Home / Career Explorer / Management

Investment Fund Managers

	Median Wage (USD, 2024)	Projected Job Openings (2023-2033)	Projected Growth (2023-2033)
National Statistics	$161,700	75100	16.5%
State Statistics	-	-	-
City Statistics	-	-	-

Statistics

National

State

City

State

City

$161,700

Median Wage (USD, 2023)

75100

Projected Job Openings (2023-2033)

16.5%

Projected Growth (2023-2033)

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

Experience Requirements Overview

Job Zone Five: Extensive Preparation Needed
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.
Most of these occupations require graduate school. For example, they may require a master's degree, and some require a Ph.D., M.D., or J.D. (law degree).
Employees may need some on-the-job training, but most of these occupations assume that the person will already have the required skills, knowledge, work-related experience, and/or training.

Education, Training and Experience

Required Level of Education: Master's Degree

Related Work Experience: Over 8 years, up to and including 10 years

On-Site or In-Plant Training: N.A.

On-the-Job Training: Over 6 months, up to and including 1 year

Detailed Work Activities

Approve expenditures.
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.
Monitor organizational procedures to ensure proper functioning.
Implement organizational process or policy changes.
Develop organizational policies or programs.
Maintain knowledge of current developments in area of expertise.
Examine marketing materials to ensure compliance with policies or regulations.
Analyze forecasting data to improve business decisions.
Advise others on business or operational matters.
Monitor financial activities.
Monitor financial indicators.
Monitor external affairs or events affecting business operations.
Communicate organizational information to customers or other stakeholders.
Identify potential customers.
Develop promotional materials.
Direct sales, marketing, or customer service activities.
Evaluate potential of products, technologies, or resources.
Implement organizational process or policy changes.
Develop organizational policies or programs.
Direct financial operations.
Determine operational compliance with regulations or standards.
Direct financial operations.
Direct financial operations.

Work Values

Achievement

Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement.

Working Conditions

Recognition

Relationships

Support

Independence

Tasks

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 Styles

Achievement/Effort

Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.

Persistence

Initiative

Leadership

Cooperation

Concern for Others

Social Orientation

Self-Control

Stress Tolerance

Adaptability/Flexibility

Dependability

Attention to Detail

Integrity

Independence

Innovation

Analytical Thinking

Data Source: This page includes information from the O*NET 30.0 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. This page includes Employment Projections program, Occupational Employment and Wage Statistics program, U.S. Bureau of Labor Statistics.

Session has been expired