Investment Fund Managers

Business Management & Administration > General Management

Projected Growth: Average

91300+
Projected Job Openings

Extensive Preparation Needed

Job Description

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

Common job titles of Investment Fund Managers include:
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Experience and Education

Extensive skill, knowledge, and experience are needed for these occupations. Many require more than five years of experience. For example, surgeons must complete four years of college and an additional five to seven years of specialized medical training to be able to do their job.

  • 63.33% said they needed a Master's Degree.

  • 32.66% said they needed a Bachelor's Degree.

Tasks & Responsibilities

Essential Tasks

    Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.

    Attend investment briefings or consult financial media to stay abreast of relevant investment markets.

    Develop or implement fund investment policies or strategies.

    Manage investment funds to maximize return on client investments.

    Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.

    Develop, implement, or monitor security valuation policies.

    Select specific investments or investment mixes for purchase by an investment fund.

    Select or direct the execution of trades.

    Direct activities of accounting or operations departments.


Regular Tasks

    Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.

    Present investment information, such as product risks, fees, or fund performance statistics.


Occasional Tasks

    Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.

    Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.

    Develop or direct development of offering documents or marketing materials.

    Identify group or individual target investors for a specific fund.

    Meet with investors to determine investment goals or to discuss investment strategies.

    Review offering documents or marketing materials to ensure regulatory compliance.

    Verify regulatory compliance of transaction reporting.

    Prepare for and respond to regulatory inquiries.

    Hire or evaluate staff.

What Tools and Technologies do Investment Fund Managers use?

Tools

Videoconferencing equipment

Teleconferencing equipment

Personal computers

Multiline telephone systems

Laptop computers

Desktop computers

Technologies

Autodesk AutoCAD Blue Sky

Oracle Hyperion

Financial accounting software

Microsoft MapPoint

Portfolio analysis software

ReadSoft

Risk analysis software

All Technologies

Statistical analysis software

SunGard Financial Systems AddVantage

What Skills Do Investment Fund Managers Need to Have?

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.

Speaking

Talking to others to convey information effectively.

Judgment and Decision Making

Considering the relative costs and benefits of potential actions to choose the most appropriate one.

Active Learning

Understanding the implications of new information for both current and future problem-solving and decision-making.

Complex Problem Solving

Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.

Writing

Communicating effectively in writing as appropriate for the needs of the audience.

Monitoring

Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.

Mathematics

Using mathematics to solve problems.

Systems Analysis

Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes.

Systems Evaluation

Identifying measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system.

Time Management

Managing one's own time and the time of others.

Coordination

Adjusting actions in relation to others' actions.

Persuasion

Persuading others to change their minds or behavior.

Social Perceptiveness

Being aware of others' reactions and understanding why they react as they do.

Negotiation

Bringing others together and trying to reconcile differences.

Instructing

Teaching others how to do something.

Abilities

Cognitive Abilities › Idea Generation and Reasoning Abilities › Deductive Reasoning

Apply general rules to specific problems to produce answers that make sense.

Cognitive Abilities › Verbal Abilities › Oral Comprehension

Listen to and understand information and ideas presented through spoken words and sentences.

Cognitive Abilities › Verbal Abilities › Written Comprehension

Read and understand information and ideas presented in writing.

Cognitive Abilities › Verbal Abilities › Oral Expression

Communicate information and ideas in speaking so others will understand.

Cognitive Abilities › Idea Generation and Reasoning Abilities › Inductive Reasoning

Combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).

Cognitive Abilities › Quantitative Abilities › Mathematical Reasoning

Choose the right mathematical methods or formulas to solve a problem.

Cognitive Abilities › Verbal Abilities › Written Expression

Communicate information and ideas in writing so others will understand.

Cognitive Abilities › Idea Generation and Reasoning Abilities › Problem Sensitivity

Tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.

Cognitive Abilities › Quantitative Abilities › Number Facility

Add, subtract, multiply, or divide quickly and correctly.

Everything Investment Fund Managers Should Know…

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.

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.

Law and Government

Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.

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.

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