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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.

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

View report: Summary  Details  Custom

Tasks  |  Tools & Technology  |  Interests  |  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.
  • 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.

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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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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 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

National

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

Median wages (2012) $48.51 hourly, $100,890 annual
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
Top industries (2012)

State & National

          CareerOneStop

Source: Bureau of Labor Statistics 2012 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

Find Jobs
for Investment Fund Managers

          mySkills myFuture

State & National Job Banks

          CareerOneStop

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