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Summary 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.

Sample of reported job titles: Assistant Vice President, Investment Analysis; Equity Analyst; Fixed Income Portfolio Manager; Investment Analyst; Lead Portfolio Manager; Portfolio Manager; Senior Investment Analyst; Senior Portfolio Manager; Vice President and Portfolio Manager; Vice President, Fixed Income

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Tasks  |  Tools & Technology  |  Knowledge  |  Skills  |  Abilities  |  Work Activities  |  Work Context  |  Job Zone  |  Education  |  Credentials  |  Interests  |  Work Styles  |  Work Values  |  Wages & Employment  |  Job Openings

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.

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Tools & Technology

Tools used in this occupation:

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

Technology used in this occupation:

Analytical or scientific software — Risk analysis software; SAS software; Statistical analysis software
Data base user interface and query software — Microsoft Access; Structured query language SQL
Electronic mail software — Microsoft Outlook
Financial analysis software — Portfolio analysis software; SunGard Financial Systems AddVantage
Spreadsheet software — Microsoft Excel

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Knowledge

Economics and Accounting — Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
English Language — Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Mathematics — Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
Customer and Personal Service — 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 — 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 — Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
Computers and Electronics — Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
Sales and Marketing — 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.

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Skills

Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Reading Comprehension — Understanding written sentences and paragraphs in work related documents.
Judgment and Decision Making — Considering the relative costs and benefits of potential actions to choose the most appropriate one.
Speaking — Talking to others to convey information effectively.
Active Learning — Understanding the implications of new information for both current and future problem-solving and decision-making.
Complex Problem Solving — Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
Writing — Communicating effectively in writing as appropriate for the needs of the audience.
Monitoring — Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
Mathematics — Using mathematics to solve problems.

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Abilities

Deductive Reasoning — The ability to apply general rules to specific problems to produce answers that make sense.
Oral Comprehension — The ability to listen to and understand information and ideas presented through spoken words and sentences.
Oral Expression — The ability to communicate information and ideas in speaking so others will understand.
Written Comprehension — The ability to read and understand information and ideas presented in writing.
Inductive Reasoning — The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
Information Ordering — The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
Mathematical Reasoning — The ability to choose the right mathematical methods or formulas to solve a problem.
Problem Sensitivity — The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
Speech Clarity — The ability to speak clearly so others can understand you.
Written Expression — The ability to communicate information and ideas in writing so others will understand.

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Work 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.
Interacting With Computers — Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
Processing Information — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
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.

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Work Context

Electronic Mail — 100% responded “Every day.”
Telephone — 92% responded “Every day.”
Duration of Typical Work Week — 87% responded “More than 40 hours.”
Face-to-Face Discussions — 83% responded “Every day.”
Spend Time Sitting — 75% responded “Continually or almost continually.”
Indoors, Environmentally Controlled — 87% responded “Every day.”
Level of Competition — 61% responded “Extremely competitive.”
Freedom to Make Decisions — 63% responded “A lot of freedom.”
Structured versus Unstructured Work — 59% responded “A lot of freedom.”
Frequency of Decision Making — 66% responded “Every day.”

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Job Zone

Title Job Zone Five: Extensive Preparation Needed
Education 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).
Related Experience 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.
Job Training 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.
Job Zone Examples These occupations often involve coordinating, training, supervising, or managing the activities of others to accomplish goals. Very advanced communication and organizational skills are required. Examples include librarians, lawyers, sports medicine physicians, wildlife biologists, school psychologists, surgeons, treasurers, and controllers.
SVP Range (8.0 and above)

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Education


Percentage of Respondents
Education Level Required
63   Master's degree
33   Bachelor's degree
  Post-master's certificate Help

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Credentials

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Interests

Interest code: EC

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.
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.

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Work Styles

Integrity — Job requires being honest and ethical.
Analytical Thinking — Job requires analyzing information and using logic to address work-related issues and problems.
Stress Tolerance — Job requires accepting criticism and dealing calmly and effectively with high stress situations.
Achievement/Effort — Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.
Dependability — Job requires being reliable, responsible, and dependable, and fulfilling obligations.
Persistence — Job requires persistence in the face of obstacles.
Initiative — Job requires a willingness to take on responsibilities and challenges.
Attention to Detail — Job requires being careful about detail and thorough in completing work tasks.
Cooperation — Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.
Self Control — Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.

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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.
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.
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.

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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)

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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