Career Details
Career Details
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Career Details

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.


Key Facts
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Bright Outlook
Career Details
Green Job
Career Details
Current Employment
555,900
Estimate
Forecasted Employment
593,500
Estimate
Change in Employment
+37,700
Estimate
Change in Employment %
+6.8%
Estimate
Tasks
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Tasks
The tasks listed below can be performed to prepare you for a career in this field.
Core
  • Prepare for and respond to regulatory inquiries.
  • Hire or evaluate staff.
  • Develop, implement, or monitor security valuation policies.
  • Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
  • 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.
  • Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
  • Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.
  • Meet with investors to determine investment goals or to discuss investment strategies.
  • Develop or direct development of offering documents or marketing materials.
  • Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.
  • Develop or implement fund investment policies or strategies.
  • Select or direct the execution of trades.
  • Manage investment funds to maximize return on client investments.
  • Select specific investments or investment mixes for purchase by an investment fund.
Supplemental
  • Verify regulatory compliance of transaction reporting.
  • Direct activities of accounting or operations departments.
  • Review offering documents or marketing materials to ensure regulatory compliance.
  • Identify group or individual target investors for a specific fund.
  • Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Knowledge
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Knowledge

The items listed below are organized into sections that contain knowledge useful for pursuing a career in this field. Each section also contains a "Percentage of Importance" statistic that shows how relevant an item is to the occupation.
 Economics and Accounting
  • 93%
    Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
 English Language
  • 87%
    Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
 Mathematics
  • 87%
    Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
 Customer and Personal Service
  • 73%
    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.
 Administration and Management
  • 64%
    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
  • 63%
    Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
 Computers and Electronics
  • 62%
    Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
 Sales and Marketing
  • 60%
    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.
 Education and Training
  • 51%
    Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.
 Communications and Media
  • 51%
    Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Tools
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Tools
The tools listed below include machines, equipment, tools, and software that is useful for individuals who are interested in this career.
 Personal communication devices
  • Multiline telephone systems
 Computers
  • Laptop computers
  • Desktop computers
  • Personal computers
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Technology
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Technology
The technologies listed below include machines, equipment, tools, and software that is useful for individuals who are interested in this career.
 Business function specific software
  • Microsoft ProjectHOT
  • Microsoft OfficeHOT
 Finance accounting and enterprise resource planning ERP software
  • Financial accounting software
  • Oracle HyperionHOT
  • SAPHOT
  • Portfolio analysis software
  • SunGard Financial Systems AddVantage
 Content authoring and editing software
  • Microsoft VisioHOT
  • Microsoft WordHOT
  • Microsoft PowerPointHOT
  • Microsoft ExcelHOT
 Data management and query software
  • Microsoft AccessHOT
  • Structured query language SQLHOT
 Industry specific software
  • Autodesk AutoCAD Blue SkyHOT
  • Risk analysis software
  • SASHOT
  • Statistical analysis software
 Information exchange software
  • Microsoft OutlookHOT
  • Microsoft MapPoint
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Certifications
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Certifications
The certifications listed below are useful to pursue if you are interested in a career in this field.
No specific certifications are listed for this career
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Licensing
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Licensing
The licensing information below is organized into sections and is useful for pursuing if you are interested in a career in this field.
No specific licensing information is listed for this occupation in the area you have selected.
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Related Programs
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Programs related to this career, offered by participating institution(s), are listed below.

Clicking on the Degree programs in the list below will take you away from the Careers page.
INSTITUTION
PROGRAMS
Brightpoint Community College
Eastern Shore Community College
Germanna Community College
J Sargeant Reynolds Community College
James Madison University
Laurel Ridge Community College
New River Community College
Northern Virginia Community College
Old Dominion University
Paul D. Camp Community College
Radford University
Rappahannock Community College
Richard Bland College
Roanoke College
Southside Virginia Community College
The University of Virginia's College at Wise
Tidewater Community College
Virginia Commonwealth University
Virginia Highlands Community College
Virginia Peninsula Community College
Virginia Western Community College
Wytheville Community College
Jobs
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Jobs related to this career may be found on Indeed.com or on the Google Job Search page.