Investment Fund Manager

Also called: Asset Manager, Assistant Vice President, Investment Analysis, Financial Planning Manager, Fixed Income Portfolio Manager, Hedge Fund Manager

Varies

estimated salary

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.

 

 

  • 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.
  • 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.
Work Context
  • Electronic Mail — 100% responded "Every day".
  • Telephone — 93% responded "Every day".
  • Face-to-Face Discussions — 84% responded "Every day".
  • Spend Time Sitting — 76% responded "Continually or almost continually".
  • Indoors, Environmentally Controlled — 88% responded "Every day".
  • Level of Competition — 61% responded "Extremely competitive".
  • Freedom to Make Decisions — 64% responded "A lot of freedom".
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Work Activities
  • Getting Information — Observing, receiving, and otherwise obtaining information from all relevant sources.
  • Analyzing Data or Information — Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
  • Making Decisions and Solving Problems — Analyzing information and evaluating results to choose the best solution and solve problems.
  • Processing Information — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
  • Interacting With Computers — Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
  • Identifying Objects, Actions, and Events — Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.
  • Communicating with Supervisors, Peers, or Subordinates — Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
  • Communicating with Persons Outside Organization — Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.
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Detailed Work Activities
  • Coordinate with external parties to exchange information.
  • Examine financial records to ensure compliance with policies or regulations.
  • Evaluate employee performance.
  • Hire personnel.
  • Direct financial operations.
  • Direct organizational operations, projects, or services.
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Knowledge

Economics and Accounting
  • Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
English Language
  • Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Mathematics
  • Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
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Skills

Reading Comprehension
  • Understanding written sentences and paragraphs in work related documents.
Active Listening
  • Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Critical Thinking
  • Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Judgment and Decision Making
  • Considering the relative costs and benefits of potential actions to choose the most appropriate one.
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Abilities

Deductive Reasoning
  • The ability to apply general rules to specific problems to produce answers that make sense.
Oral Comprehension
  • The ability to listen to and understand information and ideas presented through spoken words and sentences.
Written Comprehension
  • The ability to read and understand information and ideas presented in writing.
Oral Expression
  • The ability to communicate information and ideas in speaking so others will understand.
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Personality

People interested in this work like activities that include ideas, thinking, and figuring things out.
They do well at jobs that need:
  • Achievement/Effort
  • Persistence
  • Initiative
  • Leadership
  • Cooperation
  • Concern for Others
  • Social Orientation
  • Self Control
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Technology

You might use software like this on the job:

Computer aided design CAD software
  • Autodesk AutoCAD Blue Sky Hot Technology
Data base user interface and query software
  • Structured query language SQL Hot Technology
  • Microsoft Access Hot Technology
Analytical or scientific software
  • SAS Hot Technology
  • Statistical analysis software
  • Risk analysis software
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Education

Get started on your career:

Job Outlook

New job opportunities are very likely in the future.
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