Investment Fund Manager Career

Job Description: Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.


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Investment Fund Manager Career

What Investment Fund Managers do:

  • 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.
  • Present investment information, such as product risks, fees, or fund performance statistics.
  • 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.
  • Prepare for and respond to regulatory inquiries.
  • Select specific investments or investment mixes for purchase by an investment fund.
  • 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.
  • Hire or evaluate staff.
  • Select or direct the execution of trades.
  • Develop or direct development of offering documents or marketing materials.
  • Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.
  • 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.

What work activities are most important?

Importance 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.

Organizing, Planning, and Prioritizing Work - Developing specific goals and plans to prioritize, organize, and accomplish your work.

Updating and Using Relevant Knowledge - Keeping up-to-date technically and applying new knowledge to your job.

Estimating the Quantifiable Characteristics of Products, Events, or Information - Estimating sizes, distances, and quantities; or determining time, costs, resources, or materials needed to perform a work activity.

Thinking Creatively - Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions.

Establishing and Maintaining Interpersonal Relationships - Developing constructive and cooperative working relationships with others, and maintaining them over time.

Interpreting the Meaning of Information for Others - Translating or explaining what information means and how it can be used.

Judging the Qualities of Things, Services, or People - Assessing the value, importance, or quality of things or people.

Developing Objectives and Strategies - Establishing long-range objectives and specifying the strategies and actions to achieve them.

Evaluating Information to Determine Compliance with Standards - Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.

Documenting/Recording Information - Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.

Developing and Building Teams - Encouraging and building mutual trust, respect, and cooperation among team members.

Selling or Influencing Others - Convincing others to buy merchandise/goods or to otherwise change their minds or actions.

Training and Teaching Others - Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others.

Coaching and Developing Others - Identifying the developmental needs of others and coaching, mentoring, or otherwise helping others to improve their knowledge or skills.

Monitor Processes, Materials, or Surroundings - Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.

Provide Consultation and Advice to Others - Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics.

Guiding, Directing, and Motivating Subordinates - Providing guidance and direction to subordinates, including setting performance standards and monitoring performance.

Scheduling Work and Activities - Scheduling events, programs, and activities, as well as the work of others.

Coordinating the Work and Activities of Others - Getting members of a group to work together to accomplish tasks.

Resolving Conflicts and Negotiating with Others - Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.

Holland Code Chart for an Investment Fund Manager

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