Investment Fund Manager  What They Do

Just the Facts

Investment Fund Managers Career Video

Plans, directs, or coordinates investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.

This career is part of the Business Management and Administration cluster General Management pathway.

A person in this career:

  • Manages investment funds to maximize return on client investments.
  • Selects specific investments or investment mixes for purchase by an investment fund.
  • Monitors financial or operational performance of individual investments to ensure portfolios meet risk goals.
  • Selects or directs the execution of trades.
  • Develops or implements fund investment policies or strategies.
  • Performs or evaluates research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.
  • Presents investment information, such as product risks, fees, or fund performance statistics.
  • Develops, implements, or monitors security valuation policies.
  • Meets with investors to determine investment goals or to discuss investment strategies.
  • Attends investment briefings or consults financial media to stay abreast of relevant investment markets.

Working Conditions and Physical Demands

People who do this job report that:

  • You would sit most of the time. There's some walking and standing. You may have to lift and carry things like books, papers or tools weighing 10 lbs. or less.
  • Work in this occupation requires being inside most of the time
  • Work in this occupation involves sitting more than one-third of the time

Working in this career involves (physical activities):

  • Seeing clearly up close
  • Speaking clearly enough to be able to be understood by others
  • Identifying and understanding the speech of another person

Work Hours and Travel

  • Overtime work
  • Weekend work

Specialty and Similar Careers

Careers that are more detailed or close to this career:

  • Assistant Vice President, Investment Analysis --
  • Equity Analyst --
  • Fixed Income Portfolio Manager --
  • Investment Analyst --
  • Lead Portfolio Manager --
  • Portfolio Manager -- Ultimately responsible for the performance and the day to day operation of a fund or asset management vehicle.
  • Senior Investment Analyst --
  • Senior Portfolio Manager --
  • Vice President and Portfolio Manager --
  • Vice President, Fixed Income --