Occupation AtlasInvestment Fund Managers
O*NET · 11-3031.03
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 called Annual Fund Manager · Asset Management Manager · Asset Management Project Manager · Asset Manager · Digital Asset Manager · Financial Planning and Analysis Finance Manager · Financial Planning and Analysis Manager · Financial Planning Director
18 more
Financial Planning Manager · Fixed Income Portfolio Manager · Fixed Income Vice President (Fixed Income VP) · Fixed Income VP · Fund Admin · Fund Administrator (Fund Admin) · Hedge Fund Manager · Institutional Asset Manager · Investment Analysis Vice President (Investment Analysis VP) · Investment Analysis VP · Investment Banking Director · Investment Fund Manager · Investment Manager · Investments Manager · Mutual Fund Manager · Pension Fund Manager · Portfolio Manager · Wealth Manager
Compare with another occupationCompare with Financial Quantitative Analysts
Job Zone
- 1
- 2
- 3
- 4
- 5
Zone 5: Extensive Preparation Needed
Extensive preparation. Usually a graduate degree, with extensive skill, knowledge and experience — many of these occupations expect more than five years of experience.
Job Zone is O*NET's rating of how much education, experience and training an occupation typically needs — a property of the work, not of anyone doing it.
Occupational interest profile
ECIEnterprising · Conventional · Investigative — the three strongest interests, in order
- E Enterprising6.95
- C Conventional5.21
- I Investigative3.77
- S Social2.69
- A Artistic1.65
- R Realistic1.48
RIASEC (Holland) interests on O*NET's 0–7 scale: what the work draws on, not what any individual prefers. Hover a row for what each dimension means.
Education and experience
The education level respondents say the job requires, and the most common answer for experience and training.
- Related work experience
- Over 8 years, up to and including 10 years (28%)
- On-site or in-plant training
- None (28%)
- On-the-job training
- Over 6 months, up to and including 1 year (29%)
Typically associated skills
All 35 O*NET skills, most important first. Importance (1–5) says how much a skill matters here; level (0–7) says how much of it the work calls for, with O*NET's example of a nearby level. Neither is a proficiency rating of a person.
- Reading ComprehensionbasicImportance 4.0Level 4.3Level 4 looks like: Understand an email from management describing new personnel policies
- Active ListeningbasicImportance 4.0Level 4.1Level 4 looks like: Answer inquiries regarding credit references
- Critical ThinkingbasicImportance 4.0Level 4.0Level 4 looks like: Evaluate customer complaints and determine appropriate responses
- Judgment and Decision MakingImportance 3.9Level 4.3Level 4 looks like: Evaluate a loan application for degree of risk
- SpeakingbasicImportance 3.9Level 4.1Level 4 looks like: Interview applicants to obtain personal and work history
- Active LearningbasicImportance 3.8Level 3.9Level 4 looks like: Determine the impact of new menu changes on a restaurant's purchasing requirements
- Complex Problem SolvingImportance 3.8Level 3.9Level 4 looks like: Redesign a floor layout to take advantage of new manufacturing techniques
- WritingbasicImportance 3.6Level 3.9Level 4 looks like: Write an email to staff outlining new directives
- MonitoringbasicImportance 3.5Level 4.0Level 4 looks like: Monitor a meeting and revise the agenda to ensure important topics are discussed
- Systems AnalysisImportance 3.4Level 3.8Level 4 looks like: Determine how a new piece of equipment will affect production rates
- MathematicsbasicImportance 3.4Level 3.6Level 4 looks like: Calculate the square footage of a new home under construction
- Time ManagementImportance 3.3Level 3.9Level 4 looks like: Allocate the time of subordinates to projects for the coming week
Show the other 23
- Systems EvaluationImportance 3.3Level 3.8Level 4 looks like: Identify the reasons why a client might be unhappy with a product
- PersuasionImportance 3.1Level 3.5Level 4 looks like: Convince a supervisor to purchase new office equipment
- CoordinationImportance 3.1Level 3.1Level 4 looks like: Work with others to put a new roof on a house
- NegotiationImportance 3.0Level 3.5Level 4 looks like: Contract with a wholesaler to sell items at a given cost
- Social PerceptivenessImportance 3.0Level 3.4Level 4 looks like: Be aware of how a coworker's promotion will affect a work group
- InstructingImportance 3.0Level 2.9Level 2 looks like: Instruct a new employee in the use of a timekeeping system
- Management of Personnel ResourcesImportance 2.9Level 3.4Level 4 looks like: Direct the activities of a road repair crew with minimal disruption of traffic flow
- Learning StrategiesbasicImportance 2.9Level 3.1Level 4 looks like: Identify an alternative approach to help trainees who are having difficulties
- Service OrientationImportance 2.9Level 3.0Level 2 looks like: Ask customers if they would like a cup of coffee
- Management of Financial ResourcesImportance 2.8Level 3.0Level 2 looks like: Use available funds to buy office supplies and record the amount of the purchase
- Management of Material ResourcesImportance 2.3Level 2.1Level 2 looks like: Reserve a room for a management meeting
- Operations AnalysisImportance 2.0Level 1.6Level 2 looks like: Select a printer for an office
- Operations MonitoringImportance 1.9Level 1.5Level 2 looks like: Monitor completion times while running a computer program
- Technology DesignImportance 1.9Level 1.4Level 2 looks like: Adjust exercise equipment for use by a customer
- ProgrammingImportance 1.8Level 1.1Level 2 looks like: Write a program to sort objects in a database
- Quality Control AnalysisImportance 1.5Level —
- Equipment MaintenanceImportance 1.0Level —
- Equipment SelectionImportance 1.0Level —
- InstallationImportance 1.0Level —
- Operation and ControlImportance 1.0Level —
- RepairingImportance 1.0Level —
- SciencebasicImportance 1.0Level —
- TroubleshootingImportance 1.0Level —
Tasks
15 core · 5 supplementalWhat people in this occupation do, as O*NET records it, core tasks first by importance (1–5).
- Manage investment funds to maximize return on client investments.Importance 4.8
- Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.Importance 4.6
- Select specific investments or investment mixes for purchase by an investment fund.Importance 4.6
- Develop or implement fund investment policies or strategies.Importance 4.5
- Select or direct the execution of trades.Importance 4.5
- Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.Importance 4.4
- Develop, implement, or monitor security valuation policies.Importance 4.2
- Present investment information, such as product risks, fees, or fund performance statistics.Importance 4.2
- Meet with investors to determine investment goals or to discuss investment strategies.Importance 4.2
- Attend investment briefings or consult financial media to stay abreast of relevant investment markets.Importance 4.1
- Prepare for and respond to regulatory inquiries.Importance 4.0
- Hire or evaluate staff.Importance 3.8
Show the other 8
- Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.Importance 3.8
- Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.Importance 3.7
- Develop or direct development of offering documents or marketing materials.Importance 3.6
- Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.Importance 3.8
- Verify regulatory compliance of transaction reporting.Importance 3.7
- Review offering documents or marketing materials to ensure regulatory compliance.Importance 3.6
- Direct activities of accounting or operations departments.Importance 3.5
- Identify group or individual target investors for a specific fund.Importance 3.5
Knowledge
Bodies of knowledge the work draws on.
- Economics and AccountingImportance 4.7Level 5.5Level 4 looks like: Develop financial investment programs for individual clients
- English LanguageImportance 4.4Level 4.9Level 4 looks like: Edit an article for a news website
- MathematicsImportance 4.3Level 5.5Level 4 looks like: Analyze data to determine areas with the highest sales
- Customer and Personal ServiceImportance 3.7Level 4.6Level 4 looks like: Be responsible for 10 children at daycare
- Administration and ManagementImportance 3.2Level 4.7Level 4 looks like: Monitor progress of a project to ensure timely completion
- Computers and ElectronicsImportance 3.1Level 3.5Level 4 looks like: Use a computer to format a document
- Law and GovernmentImportance 3.1Level 3.6Level 4 looks like: Prepare documents and title papers for the purchase of a new house
- Sales and MarketingImportance 3.0Level 4.1Level 4 looks like: Introduce clients to a new line of products
Show all 33
- Education and TrainingImportance 2.6Level 3.1Level 4 looks like: Lead a quality improvement seminar
- Communications and MediaImportance 2.5Level 2.9
- Personnel and Human ResourcesImportance 2.4Level 3.1Level 4 looks like: Interview applicants for an administrative position
- PsychologyImportance 2.3Level 2.7
- History and ArcheologyImportance 2.1Level 2.4Level 1 looks like: Take a class in US history
- GeographyImportance 2.0Level 2.2Level 1 looks like: Know the capital of the United States
- Sociology and AnthropologyImportance 1.9Level 2.2Level 1 looks like: Identify two cultures in a story as being different
- TelecommunicationsImportance 1.9Level 1.7Level 1 looks like: Send an email
- AdministrativeImportance 1.7Level 2.0Level 1 looks like: Direct phone calls to the appropriate staff member
- Production and ProcessingImportance 1.6Level 1.4Level 1 looks like: Put a computer back into its packing materials
- TransportationImportance 1.6Level 1.2Level 1 looks like: Ride a train to work
- Engineering and TechnologyImportance 1.5Level 1.2Level 1 looks like: Install a door lock
- Medicine and DentistryImportance 1.4Level 0.8Level 1 looks like: Use a band-aid
- Public Safety and SecurityImportance 1.4Level 0.6Level 1 looks like: Use a seatbelt
- PhysicsImportance 1.3Level —
- Therapy and CounselingImportance 1.3Level —
- BiologyImportance 1.2Level —
- DesignImportance 1.2Level —
- Foreign LanguageImportance 1.2Level —
- Philosophy and TheologyImportance 1.2Level —
- ChemistryImportance 1.1Level —
- Fine ArtsImportance 1.1Level —
- MechanicalImportance 1.1Level —
- Building and ConstructionImportance 1.0Level —
- Food ProductionImportance 1.0Level —
Abilities
Enduring capacities the work calls for.
- Deductive ReasoningImportance 4.1Level 4.4Level 5 looks like: Decide what factors to consider in selecting stocks
- Oral ComprehensionImportance 4.0Level 4.4Level 4 looks like: Understand a coach's oral instructions for a sport
- Oral ExpressionImportance 4.0Level 4.3Level 4 looks like: Give instructions to a lost motorist
- Written ComprehensionImportance 4.0Level 4.4Level 4 looks like: Understand an apartment lease
- Inductive ReasoningImportance 3.9Level 4.1Level 4 looks like: Determine the prime suspect based on crime scene evidence
- Information OrderingImportance 3.9Level 3.9Level 2 looks like: Follow the correct steps to make change
- Mathematical ReasoningImportance 3.9Level 4.3Level 4 looks like: Decide how to calculate profits to determine the amounts of yearly bonuses
- Problem SensitivityImportance 3.8Level 4.3Level 4 looks like: Notice from a subtle difference in a client's mood that something is bothering them
Show all 52
- Speech ClarityImportance 3.8Level 3.8Level 4 looks like: Make stadium-wide announcements during a sporting event
- Written ExpressionImportance 3.8Level 4.4Level 4 looks like: Write a job recommendation for a subordinate
- Near VisionImportance 3.6Level 3.9
- Number FacilityImportance 3.6Level 4.3Level 5 looks like: Compute the interest payment that should be generated from an investment
- Speech RecognitionImportance 3.5Level 3.8Level 4 looks like: Identify a former customer's voice over the phone
- Category FlexibilityImportance 3.4Level 3.8Level 3 looks like: Classify flowers according to size, color, and smell
- Flexibility of ClosureImportance 3.4Level 3.5Level 4 looks like: Look for a golf ball in tall grass
- Fluency of IdeasImportance 3.4Level 3.6Level 4 looks like: Think of as many ideas as possible for the name of a new company
- OriginalityImportance 3.4Level 3.5Level 4 looks like: Redesign job tasks to be interesting for employees
- Selective AttentionImportance 3.1Level 3.3Level 4 looks like: Watch security monitors for intruders throughout the night shift
- Perceptual SpeedImportance 3.0Level 3.0Level 2 looks like: Sort mail according to ZIP codes with no time pressure
- Far VisionImportance 2.9Level 2.9Level 2 looks like: Read a roadside billboard
- MemorizationImportance 2.9Level 3.0Level 4 looks like: Recite the first names of the five people you just met
- Speed of ClosureImportance 2.9Level 3.1Level 3 looks like: Recognize a song after hearing only the first few notes
- Time SharingImportance 2.8Level 2.9Level 3 looks like: Watch street signs while driving at 30 miles an hour
- VisualizationImportance 2.8Level 2.8Level 2 looks like: Imagine how to place paper in a printer so that the letterhead comes out on top
- Finger DexterityImportance 2.3Level 1.9Level 2 looks like: Put coins in a parking meter
- Auditory AttentionImportance 2.1Level 1.5Level 2 looks like: Listen to a lecture while people nearby are talking
- Visual Color DiscriminationImportance 2.1Level 1.8Level 1 looks like: Separate laundry into colors and whites
- Hearing SensitivityImportance 2.0Level 1.6Level 2 looks like: Notice a doorbell ringing
- Depth PerceptionImportance 1.6Level 0.9
- Arm-Hand SteadinessImportance 1.0Level —
- Control PrecisionImportance 1.0Level —
- Dynamic FlexibilityImportance 1.0Level —
- Dynamic StrengthImportance 1.0Level —
- Explosive StrengthImportance 1.0Level —
- Extent FlexibilityImportance 1.0Level —
- Glare SensitivityImportance 1.0Level —
- Gross Body CoordinationImportance 1.0Level —
- Gross Body EquilibriumImportance 1.0Level —
- Manual DexterityImportance 1.0Level —
- Multilimb CoordinationImportance 1.0Level —
- Night VisionImportance 1.0Level —
- Peripheral VisionImportance 1.0Level —
- Rate ControlImportance 1.0Level —
- Reaction TimeImportance 1.0Level —
- Response OrientationImportance 1.0Level —
- Sound LocalizationImportance 1.0Level —
- Spatial OrientationImportance 1.0Level —
- Speed of Limb MovementImportance 1.0Level —
- StaminaImportance 1.0Level —
- Static StrengthImportance 1.0Level —
- Trunk StrengthImportance 1.0Level —
- Wrist-Finger SpeedImportance 1.0Level —
Work activities
Kinds of activity the work is made of.
- Analyzing Data or InformationImportance 4.8Level 5.9
- Getting InformationImportance 4.8Level 5.9
- Making Decisions and Solving ProblemsImportance 4.5Level 5.5Level 4 looks like: Select the location for a major retail store
- Processing InformationImportance 4.5Level 5.7
- Identifying Objects, Actions, and EventsImportance 4.4Level 5.2Level 4 looks like: Judge the suitability of food products for an event
- Working with ComputersImportance 4.4Level 4.1Level 4 looks like: Write software for keeping track of parts in inventory
- Communicating with Supervisors, Peers, or SubordinatesImportance 4.2Level 4.9Level 4 looks like: Report the results of a sales meeting to a supervisor
- Communicating with People Outside the OrganizationImportance 4.0Level 5.2Level 4 looks like: Present information to potential clients about available services
Show all 41
- Organizing, Planning, and Prioritizing WorkImportance 4.0Level 4.6Level 4 looks like: Plan and adjust a personal to-do list according to changing demands
- Updating and Using Relevant KnowledgeImportance 4.0Level 5.2Level 4 looks like: Keep current on changes in maintenance procedures for repairing sports cars
- Estimating the Quantifiable Characteristics of Products, Events, or InformationImportance 3.8Level 4.6Level 4 looks like: Estimate the time required to evacuate a city in the event of a major disaster
- Establishing and Maintaining Interpersonal RelationshipsImportance 3.7Level 4.9Level 4 looks like: Maintain good working relationships with almost all coworkers and clients
- Interpreting the Meaning of Information for OthersImportance 3.7Level 4.6Level 4 looks like: Interpret how foreign tax laws apply to U.S. exports
- Judging the Qualities of Objects, Services, or PeopleImportance 3.7Level 4.9Level 4 looks like: Determine the value of property lost in a fire
- Thinking CreativelyImportance 3.7Level 4.8Level 4 looks like: Adapt popular music for a high school marching band
- Developing Objectives and StrategiesImportance 3.6Level 4.2Level 4 looks like: Develop the plan to complete the merger of two organizations over a 3-year period
- Evaluating Information to Determine Compliance with StandardsImportance 3.5Level 4.2Level 4 looks like: Evaluate a complicated insurance claim for compliance with policy terms
- Documenting/Recording InformationImportance 3.3Level 4.1Level 4 looks like: Document the results of a crime scene investigation
- Coaching and Developing OthersImportance 3.1Level 4.0Level 4 looks like: Provide on-the-job training for administrative workers
- Developing and Building TeamsImportance 3.1Level 3.4Level 4 looks like: Lead an assembly team in an automobile plant
- Selling or Influencing OthersImportance 3.1Level 4.1Level 4 looks like: Make a sales pitch to convince others to buy a product
- Training and Teaching OthersImportance 3.1Level 4.1Level 4 looks like: Teach a social sciences course to high school students
- Monitoring Processes, Materials, or SurroundingsImportance 3.0Level 3.5Level 4 looks like: Test electrical circuits
- Providing Consultation and Advice to OthersImportance 2.9Level 4.0Level 4 looks like: Recommend a new software package to increase operational efficiency
- Guiding, Directing, and Motivating SubordinatesImportance 2.8Level 3.1Level 4 looks like: Manage a small team of employees in a dynamic workplace
- Scheduling Work and ActivitiesImportance 2.8Level 3.2Level 4 looks like: Prepare the work schedule for salesclerks in a large retail store
- Coordinating the Work and Activities of OthersImportance 2.7Level 3.2Level 4 looks like: Organize the cleanup crew after a major sporting event
- Resolving Conflicts and Negotiating with OthersImportance 2.6Level 3.3Level 4 looks like: Get two subordinates to agree about vacation schedules
- Monitoring and Controlling ResourcesImportance 2.2Level 2.5Level 1 looks like: Work as a server responsible for keeping track of utensils
- Performing Administrative ActivitiesImportance 2.1Level 2.1Level 1 looks like: Complete routine paperwork
- Performing for or Working Directly with the PublicImportance 2.0Level 1.7Level 1 looks like: Check tickets at a concert
- Staffing Organizational UnitsImportance 2.0Level 1.9Level 1 looks like: Work in a position that has minimal staffing requirements
- Assisting and Caring for OthersImportance 1.8Level 1.4Level 1 looks like: Help a coworker complete an assignment
- Inspecting Equipment, Structures, or MaterialsImportance 1.8Level 1.0Level 1 looks like: Check that doors to building are locked
- Controlling Machines and ProcessesImportance 1.3Level 0.4Level 1 looks like: Operate a cash register
- Handling and Moving ObjectsImportance 1.2Level —
- Performing General Physical ActivitiesImportance 1.2Level —
- Drafting, Laying Out, and Specifying Technical Devices, Parts, and EquipmentImportance 1.1Level —
- Operating Vehicles, Mechanized Devices, or EquipmentImportance 1.1Level —
- Repairing and Maintaining Electronic EquipmentImportance 1.1Level —
- Repairing and Maintaining Mechanical EquipmentImportance 1.0Level —
Work context
The conditions most characteristic of the work, on O*NET's 1–5 context scale.
Technology
24 toolsSoftware used in this work. In demand: among the tools job postings for this occupation name most. Hot: often named in job postings across the economy.
In demand (3)
- Microsoft Excelhot
- Microsoft Office softwarehot
- Microsoft PowerPointhot
Hot (10; 3 more marked hot above)
- Microsoft Access
- Microsoft Outlook
- Microsoft Power BI
- Microsoft Project
- Microsoft Visio
- Microsoft Word
- SAP software
- SAS
- Structured query language SQL
- Tableau
Other tools (11)
- Autodesk AutoCAD Blue Sky
- Financial accounting software
- Microsoft MapPoint
- Oracle Hyperion
- Oracle Hyperion Planning
- Portfolio analysis software
- ReadSoft
- Risk analysis software
- Statistical analysis software
- SunGard Financial Systems AddVantage
- Web browser software
Related occupations
O*NET's own list of the occupations most related to this one, closest first.
ESCO equivalents
From the official ESCO–O*NET crosswalk, strongest match first. A broader occupation takes in this one; a narrower one is a part of it.
Closest occupations
Compare any occupation →Other O*NET occupations whose importance ratings on the 35 skills both rate are nearest to this one's, with the biggest differences named. A plain rule, not a hidden score.
Financial Quantitative Analysts
Average difference 0.2 points · Mathematics +1.0, Science +0.9
O*NET · Zone 5 · Compare
Compensation and Benefits Managers
Average difference 0.2 points · Operations Analysis +0.8, Management of Personnel Resources +0.7
O*NET · Zone 4 · Compare
Search Marketing Strategists
Average difference 0.2 points · Programming +1.0, Management of Financial Resources −0.7
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Climate Change Policy Analysts
Average difference 0.2 points · Science +1.6, Judgment and Decision Making −0.8
O*NET · Zone 5 · Compare
Market Research Analysts and Marketing Specialists
Average difference 0.2 points · Science +1.0, Management of Financial Resources −0.9
O*NET · Zone 4 · Compare
Logistics Analysts
Average difference 0.2 points · Science +0.8, Quality Control Analysis +0.8
O*NET · Zone 4 · Compare
Securities, Commodities, and Financial Services Sales Agents
Average difference 0.2 points · Reading Comprehension −0.5, Complex Problem Solving −0.4
O*NET · Zone 4 · Compare
Accountants and Auditors
Average difference 0.2 points · Systems Analysis −0.8, Active Learning −0.5
O*NET · Zone 4 · Compare
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This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license; O*NET® is a trademark of USDOL/ETA. ESCO occupations and skills are from the European Commission's ESCO classification, and the occupation crosswalk is the official ESCO–O*NET mapping by the ESCO Secretariat with USDOL/ETA. This service uses the ESCO classification of the European Commission. BlissPoint Analytics has modified all or some of this information: skill, task and descriptor ratings are rounded to one decimal, and ESCO occupations show Job Zone and interests copied from a crosswalked O*NET occupation. USDOL/ETA has not approved, endorsed, or tested these modifications.