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Details Report for:
11-9199.03 - 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.

This title represents an occupation for which data collection is currently underway.

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Tasks  |  Tools & Technology  |  Credentials  |  Interests  |  Work Values  |  Wages & Employment  |  Job Openings

Tasks   Save Table (XLS/CSV)

  • Manage investment funds to maximize return on client investments.
  • Select specific investments or investment mixes for purchase by an investment fund.
  • Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.
  • Select or direct the execution of trades.
  • Develop or implement fund investment policies or 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.
  • Identify group or individual target investors for a specific fund.
  • Meet with investors to determine investment goals or to discuss investment strategies.
  • Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.
  • Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
  • Present investment information, such as product risks, fees, or fund performance statistics.
  • Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.
  • Review offering documents or marketing materials to ensure regulatory compliance.
  • Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
  • Develop, implement, or monitor security valuation policies.
  • Direct activities of accounting or operations departments.
  • Hire or evaluate staff.
  • Prepare for and respond to regulatory inquiries.
  • Verify regulatory compliance of transaction reporting.

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Tools & Technology   Save Table (XLS/CSV)

Tools used in this occupation:

Desktop computers
Notebook computers — Laptop computers
Personal computers
Special purpose telephones — Multiline telephone systems
Teleconference equipment — Teleconferencing equipment
Videoconferencing systems — Videoconferencing equipment

Technology used in this occupation:

Accounting software — Financial accounting software
Analytical or scientific software — Risk analysis software; SAS software; Statistical analysis software
Charting software — Microsoft Office Visio
Computer aided design CAD software — Autodesk AutoCAD Blue Sky
Data base user interface and query software — Microsoft Access; Structured query language SQL
Document management software — ReadSoft software
Electronic mail software — Microsoft Outlook
Enterprise resource planning ERP software — SAP software
Financial analysis software — Portfolio analysis software; SunGard Financial Systems AddVantage
Internet browser software — Web browser software
Map creation software — Microsoft MapPoint
Presentation software — Microsoft PowerPoint
Spreadsheet software — Microsoft Excel
Word processing software — Microsoft Word

See all 21 T2 categories

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Credentials

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Interests   Save Table (XLS/CSV)


Occupational Interest
Interest
100   Enterprising — Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.
61   Conventional — Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.
28   Social — Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.
11   Investigative — Investigative occupations frequently involve working with ideas, and require an extensive amount of thinking. These occupations can involve searching for facts and figuring out problems mentally.
 Artistic — Artistic occupations frequently involve working with forms, designs and patterns. They often require self-expression and the work can be done without following a clear set of rules.
 Realistic — Realistic occupations frequently involve work activities that include practical, hands-on problems and solutions. They often deal with plants, animals, and real-world materials like wood, tools, and machinery. Many of the occupations require working outside, and do not involve a lot of paperwork or working closely with others.

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Work Values   Save Table (XLS/CSV)


Extent
Work Value
83   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.
78   Recognition — Occupations that satisfy this work value offer advancement, potential for leadership, and are often considered prestigious. Corresponding needs are Advancement, Authority, Recognition and Social Status.
72   Independence — Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.
72   Working Conditions — Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions.
67   Relationships — Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.
56   Support — Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.

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Wages & Employment Trends

Median wages data collected from Managers, All Other.
Employment data collected from Managers, All Other.
Industry data collected from Managers, All Other.

Median wages (2013) $49.78 hourly, $103,530 annual
State wages Local Salary Info
 
Employment (2012) 898,000 employees
Projected growth (2012-2022) Slower than average (3% to 7%) Slower than average (3% to 7%)
Projected job openings (2012-2022) 249,100
State trends Employment Trends
 
Top industries (2012)
Self-Employed (59% employed in this sector)

Source: Bureau of Labor Statistics 2013 wage data external site and 2012-2022 employment projections external site. "Projected growth" represents the estimated change in total employment over the projections period (2012-2022). "Projected job openings" represent openings due to growth and replacement.

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Job Openings on the Web

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