principles, methods, and procedures for diagnosis, treatment, and rehabilitation of physical and mental dysfunctions, and for career counseling and guidance.
- Telecommunications - Knowledge of transmission, broadcasting, switching, control, and operation of telecommunications systems.
- Sales and Marketing - Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
- Communications and Media - Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.
- Transportation - Knowledge of principles and methods for moving people or goods by air, rail, sea, or road, including the relative costs and benefits.
- English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
- Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
- Food Production - Knowledge of techniques and equipment for planting, growing, and harvesting food products (both plant and animal) for consumption, including storage/handling techniques.
- Computers and Electronics - Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
- Administration and Management - Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
- Personnel and Human Resources - Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems.
- Engineering and Technology - Knowledge of the practical application of engineering science and technology. This includes applying principles, techniques, procedures, and equipment to the design and production of various goods and services.
- Design - Knowledge of design techniques, tools, and principles involved in production of precision technical plans, blueprints, drawings, and models.
- Mechanical - Knowledge of machines and tools, including their designs, uses, repair, and maintenance.
- Physics - Knowledge and prediction of physical principles, laws, their interrelationships, and applications to understanding fluid, material, and atmospheric dynamics, and mechanical, electrical, atomic and sub-atomic structures and processes.
- Geography - Knowledge of principles and methods for describing the features of land, sea, and air masses, including their physical characteristics, locations, interrelationships, and distribution of plant, animal, and human life.
- Public Safety and Security - Knowledge of relevant equipment, policies, procedures, and strategies to promote effective local, state, or national security operations for the protection of people, data, property, and institutions.
- Law and Government - Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
- Psychology - Knowledge of human behavior and performance; individual differences in ability, personality, and interests; learning and motivation; psychological research methods; and the assessment and treatment of behavioral and affective disorders.
- Administrative - Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.
- Building and Construction - Knowledge of materials, methods, and the tools involved in the construction or repair of houses, buildings, or other structures such as highways and roads.
- Chemistry - Knowledge of the chemical composition, structure, and properties of substances and of the chemical processes and transformations that they undergo. This includes uses of chemicals and their interactions, danger signs, production techniques, and disposal methods.
- Fine Arts - Knowledge of the theory and techniques required to compose, produce, and perform works of music, dance, visual arts, drama, and sculpture.
- History and Archeology - Knowledge of historical events and their causes, indicators, and effects on civilizations and cultures.
- Philosophy and Theology - Knowledge of different philosophical systems and religions. This includes their basic principles, values, ethics, ways of thinking, customs, practices, and their impact on human culture.
- Foreign Language - Knowledge of the structure and content of a foreign (non-English) language including the meaning and spelling of words, rules of composition and grammar, and pronunciation.
- Medicine and Dentistry - Knowledge of the information and techniques needed to diagnose and treat human injuries, diseases, and deformities. This includes symptoms, treatment alternatives, drug properties and interactions, and preventive health-care measures.
- Education and Training - Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.
- Production and Processing - Knowledge of raw materials, production processes, quality control, costs, and other techniques for maximizing the effective manufacture and distribution of goods.
- Economics and Accounting - Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
Strengths you may need in this role.
- Learning Strategies - Using the best training or teaching strategies for learning new things.
- Critical Thinking - Thinking about the pros and cons of different ways to solve a problem.
- Monitoring - Keeping track of how well people and/or groups are doing in order to make improvements.
- Complex Problem Solving - Noticing a problem and figuring out the best way to solve it.
- Programming - Writing computer programs.
- Operations Analysis - Figuring out what a product or service needs to be able to do.
- Operations Monitoring - Watching gauges, dials, or display screens to make sure a machine is working.
- Systems Analysis - Figuring out how a system should work and how changes in the future will affect it.
- Time Management - Managing your time and the time of other people.
- Mathematics - Using math to solve problems.
- Quality Control Analysis - Testing how well a product or service works.
- Operation and Control - Using equipment or systems.
- Writing - Writing things for co-workers or customers.
- Active Learning - Figuring out how to use new ideas or things.
- Judgment and Decision Making - Thinking about the pros and cons of different options and picking the best one.
- Service Orientation - Looking for ways to help people.
- Installation - Installing equipment, machines, wiring, or computer programs.
- Speaking - Talking to others.
- Social Perceptiveness - Understanding people's reactions.
- Troubleshooting - Figuring out what is causing equipment, machines, wiring, or computer programs to not work.
- Management of Financial Resources - Making spending decisions and keeping track of what is spent.
- Management of Personnel Resources - Selecting and managing the best workers for a job.
- Negotiation - Bringing people together to solve differences.
- Instructing - Teaching people how to do something.
- Coordination - Changing what is done based on other people's actions.
- Persuasion - Talking people into changing their minds or their behavior.
- Equipment Maintenance - Planning and doing the basic maintenance on equipment.
- Reading Comprehension - Reading work-related information.
- Technology Design - Making equipment and technology useful for customers.
- Science - Using scientific rules and strategies to solve problems.
- Equipment Selection - Deciding what kind of tools and equipment are needed to do a job.
- Systems Evaluation - Measuring how well a system is working and how to improve it.
- Repairing - Repairing machines or systems using the right tools.
- Management of Material Resources - Managing equipment and materials.
- Active Listening - Listening to others, not interrupting, and asking good questions.
- Reaction Time - Quickly moving your hand, finger, or foot based on a sound, light, picture or other command.
- Hearing Sensitivity - Telling the difference between sounds.
- Wrist-Finger Speed - Making fast, simple, repeated movements of your fingers, hands, and wrists.
- Near Vision - Seeing details up close.
- Gross Body Equilibrium - Keeping your balance or staying upright.
- Gross Body Coordination - Moving your arms, legs, and mid-section together while your whole body is moving.
- Perceptual Speed - Quickly comparing groups of letters, numbers, pictures, or other things.
- Arm-Hand Steadiness - Keeping your arm or hand steady.
- Oral Comprehension - Listening and understanding what people say.
- Oral Expression - Communicating by speaking.
- Number Facility - Adding, subtracting, multiplying, or dividing.
- Spatial Orientation - Knowing where things are around you.
- Written Expression - Communicating by writing.
- Selective Attention - Paying attention to something without being distracted.
- Rate Control - Changing when and how fast you move based on how something else is moving.
- Stamina - Exercising for a long time without getting out of breath.
- Speech Clarity - Speaking clearly.
- Explosive Strength - Jumping, sprinting, or throwing something.
- Night Vision - Seeing at night or under low light.
- Speech Recognition - Recognizing spoken words.
- Problem Sensitivity - Noticing when problems happen.
- Category Flexibility - Grouping things in different ways.
- Speed of Closure - Quickly knowing what you are looking at.
- Deductive Reasoning - Using rules to solve problems.
- Manual Dexterity - Holding or moving items with your hands.
- Memorization - Remembering words, numbers, pictures, or steps.
- Visualization - Imagining how something will look after it is moved around or changed.
- Control Precision - Quickly changing the controls of a machine, car, truck or boat.
- Glare Sensitivity - Seeing something even if there is a glare or very bright light.
- Sound Localization - Noticing the direction that a sound came from.
- Speed of Limb Movement - Quickly moving your arms and legs.
- Extent Flexibility - Bending, stretching, twisting, or reaching with your body, arms, and/or legs.
- Trunk Strength - Using your lower back and stomach.
- Far Vision - Seeing details that are far away.
- Visual Color Discrimination - Noticing the difference between colors, including shades and brightness.
- Dynamic Strength - Exercising for a long time without your muscles getting tired.
- Depth Perception - Deciding which thing is closer or farther away from you, or deciding how far away it is from you.
- Auditory Attention - Paying attention to one sound while there are other distracting sounds.
- Peripheral Vision - Seeing something to your side when your are looking ahead.
- Originality - Creating new and original ideas.
- Flexibility of Closure - Seeing hidden patterns.
- Time Sharing - Doing two or more things at the same time.
- Fluency of Ideas - Coming up with lots of ideas.
- Information Ordering - Ordering or arranging things.
- Finger Dexterity - Putting together small parts with your fingers.
- Inductive Reasoning - Making general rules or coming up with answers from lots of detailed information.
- Multilimb Coordination - Using your arms and/or legs together while sitting, standing, or lying down.
- Response Orientation - Quickly deciding if you should move your hand, foot, or other body part.
- Static Strength - Lifting, pushing, pulling, or carrying.
- Dynamic Flexibility - Quickly and repeatedly bending, stretching, twisting, or reaching out with your body, arms, and/or legs.
- Written Comprehension - Reading and understanding what is written.
- Mathematical Reasoning - Choosing the right type of math to solve a problem.
Average Education Attained
Highest level of education earned by people in this career.
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Content sourced from United States Department of Labor Employment and Training Administration ("DOLETA") and the Minnesota Department of Employment & Economic Development ("DEED")