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How do they match:
Investment Fund Managers
1
O*NET-SOC Title
Investment
Fund Managers
10
Alternate Occupation Titles
Financial
Planning Director
Financial
Planning Manager
Financial
Planning and Analysis
Finance
Manager
Financial
Planning and Analysis Manager
Investment
Analyst
Investment
Analysis VP
Investment
Analysis Vice President
Investment
Fund Manager
Investment
Officer
Investments
Manager
1
O*NET-SOC Description
Plan, direct, or coordinate
investment
strategy or operations for a large pool of liquid assets supplied by institutional
investors
or individual
investors.
9
Tasks
Attend
investment
briefings or consult
financial
media to stay abreast of relevant
investment
markets.
Develop or implement fund
investment
policies or strategies.
Identify group or individual target
investors
for a specific fund.
Manage
investment
funds to maximize return on client
investments.
Meet with
investors
to determine
investment
goals or to discuss
investment
strategies.
Monitor
financial
or operational performance of individual
investments
to ensure portfolios meet risk goals.
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.
Select specific
investments
or
investment
mixes for purchase by an
investment
fund.
4
Detailed Work Activities
Direct
financial
operations.
Examine
financial
records to ensure compliance with policies or regulations.
Monitor
financial
activities.
Monitor
financial
indicators.
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Work Context
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Work Values
Crosswalks
Military
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Occupation Handbook
SOC
DOT
RAPIDS
ESCO
Sites
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U.S. Department of Labor
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Creative Commons CC-BY
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How do they match: 11-3031.03 - Investment Fund Managers
by
U.S. Department of Labor, Employment and Training Administration
is licensed under a
Creative Commons Attribution 4.0 International License
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