Investment fund manager

About this occupation

Investment fund managers implement and monitor the investment strategy of a fund. They manage the fund's portfolio trading activities and supervise the financial, securities, and investment analysts in charge to perform research on the investments and then make buying and selling recommendations. They make decisions on when to buy or sell the assets included in a portfolio. This manager works in a variety of settings such as banks, companies and stockbroking companies; working closely with the investment analyst. This occupation manages strategy and does not always work with relations between shareholders or investors.

• Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
• Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
• Answer clients' questions about the purposes and details of financial plans and strategies.
• Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
• Manage client portfolios, keeping client plans up-to-date.
• Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.

Typical education (US)

Bachelor's Degree

Preparation

Job Zone 4 of 5

Interests

Enterprising, Conventional, Social

Top skills: Reading Comprehension, Active Listening, Speaking, Writing, Critical Thinking, Mathematics

US median pay: US$105,070 a year (2025), 266,800 employed. Source: U.S. Bureau of Labor Statistics, Occupational Employment and Wage Statistics.

Subjects this work relies on

How important each subject's knowledge is in the job itself, rated by people doing it (1 to 5).

• Economics or AccountingO*NET: Economics and AccountingVery important (4.1)
• English or Literature in EnglishO*NET: English LanguageVery important (3.9)
• Mathematics or StatisticsO*NET: MathematicsVery important (3.7)
• PsychologyO*NET: PsychologyImportant (3.1)

O*NET data describe work in the United States; requirements differ by country. This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET is a trademark of USDOL/ETA. CareerProof Global has modified all or some of this information; USDOL/ETA has not approved, endorsed, or tested these modifications.

Preparation needed

Job Zone Four: Considerable Preparation Needed

Most common education (US)

Bachelor's Degree

Education

Most of these occupations require a four-year bachelor's degree, but some do not.

Experience

A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. For example, an accountant must complete four years of college and work for several years in accounting to be considered qualified.

Training

Employees in these occupations usually need several years of work-related experience, on-the-job training, and/or vocational training.

O*NET data describe work in the United States; requirements differ by country. This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET is a trademark of USDOL/ETA. CareerProof Global has modified all or some of this information; USDOL/ETA has not approved, endorsed, or tested these modifications.