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

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Tools & Technology

Tools used in this occupation:

  • Desktop computers See more occupations related to this tool.
  • Notebook computers — Laptop computers See more occupations related to this tool.
  • Personal computers See more occupations related to this tool.
  • Special purpose telephones — Multiline telephone systems See more occupations related to this tool.
  • Teleconference equipment — Teleconferencing equipment See more occupations related to this tool.
  • Videoconferencing systems — Videoconferencing equipment See more occupations related to this tool.

Technology used in this occupation:

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

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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. See more occupations related to this knowledge.
  • English Language — Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. See more occupations related to this knowledge.
  • Mathematics — Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications. See more occupations related to this knowledge.
  • 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. See more occupations related to this knowledge.
  • 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. See more occupations related to this knowledge.
  • Law and Government — Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process. See more occupations related to this knowledge.
  • Computers and Electronics — Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming. See more occupations related to this knowledge.
  • 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. See more occupations related to this knowledge.

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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. See more occupations related to this skill.
  • Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. See more occupations related to this skill.
  • Reading Comprehension — Understanding written sentences and paragraphs in work related documents. See more occupations related to this skill.
  • Judgment and Decision Making — Considering the relative costs and benefits of potential actions to choose the most appropriate one. See more occupations related to this skill.
  • Speaking — Talking to others to convey information effectively. See more occupations related to this skill.
  • Active Learning — Understanding the implications of new information for both current and future problem-solving and decision-making. See more occupations related to this skill.
  • Complex Problem Solving — Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions. See more occupations related to this skill.
  • Writing — Communicating effectively in writing as appropriate for the needs of the audience. See more occupations related to this skill.
  • Monitoring — Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action. See more occupations related to this skill.
  • Mathematics — Using mathematics to solve problems. See more occupations related to this skill.
  • Systems Analysis — Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes. See more occupations related to this skill.
  • Systems Evaluation — Identifying measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system. See more occupations related to this skill.
  • Time Management — Managing one's own time and the time of others. See more occupations related to this skill.
  • Coordination — Adjusting actions in relation to others' actions. See more occupations related to this skill.
  • Persuasion — Persuading others to change their minds or behavior. See more occupations related to this skill.
  • Instructing — Teaching others how to do something. See more occupations related to this skill.
  • Negotiation — Bringing others together and trying to reconcile differences. See more occupations related to this skill.
  • Social Perceptiveness — Being aware of others' reactions and understanding why they react as they do. See more occupations related to this skill.

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Abilities

  • Deductive Reasoning — The ability to apply general rules to specific problems to produce answers that make sense. See more occupations related to this ability.
  • Oral Comprehension — The ability to listen to and understand information and ideas presented through spoken words and sentences. See more occupations related to this ability.
  • Oral Expression — The ability to communicate information and ideas in speaking so others will understand. See more occupations related to this ability.
  • Written Comprehension — The ability to read and understand information and ideas presented in writing. See more occupations related to this ability.
  • Inductive Reasoning — The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events). See more occupations related to this ability.
  • 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). See more occupations related to this ability.
  • Mathematical Reasoning — The ability to choose the right mathematical methods or formulas to solve a problem. See more occupations related to this ability.
  • 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. See more occupations related to this ability.
  • Speech Clarity — The ability to speak clearly so others can understand you. See more occupations related to this ability.
  • Written Expression — The ability to communicate information and ideas in writing so others will understand. See more occupations related to this ability.
  • Near Vision — The ability to see details at close range (within a few feet of the observer). See more occupations related to this ability.
  • Number Facility — The ability to add, subtract, multiply, or divide quickly and correctly. See more occupations related to this ability.
  • Speech Recognition — The ability to identify and understand the speech of another person. See more occupations related to this ability.
  • Category Flexibility — The ability to generate or use different sets of rules for combining or grouping things in different ways. See more occupations related to this ability.
  • Flexibility of Closure — The ability to identify or detect a known pattern (a figure, object, word, or sound) that is hidden in other distracting material. See more occupations related to this ability.
  • Fluency of Ideas — The ability to come up with a number of ideas about a topic (the number of ideas is important, not their quality, correctness, or creativity). See more occupations related to this ability.
  • Originality — The ability to come up with unusual or clever ideas about a given topic or situation, or to develop creative ways to solve a problem. See more occupations related to this ability.
  • Selective Attention — The ability to concentrate on a task over a period of time without being distracted. See more occupations related to this ability.
  • Perceptual Speed — The ability to quickly and accurately compare similarities and differences among sets of letters, numbers, objects, pictures, or patterns. The things to be compared may be presented at the same time or one after the other. This ability also includes comparing a presented object with a remembered object. See more occupations related to this ability.

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Work Activities

  • Getting Information — Observing, receiving, and otherwise obtaining information from all relevant sources. See more occupations related to this activity.
  • Analyzing Data or Information — Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts. See more occupations related to this activity.
  • Making Decisions and Solving Problems — Analyzing information and evaluating results to choose the best solution and solve problems. See more occupations related to this activity.
  • Interacting With Computers — Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information. See more occupations related to this activity.
  • Processing Information — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data. See more occupations related to this activity.
  • Identifying Objects, Actions, and Events — Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events. See more occupations related to this activity.
  • Communicating with Supervisors, Peers, or Subordinates — Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person. See more occupations related to this activity.
  • 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. See more occupations related to this activity.
  • Organizing, Planning, and Prioritizing Work — Developing specific goals and plans to prioritize, organize, and accomplish your work. See more occupations related to this activity.
  • Updating and Using Relevant Knowledge — Keeping up-to-date technically and applying new knowledge to your job. See more occupations related to this activity.
  • 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. See more occupations related to this activity.
  • Establishing and Maintaining Interpersonal Relationships — Developing constructive and cooperative working relationships with others, and maintaining them over time. See more occupations related to this activity.
  • Interpreting the Meaning of Information for Others — Translating or explaining what information means and how it can be used. See more occupations related to this activity.
  • Thinking Creatively — Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions. See more occupations related to this activity.
  • Judging the Qualities of Things, Services, or People — Assessing the value, importance, or quality of things or people. See more occupations related to this activity.
  • Developing Objectives and Strategies — Establishing long-range objectives and specifying the strategies and actions to achieve them. See more occupations related to this activity.
  • 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. See more occupations related to this activity.
  • Documenting/Recording Information — Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form. See more occupations related to this activity.
  • Developing and Building Teams — Encouraging and building mutual trust, respect, and cooperation among team members. See more occupations related to this activity.
  • Selling or Influencing Others — Convincing others to buy merchandise/goods or to otherwise change their minds or actions. See more occupations related to this activity.
  • Training and Teaching Others — Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others. See more occupations related to this activity.
  • Coaching and Developing Others — Identifying the developmental needs of others and coaching, mentoring, or otherwise helping others to improve their knowledge or skills. See more occupations related to this activity.

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Detailed Work Activities

  • Direct financial operations. See more occupations related to this activity.
  • Direct organizational operations, projects, or services. See more occupations related to this activity.
  • Monitor external affairs or events affecting business operations. See more occupations related to this activity.
  • Monitor organizational procedures to ensure proper functioning. See more occupations related to this activity.
  • Develop organizational policies or programs. See more occupations related to this activity.
  • Implement organizational process or policy changes. See more occupations related to this activity.
  • Approve expenditures. See more occupations related to this activity.
  • Examine marketing materials to ensure compliance with policies or regulations. See more occupations related to this activity.
  • Determine operational compliance with regulations or standards. See more occupations related to this activity.
  • Advise others on business or operational matters. See more occupations related to this activity.
  • Analyze forecasting data to improve business decisions. See more occupations related to this activity.
  • Evaluate employee performance. See more occupations related to this activity.
  • Maintain knowledge of current developments in area of expertise. See more occupations related to this activity.
  • Develop promotional materials. See more occupations related to this activity.
  • Coordinate with external parties to exchange information. See more occupations related to this activity.
  • Hire personnel. See more occupations related to this activity.
  • Direct sales, marketing, or customer service activities. See more occupations related to this activity.
  • Communicate organizational information to customers or other stakeholders. See more occupations related to this activity.
  • Examine financial records to ensure compliance with policies or regulations. See more occupations related to this activity.

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Work Context

  • Electronic Mail — 100% responded “Every day.” See more occupations related to this work context.
  • Telephone — 92% responded “Every day.” See more occupations related to this work context.
  • Duration of Typical Work Week — 87% responded “More than 40 hours.” See more occupations related to this work context.
  • Face-to-Face Discussions — 83% responded “Every day.” See more occupations related to this work context.
  • Spend Time Sitting — 75% responded “Continually or almost continually.” See more occupations related to this work context.
  • Indoors, Environmentally Controlled — 87% responded “Every day.” See more occupations related to this work context.
  • Level of Competition — 61% responded “Extremely competitive.” See more occupations related to this work context.
  • Freedom to Make Decisions — 63% responded “A lot of freedom.” See more occupations related to this work context.
  • Structured versus Unstructured Work — 59% responded “A lot of freedom.” See more occupations related to this work context.
  • Frequency of Decision Making — 66% responded “Every day.” See more occupations related to this work context.
  • Impact of Decisions on Co-workers or Company Results — 47% responded “Important results.” See more occupations related to this work context.
  • Contact With Others — 51% responded “Constant contact with others.” See more occupations related to this work context.
  • Importance of Being Exact or Accurate — 44% responded “Extremely important.” See more occupations related to this work context.
  • Time Pressure — 40% responded “Every day.” See more occupations related to this work context.
  • Work With Work Group or Team — 47% responded “Extremely important.” See more occupations related to this work context.
  • Consequence of Error — 32% responded “Extremely serious.” See more occupations related to this work context.
  • Responsibility for Outcomes and Results — 40% responded “Very high responsibility.” See more occupations related to this work context.
  • Coordinate or Lead Others — 32% responded “Very important.” See more occupations related to this work context.
  • Letters and Memos — 41% responded “Once a week or more but not every day.” See more occupations related to this work context.
  • Deal With External Customers — 29% responded “Extremely important.” See more occupations related to this work context.

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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
2   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. See more occupations related to this interest.
  • 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. See more occupations related to this interest.

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Work Styles

  • Integrity — Job requires being honest and ethical. See more occupations related to this work style.
  • Analytical Thinking — Job requires analyzing information and using logic to address work-related issues and problems. See more occupations related to this work style.
  • Stress Tolerance — Job requires accepting criticism and dealing calmly and effectively with high stress situations. See more occupations related to this work style.
  • Achievement/Effort — Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks. See more occupations related to this work style.
  • Dependability — Job requires being reliable, responsible, and dependable, and fulfilling obligations. See more occupations related to this work style.
  • Persistence — Job requires persistence in the face of obstacles. See more occupations related to this work style.
  • Initiative — Job requires a willingness to take on responsibilities and challenges. See more occupations related to this work style.
  • Attention to Detail — Job requires being careful about detail and thorough in completing work tasks. See more occupations related to this work style.
  • Cooperation — Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude. See more occupations related to this work style.
  • Self Control — Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations. See more occupations related to this work style.
  • Leadership — Job requires a willingness to lead, take charge, and offer opinions and direction. See more occupations related to this work style.
  • Adaptability/Flexibility — Job requires being open to change (positive or negative) and to considerable variety in the workplace. See more occupations related to this work style.
  • Independence — Job requires developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done. See more occupations related to this work style.
  • Innovation — Job requires creativity and alternative thinking to develop new ideas for and answers to work-related problems. See more occupations related to this work style.
  • Social Orientation — Job requires preferring to work with others rather than alone, and being personally connected with others on the job. See more occupations related to this work style.
  • Concern for Others — Job requires being sensitive to others' needs and feelings and being understanding and helpful on the job. See more occupations related to this work style.

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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. See more occupations related to this work value.
  • 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. See more occupations related to this work value.
  • 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. See more occupations related to this work value.

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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 (2014) $50.51 hourly, $105,060 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 2014 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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