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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.
- Direct activities of accounting or operations departments.
- Verify regulatory compliance of transaction reporting.
- Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
- Select or direct the execution of trades.
- Develop or implement fund investment policies or strategies.
- Develop or direct development of offering documents or marketing materials.
- Select specific investments or investment mixes for purchase by an investment fund.
- Develop, implement, or monitor security valuation policies.
- Manage investment funds to maximize return on client investments.
- Develop or direct development of offering documents or marketing materials.
- Hire or evaluate staff.
- Identify group or individual target investors for a specific fund.
- Review offering documents or marketing materials to ensure regulatory compliance.
- Develop, implement, or monitor security valuation policies.
- Present investment information, such as product risks, fees, or fund performance statistics.
- Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.
- Hire or evaluate staff.
- Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.
- Meet with investors to determine investment goals or to discuss investment strategies.
- Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.
- Develop, implement, or monitor security valuation policies.
- Develop or implement fund investment policies or strategies.
- Select or direct the execution of trades.
- Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.
- Direct activities of accounting or operations departments.
- Prepare for and respond to regulatory inquiries.
- Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
- Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
Subject areas you may need to master.
- Transportation - Knowledge of principles and methods for moving people or goods by air, rail, sea, or road, including the relative costs and benefits.
- Design - Knowledge of design techniques, tools, and principles involved in production of precision technical plans, blueprints, drawings, and models.
- Production and Processing - Knowledge of raw materials, production processes, quality control, costs, and other techniques for maximizing the effective manufacture and distribution of goods.
- 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.
- 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.
- 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.
- 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.
- Mechanical - Knowledge of machines and tools, including their designs, uses, repair, and maintenance.
- Biology - Knowledge of plant and animal organisms, their tissues, cells, functions, interdependencies, and interactions with each other and the environment.
- 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.
- English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, and rules of composition and grammar.
- 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.
- 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.
- Telecommunications - Knowledge of transmission, broadcasting, switching, control, and operation of telecommunications systems.
- 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.
- Economics and Accounting - Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
- Computers and Electronics - Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
- 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.
- 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.
- 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.
- 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.
- Sociology and Anthropology - Knowledge of group behavior and dynamics, societal trends and influences, human migrations, ethnicity, cultures, and their history and origins.
- 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.
- 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.
- Law and Government - Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
- 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.
- 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.
- 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.
- Food Production - Knowledge of techniques and equipment for planting, growing, and harvesting food products (both plant and animal) for consumption, including storage/handling techniques.
- 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.
- Mathematics - Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
Strengths you may need in this role.
- Judgment and Decision Making - Thinking about the pros and cons of different options and picking the best one.
- Operations Monitoring - Watching gauges, dials, or display screens to make sure a machine is working.
- Coordination - Changing what is done based on other people's actions.
- Technology Design - Making equipment and technology useful for customers.
- Writing - Writing things for co-workers or customers.
- Management of Material Resources - Managing equipment and materials.
- Negotiation - Bringing people together to solve differences.
- Persuasion - Talking people into changing their minds or their behavior.
- Equipment Selection - Deciding what kind of tools and equipment are needed to do a job.
- Repairing - Repairing machines or systems using the right tools.
- Quality Control Analysis - Testing how well a product or service works.
- Complex Problem Solving - Noticing a problem and figuring out the best way to solve it.
- Speaking - Talking to others.
- Monitoring - Keeping track of how well people and/or groups are doing in order to make improvements.
- Management of Personnel Resources - Selecting and managing the best workers for a job.
- Social Perceptiveness - Understanding people's reactions.
- Reading Comprehension - Reading work-related information.
- Programming - Writing computer programs.
- Management of Financial Resources - Making spending decisions and keeping track of what is spent.
- Systems Analysis - Figuring out how a system should work and how changes in the future will affect it.
- Equipment Maintenance - Planning and doing the basic maintenance on equipment.
- Systems Evaluation - Measuring how well a system is working and how to improve it.
- Critical Thinking - Thinking about the pros and cons of different ways to solve a problem.
- Active Learning - Figuring out how to use new ideas or things.
- Troubleshooting - Figuring out what is causing equipment, machines, wiring, or computer programs to not work.
- Installation - Installing equipment, machines, wiring, or computer programs.
- Science - Using scientific rules and strategies to solve problems.
- Operation and Control - Using equipment or systems.
- Active Listening - Listening to others, not interrupting, and asking good questions.
- Instructing - Teaching people how to do something.
- Learning Strategies - Using the best training or teaching strategies for learning new things.
- Service Orientation - Looking for ways to help people.
- Operations Analysis - Figuring out what a product or service needs to be able to do.
- Time Management - Managing your time and the time of other people.
- Mathematics - Using math to solve problems.
- Near Vision - Seeing details up close.
- Glare Sensitivity - Seeing something even if there is a glare or very bright light.
- Gross Body Coordination - Moving your arms, legs, and mid-section together while your whole body is moving.
- Mathematical Reasoning - Choosing the right type of math to solve a problem.
- Problem Sensitivity - Noticing when problems happen.
- Visualization - Imagining how something will look after it is moved around or changed.
- Trunk Strength - Using your lower back and stomach.
- Fluency of Ideas - Coming up with lots of ideas.
- Multilimb Coordination - Using your arms and/or legs together while sitting, standing, or lying down.
- Stamina - Exercising for a long time without getting out of breath.
- Far Vision - Seeing details that are far away.
- Dynamic Strength - Exercising for a long time without your muscles getting tired.
- Hearing Sensitivity - Telling the difference between sounds.
- Auditory Attention - Paying attention to one sound while there are other distracting sounds.
- Visual Color Discrimination - Noticing the difference between colors, including shades and brightness.
- Speech Recognition - Recognizing spoken words.
- Sound Localization - Noticing the direction that a sound came from.
- Speech Clarity - Speaking clearly.
- Finger Dexterity - Putting together small parts with your fingers.
- Control Precision - Quickly changing the controls of a machine, car, truck or boat.
- Dynamic Flexibility - Quickly and repeatedly bending, stretching, twisting, or reaching out with your body, arms, and/or legs.
- Gross Body Equilibrium - Keeping your balance or staying upright.
- Number Facility - Adding, subtracting, multiplying, or dividing.
- Oral Expression - Communicating by speaking.
- Category Flexibility - Grouping things in different ways.
- Memorization - Remembering words, numbers, pictures, or steps.
- Written Comprehension - Reading and understanding what is written.
- Inductive Reasoning - Making general rules or coming up with answers from lots of detailed information.
- Speed of Closure - Quickly knowing what you are looking at.
- Manual Dexterity - Holding or moving items with your hands.
- Speed of Limb Movement - Quickly moving your arms and legs.
- Arm-Hand Steadiness - Keeping your arm or hand steady.
- 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.
- Response Orientation - Quickly deciding if you should move your hand, foot, or other body part.
- Depth Perception - Deciding which thing is closer or farther away from you, or deciding how far away it is from you.
- Peripheral Vision - Seeing something to your side when your are looking ahead.
- Extent Flexibility - Bending, stretching, twisting, or reaching with your body, arms, and/or legs.
- Time Sharing - Doing two or more things at the same time.
- Reaction Time - Quickly moving your hand, finger, or foot based on a sound, light, picture or other command.
- Spatial Orientation - Knowing where things are around you.
- Flexibility of Closure - Seeing hidden patterns.
- Explosive Strength - Jumping, sprinting, or throwing something.
- Static Strength - Lifting, pushing, pulling, or carrying.
- Information Ordering - Ordering or arranging things.
- Perceptual Speed - Quickly comparing groups of letters, numbers, pictures, or other things.
- Wrist-Finger Speed - Making fast, simple, repeated movements of your fingers, hands, and wrists.
- Night Vision - Seeing at night or under low light.
- Written Expression - Communicating by writing.
- Originality - Creating new and original ideas.
- Deductive Reasoning - Using rules to solve problems.
- Oral Comprehension - Listening and understanding what people say.
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")